Senior Vice President–Wealth Management
Financial Advisor
Mike began his career in the life and health insurance industry. He soon realized he could simplify these sometimes complex financial products so that people could understand their importance. Mike’s mission in wealth management is to understand his clients’ needs and goals in order to enable them to make the best possible investment decisions.
Mike and his wife, Nancy, have three children and eleven grandchildren. He is a lifelong resident of Greater Cincinnati. Mike enjoys spending time with his family and playing golf.
Licenses: Series 3, 7, 8, 63, 65, life and health insurance
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Mike began his career in the life and health insurance industry. He soon realized he could simplify these sometimes complex financial products so that people could understand their importance. Mike’s mission in wealth management is to understand his clients’ needs and goals in order to enable them to make the best possible investment decisions.
Mike and his wife, Nancy, have three children and eleven grandchildren. He is a lifelong resident of Greater Cincinnati. Mike enjoys spending time with his family and playing golf.
Licenses: Series 3, 7, 8, 63, 65, life and health insurance
Credentials
Senior Wealth Strategy Associate
Michelle is currently a Wealth Strategy Associate with UBS Financial Services on the Kern Team in Cincinnati, Ohio. She has over 19 years of experience in the Financial Services industry.
Michelle and her husband, Sam, have two boys, Trent and Jared.
Licenses: Series 7, 63, 66 & Insurance
Senior Wealth Strategy Associate
Michelle is currently a Wealth Strategy Associate with UBS Financial Services on the Kern Team in Cincinnati, Ohio. She has over 19 years of experience in the Financial Services industry.
Michelle and her husband, Sam, have two boys, Trent and Jared.
Licenses: Series 7, 63, 66 & Insurance
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.
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.
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