Comprehensive planning for each generation

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• MA
• MD
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• SC
• SD
• TN
• TX
• VA
• WI
• WV

Insight grounded in experience

Russell is a seasoned financial advisor with over 31 years of experience guiding clients through every stage of their financial journey.  A graduate of Western Maryland College (now McDaniel College), he earned a dual major in Business Administration and Economics with a minor in Mathematics in 1993. 

Credentials that build confidence 

As both a Certified Financial Planner™ (CFP®) and a Certified Exit Planning Advisor (CEPA®), Russell specializes in working with high-net-worth families and business owners, providing multigenerational strategies that align wealth with purpose and legacy.  His approach combines deep technical knowledge with a personalized, relationship-driven philosophy.

Outside of UBS

Russell is a dedicated member of the community and serves on the Board of Trustees at the Friends School of Baltimore.  He and his wife, Keri, have been married for 25 years and are the proud parents to their daughter, Analiese, and son, Hudson.

Outside of his work, Russell, is an avid fly fisherman, golfer, and cyclist, and he cherishes time spent with his family.  He maintains a personal apiary and has been a passionate beekeeper for over a decade.

• Forbes Best-in-State Wealth Advisors, 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.

• Western Maryland College, B.S. Economics and Business Administration

• CERTIFIED FINANCIAL PLANNER
• Certified Exit Planning Advisor

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• MA
• MD
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• SC
• SD
• TN
• TX
• VA
• WI
• WV

Insight grounded in experience

In a practice focused on tailoring recommendations to each client’s specific situation, Ariana specializes in identifying individual needs and the solutions to meet those needs. She understands how to bring in the right resources to execute on a plan, and how to adapt to the needs of the individual and the changing circumstances in their lives. Drawing on experience from her previous role as a UBS Wealth Planning Associate, she concentrates on all levels of planning.

Growing up, Ariana’s mother consistently stressed the importance of financial education and being financially secure for the short and long term. The opportunity to help people with their own financial journeys, so that they are able to achieve what is most important in their lives, is what motivates Ariana in her work. She fuels her motivation with the discipline and perseverance she learned from her time as a competitive swimmer.

Credentials that build confidence

Ariana joined UBS in 2017 as a Wealth Planning Associate for the Mid-Atlantic Region. Since June of 2019, she has been a Financial Advisor with The Weber Group.

She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the AWMA® designation. She also maintains her life and health insurance licenses along with her Series 7 and 66 securities licenses.

Ariana graduated from The Johns Hopkins University in 2017 with a double major in Economics and Cognitive Science. Her work in various industries sharpened the communication and problem-solving skills she puts to use for The Weber Group’s clients.

Outside of UBS

Ariana swam competitively for 13 years, and still has a deep interest in any activity that involves being on or in the water. Recently she has also discovered a passion for spin class, and she enjoys spending time with friends and family.

It’s also important for Ariana to give back to her alma mater, The Johns Hopkins University, where she recently joined the alumni council.

• Johns Hopkins University, B.S. Economics; B.S. Cognitive Science

• Accredited Wealth Management Advisor
• CERTIFIED FINANCIAL PLANNER
• Certified Investment Management Analyst