Experience

Insight grounded in experience
One of the most tenured members of Touchstone Wealth Partners, Ken is a Managing Director within UBS Wealth Management. With over 30 years of experience in investment and financial consulting, Ken has the knowledge and expertise necessary to understand and solve complicated and complex financial challenges as well as identify opportunities for clients. He is a passionate problem-solver and is constantly striving to improve the probability of success for each client.

In addition to overseeing the group’s private wealth management practice, Ken supervises the team’s investment platform and leads their investment committee. He plays an integral role in developing core processes and in the development of strategic client solutions that reflect client needs and goals.

In 2003, Ken co-founded Findley Wise Wealth Management, which is now Touchstone Wealth Partners. Today, their nationally recognized team specializes in delivering tailored, holistic wealth management to successful individuals, multigenerational families, corporate CEOs and entrepreneurs.

Credentials that build confidence
To further the group’s commitment to client education, Ken is an instructor at Florida Gulf Coast University, teaching “Financial Strategies for Successful Retirement.” He earned his bachelor’s degree from the University of Toledo in real estate and finance, graduating cum laude.

Ken is active in the community and has been involved with Kids Unlimited, Adopt America and United Way. He and his wife, Ann, reside in Naples, FL and Sylvania, OH. 

Insight grounded in experience
Stefan is a Senior Vice President and Partner with Touchstone Wealth Partners - UBS. He has been in the financial services industry for more than 23 years through every possible market scenario, and has been a top-ranking Financial Advisor throughout his tenure.

He takes great pride in his ability to add value and remain a vital part of his clients’ lives by maintaining the highest standard of support, collaboration and knowledge. Moreover, his experience in helping successful families, individuals, corporate executives and women has deepened his knowledge of wealth management and enabled him to deliver pragmatic, proven solutions for each client’s unique financial situation.  Stefan is also passionate about educating Women about their Wealth and personally works with a large number of female clients.  

Credentials that build confidence
Stefan is often sought out by the media and is the host of “Money Monday,” a weekly live financial segment every Money on WINK News TV (CBS). In 2021, he started the “Key Ingredient” Podcast, where he interviews local and national Entrepreneurs to determine the key ingredient that lead to their success. Stefan has also been recognized by Research Magazine with its ETF Hall of Fame Award in 2010. An instructor at Florida Gulf Coast University (FGCU), Stefan also teaches courses on “Successful Retirement Strategies.”

Stefan was born and raised in New York City where he attended Baruch College and earned a B.B.A. in economics. He is very involved in his current community and is a supporter of the Harry Chapin Food Bank, as well as a mentor to students at FGCU.  Stefan’s hobbies include fitness, tennis, fashion, home automation and trying new restaurants around town.  He enjoys spending time with his wife and two children.

With a dedication to building long-lasting relationships, Michael acts as our trading and portfolio specialist for our institutional and individual clients.  His specialty includes working with finance directors and treasurers of corporations, municipalities, schools, non-profits and health care organizations.  Michael began his career with Fifth Third Securities in 2001. He joined the Touchstone Team here at UBS in September, 2018. Although Michael's B.A. degree from Miami University of Ohio was in Fine Art, his passion for math led him to earn his M.B.A. from the University of Toledo. This combination has given him a unique perspective and a way to look creatively at building and managing portfolio strategies. Michael has also earned Series 7, 63 and 65 Securities licenses.

A lifelong passion for history, especially related to the Toledo area, inspired Michael to become the historian for the Inverness Club of Toledo. He is also active within his community, as a trustee for the Ottawa Hills foundation and the Advisory Council for the University of Toledo Medical Center. He and his family, including his wife, Kelly, and daughters, Delaney and Mia, are also active with the local United Way.  

Kenny is a Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ (CFP®) with Touchstone Wealth Partners at UBS. Working hand-in-hand with clients to understand their personal and financial goals, he creates long-term comprehensive financial plans to help clients manage their complex financial lives .

Prior to joining the team, Kenny was elected into the highly competitive UBS Inter-Generational Advisor Program in New York City. As part of the rotational program, he had the unique opportunity to engage with the firm’s ultra high net worth clientele through the UBS Women’s Symposium and Young Successors Program, which focus on financial education, philanthropy, and the impact of wealth on family dynamics and the rising generation.

Kenny graduated with honors from The Ohio State University with a B.S. in business administration, specializing in finance and minoring in entrepreneurship. Actively involved in the community, he assists in teaching courses on retirement strategies through various local communities.

Mitch Wise is a First Vice President and Financial Advisor with Touchstone Wealth Partners, a nationally recognized team and one of the largest teams within UBS, the largest Global Wealth Management Firm in the world.

Mitch graduated in three years, with honors, from The Ohio State University, earning a B.S. in Business Administration with a specialization in Finance. While at Ohio State, he received the Outstanding First Year Student Award, as well as the Pace Setters Award, given as the Business School's highest honor to the top 1% of graduating students.

After graduation, Mitch accepted a role with Goldman Sachs in New York City, where he spent time in the Asset Management Division before moving to the Securities Division, working as an Interest Rate Specialist on their Cross-Asset Sales Team. From there, he moved to Citadel Securities in New York City, serving as a Vice President of Interest Rate Sales with a focus in US Treasuries and Interest Rate Derivatives. In that capacity, he covered an account base of over 40 institutional clients that included Hedge Funds, Asset Managers, Pensions, and Official Institutions.

