Senior Vice President–Wealth Management
Dan is a Senior Financial Advisor with UBS and a life-long resident of Fort Wayne. He has over 30 years experience in the Financial services industry, serving both business and
Dan is passionate about helping people. Through a consultative approach, he takes the time to thoroughly understand the unique needs and circumstances of each client. Dan develops customized advice, strategies, and recommendations to help them achieve their goals and dreams.
Dan has an extensive background in investment, Financial and business management. Dan is a CPA and has earned a Chartered Retirement Planning Counselor(sm) designation. He is a strong believer in Financial education, encouraging clients, professionals and students to be Financially prudent and savvy.
Dan is an accounting and Finance graduate of Indiana University. Dan and his wife Barbara enjoy spending time with their three children and seven grandchildren. Dan is passionate about his faith, and currently is the Endowment Committee Chairman at his church. He enjoys running, swimming,and biking and has competed in numerous marathon and triathlons.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
William "Matt" followed in his fathers footsteps and started his career at Merrill Lynch in 1993 in the ﬁnancial advisor training program. Over two decades later he brings with him a wealth of knowledge to UBS. He is committed to delivering professional investment management and building personalized relationships with clients. He also focuses on helping clients realize their wealth planning and retirement goals.
Matt received his BA in Business Administration from Taylor University. Matt has been married to his wife, Debi, for 28 years and is the father of six children, Adam, Andrew, Austin, Alex, AJ and Amber. They are active members of the First Assembly Church in Fort Wayne, IN.
Aimee started her career at Merrill Lynch in July of 1978. Through various roles, starting out as a bookkeeper, sales assistant and ultimately becoming a Financial Advisor.
She has her CRPC designation. Aimee enjoys preparing people to live comfortably in retirement. She also enjoys working with the next generation members of her clients. Aimee thinks of her clients as her friends and family not just as clients.
Aimee is a long time member of the downtown Fort Wayne Optimist Club which is a service devoted to children. Aimee and her husband Doug are volunteer drivers for Community Harvest Food Bank of the senior food packs. They are members of St. Vincent DePaul Catholic Church where they serve as Sunday greeters. They have two children, Kelly and Kristine (Krissy) and two golden retrievers who are also family.
Senior Client Associate
Eileen has worked in the financial industry for over twenty-five years, including banking, insurance and brokerage experience. She brings a wealth of knowledge to the team. She is fully registered and can help you with all your needs, including UBS website questions.