The right path toward retirement

Meeting behind closed doors

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Three generations on beach

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Gregory Habig

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • ID
    • IL
    • IN
    • KY
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Although an investment professional since 1993, Greg has held many positions in the financial services industry. He began his career as an accountant in Chicago where he earned his Certified Public Accountant (CPA®) designation. He is a Vice President - Investments and currently holds his Certified Financial Planning (CFP®) and Certified Investment Management Analyst (CIMA®) designations as well as his Series 7, Series 63, Series 67 and insurance licenses.

          200 East Main Street
          Suite 900
          Ft. Wayne, IN 46802
          gregory.habig@ubs.com
          Gregory Habig
          200 East Main Street,Ft. Wayne,IN,46802
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          Jennifer Reid

          First Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • FL
          • ID
          • IL
          • IN
          • KY
          • MD
          • MI
          • MO
          • NC
          • NJ
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA

          An investment professional since 1997, Jennifer began her career with RBC Dominion Securities, and subsequently moved to Merrill Lynch where she served her clients for eleven years as a Wealth Management Advisor. Jennifer joined UBS Financial Services in 2009. She is a Vice President - Investments and currently holds her Certified Financial Planning (CFP®), Certified Investment Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC®) designations as well as her Series 7, Series 66, and Insurance Licenses.

                200 East Main Street
                Suite 900
                Ft. Wayne, IN 46802
                jennifer.reid@ubs.com
                Jennifer Reid
                200 East Main Street,Ft. Wayne,IN,46802
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                Maria Parsenow

                Senior Client Associate

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                  Maria has been focused on client satisfaction ever since she started in the financial industry in 1989. She began her career at Norwest Bank and later worked for Smith Barney She then joined Merrill Lynch in 1999, where she received two Client Associate Service Excellence Awards. When moving to Merrill Lynch she joined Greg Habig and Jennifer Reid. She then made the move with the team to UBS in 2009. She dedicates herself to providing personalized attention and being responsive to client needs.

                        200 East Main Street
                        Suite 900
                        Ft. Wayne, IN 46802
                        maria.parsenow@ubs.com
                        Maria Parsenow
                        200 East Main Street,Ft. Wayne,IN,46802

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                      Global Wealth Report 2024

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                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                      Gain additional insights into the trends shaping wealth in the US and around the world.

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