Financial planning tailored to your goals

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With over 30 years of experience advising high-net worth individual and families, Jim delivers clients wealth management strategies, designed to preserve, grow, and transition wealth across generations. His work emphasizes sophisticated asset allocation, retirement income planning, and comprehensive financial oversight. 

Named to the Forbes Best-In-State Wealth Advisors list since 2018, Jim is recognized for his client-focused process and long-term perspective. Educated at John Carroll University and Penn State University, Jim is a CFP® professional and holds Series 7 and Series 63 registrations along with insurance licenses. 

His family is central to his life. He lives in Mt. Lebanon, with his wife Angela, and their son James, who also serves clients as a member of The Lowden Group at UBS. 

• Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Penn State University, Bachelor's Degree

• CERTIFIED FINANCIAL PLANNER
• Portfolio Manager

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Jeffrey has over 36 years of experience in the financial services industry, with a strong commitment to putting clients first. He focuses on helping high-net-worth individuals grow and preserve their wealth through highly personalized financial strategies. With a client-centered philosophy, Jeffrey empowers individuals through education and actionable insights, enabling them to make confident, informed financial decisions. 

Before joining UBS in 1989, Jeffrey began his career at Ernst & Young as a Certified Public Accountant (CPA). His deep understanding of the complex financial landscape makes him a trusted partner across all areas of wealth management. 

Jeffrey is a graduate of Pennsylvania State University, where he earned both a B.S. in Accounting and an M.B.A. in Finance. He holds the series 7, 63, and 65 licenses, the Pennsylvania Life, Accident, and Health license, and maintains the Certified Financial Planner designation (CFP). 

Outside the office, Jeffrey enjoys playing guitar, attending concerts, and spending quality time with family and friends. He is a parishioner of St. Thomas More Catholic Church and lives in Upper St. Clair with his wife, Rachel. He is the proud father of three children. 

• Pennsylvania State University

• CERTIFIED FINANCIAL PLANNER
• Portfolio Manager

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As the newest financial advisor to The Lowden Group, Zach delivers a personalized and holistic approach to financial planning. He is dedicated to helping clients build and preserve their wealth through tailored strategies that encompass investment management, tax managed strategies, and retirement solutions. 

Zach is passionate about client education and believes in forming long-term relationships grounded in trust, transparence, and personalized service.  He holds both the Series 7 and Series 66 licenses, along with a Pennsylvania Life, Accident, & Health License, enabling him to offer comprehensive financial guidance. 

A Pittsburgh native, Zach currently resides in Upper St. Clair with his son, Isaiah. 

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Tami has been with UBS Financial Services since 1998. Tami has worked in various roles within UBS which has allowed her to develop the client service, administrative and management skills that assist her in the Team Administrator role she holds with The Lowden Group. Tami holds her Series 7, 9, 10, 63 and Insurances Licenses. Tami resides in Dravosburg where she enjoys reading, baking and spending time with her family. 

Chris joined UBS Financial Services, Inc. in 1982 as a Client Service Associate. She has experienced all aspects of the branch including Branch Service Associate and Branch Office Administrator. She joined The Lowden Group in 2010 and brings 30 years experience to the team, focusing on client service and administration. She is also a Branch Technical Liaison. Chris enjoys spending time with family, walking her dog, watching movies, and reading.

Nicole started at UBS in September 2012, and joined The Lowden Group in October of 2020. Previously, she worked within the East Processing Center as a Branch Service Associate. Nicole will focus on providing excellent customer service, administrative duties, and meeting client expectations. Born and raised in the suburbs of Pittsburgh, Pennsylvania. In Nicole's free time, she enjoys traveling, bowling, and reading. As well as spending time with her family and Siberian Husky Roscoe.

Dana joined UBS and The Lowden Group in January 2000. Prior to UBS, she worked in the social services field. An integral part of The Lowden Group, Dana focuses on marketing and improving client service. A graduate of the University of Pittsburgh, she has a Bachelor's of Science degree in Administration of Justice and Legal Studies . In her free time, Dana enjoys traveling and spending time with her family.

• University of Pittsburgh, Bachelor's of Science degree in Administration of Justice and Legal Studies