Financial planning tailored to your goals

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With over 30 years of experience, Jim offers his clients customized wealth management and advice. He emphasizes total wealth management; focusing on asset allocation and retirement income. Jim attended John Carroll University and graduated with a bachelor degree from Penn State University. Jim holds a CFP®, Series 7, Series 63, and insurance license. Jim, his wife Angela, and son James live in Mt. Lebanon.  

• 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, 2024The 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

• AL
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IA
• IL
• MA
• MD
• ME
• MI
• MN
• NC
• NJ
• NM
• NY
• OH
• OR
• PA
• SC
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• TX
• VA
• WI
• WV

Jeffrey offers over 20 years of experience in financial services. He focuses on portfolio management as well as financial and retirement planning strategies for affluent families, professionals, and retirees. Prior to joining UBS in 1989, Jeffrey worked for Ernst & Young as a Certified Public Accountant. A graduate of Pennsylvania State University, Jeffrey holds his Series 7, Series 63, and insurance license. He also has a CFP® designation. Jeffrey is active in the PSU Alumni Association and YMCA Indian Princesses. He currently lives in Upper Saint Clair with his wife Rachel and three kids.

• Pennsylvania State University

• CERTIFIED FINANCIAL PLANNER®
• Portfolio Manager

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.

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

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.

• AL
• CA
• CO
• DC
• DE
• FL
• GA
• IA
• IL
• MA
• MD
• ME
• MI
• NC
• NM
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• VA
• WI
• WV

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.