Mitch - fully licensed having completed the Series 3, 7, 63, and 65 exams - takes pride in his client-centric approach and drawing on his diverse financial background to solve problems effectively and efficiently. He and his wife, Jordana, reside in Bonita Springs, Florida, where they enjoy spending time with friends and family, being outdoors, and watching their favorite sports teams

Insight grounded in experience
With over 22 years of experience with several of the industry’s major wealth management firms, Kristie brings extensive knowledge to her team’s financial planning practice. Kristie works closely with individuals and families to develop customized, goals-based plans that help evaluate whether or not they are on track toward achieving what is most important to them. She uses these insights to model a variety of scenarios and conducts a comprehensive risk assessment to address possible critical issues. Kristie’s main objective is to help clients answer their most important questions about their wealth and their future. She then helps them take the necessary steps to feel more prepared to meet life’s financial challenges, from college funding to insurance and retirement planning.

Credentials that build confidence
Kristie is a Certified Financial Planner™ and a Chartered Retirement Planning Counselor® and holds the FINRA Series 7, 63, 65 and life, variable, accident and health insurance licenses. She earned her bachelor’s degree in finance from the University of Toledo, graduating magna cum laude, and her M.B.A. from Bowling Green State University.

She is an active volunteer in her community. Kristie has taught local high school students about investing and local college students about financial planning. She has also been involved with Business and Professional Women of Ohio, Junior Achievement, Junior League and Harbor Behavioral Health Board. Kristie particularly enjoys participating in school and sports activities with her son and daughter. She and her husband, Michael, live in Sylvania, OH with their two children, Lillian and Logan.

Spencer serves as Senior Vice President, Senior Portfolio Manager and Financial Advisor for UBS Global Wealth Management and is a founding member of Summit Wealth Management. He is passionate about serving clients and building meaningful relation-ships. In his role, Spencer and his team provide customized and comprehensive wealth management solutions to individuals and families, as well as, public and private institutions.

Philosophically, Spencer and his team are relationship oriented and consultative in their approach to client work He firmly believes in simplifying and coordinating client financial goals and objectives. Spencer has over twenty years of experience in wealth management. Prior to joining UBS, Spencer served as Senior Vice President, Financial Advisor and Portfolio Management Director at Morgan Stanley. Spencer began his career with Kidder, Peabody & Co., Inc.

Spencer holds an undergraduate degree from Miami University in Oxford, Ohio and earned his Master of Business Administration degree, with a specialization in Finance, from The University of Toledo. He holds a Certified Investment Management Analyst (CIMA) designation, as well as, Series 7, 9, 10, 63 and 65 licenses. Spencer is active in the Toledo community and is currently a Trustee for the Boys and Girls Clubs of Toledo. He has previously served on the YMCA Storer Camps Board, The United Way Young Leaders Council and the Family and Child Abuse Prevention Center of Toledo. Spencer also served as a volunteer for Kids Unlimited and was a past mentor for Central City Ministries of Toledo. Spencer and his wife, Christy, reside in Toledo and have two daughters.

Rick has more than 35 years of financial services and business experience. He began his career in the financial services industry with PaineWebber in 1984 after ten years as a private business owner. He focuses his efforts on managing individual portfolios for clients using risk management, tax efficient investing and asset allocation models. Rick is committed to a disciplined approach toward asset accumulation, with a long term emphasis.

Brad serves as Senior Vice President, Financial Advisor for Touchstone Wealth Partners.

Brad brings a unique perspective and skill set to advising clients. As a result of his background in public accounting, Brad is able to effectively translate this knowledge to client financial and investment planning. Brad takes a holistic planning approach with his clients, specifically focusing on retirement cash flow planning and risk management. Brad employs and orchestrates a team approach in serving his clients. He firmly believes in communicating and coordinating financial strategy with his clients’ other advisors, such as their accountant and estate planning attorney, in order to obtain the best possible solution.

Brad has over twenty-five years of experience in the financial services industry. Prior to joining UBS, Brad served as First Vice President, Financial Advisor at Morgan Stanley. Brad is a graduate of The Ohio State University and earned a Bachelor of Science in Business Administration degree (accounting). Brad is a former Board member of The Toledo Hospital and is active in the community. During his free time, Brad enjoys spending time with his family, playing golf, reading, and traveling.

Justin is a Financial Advisor on the Summit Wealth Management Group. He collaborates with the other advisors to work with individuals, families, and businesses to help critically weigh the best opportunities for managing and protecting their wealth. Justin earned the professional designation of Charted Retirement Planning Counselor or CRPC from the College of Financial Planning and earned his Bachelor's degree from Ohio Northern University in Business Management. He currently resides in Weston, OH with his wife Kendra and daughter's, Kolbie & Kyler.

With over 21 years’ experience in banking and financial services, Shauna brings extensive knowledge and expertise to her role as a Client Service Associate. She began her career at Bank Plus in Mississippi, and most recently worked as a Consumer Banking Process Precision Analyst with SunTrust. Fully licensed with her Series 7 and 66, Shauna strives to always do what is best for the client and deliver exceptional, white-glove service. A native of southwest Mississippi, Shauna has been married to her husband, Marc, for 22 years. In her spare time, she enjoys spending time with friends and family, traveling, and is always up for a new adventure.

Alicia joins us with nearly sixteen years’ experience in banking and financial services. She began her career working thirteen years at Citizens Bank, and most recently worked at New York Life as a Financial Services Professional. During her years in the banking community, she achieved her Life and Health Insurance certificate and passed the Series 6, 63 and 65 financial services industry exams. Alicia’s priority is to earn her clients’ trust while helping them to reach their goals and aspirations. She strives to always do what is best for the client and deliver exceptional service. Alicia has been married to her husband, Ken, for the past thirteen years and she has a 12-year-old daughter named, Addi. As a dedicated and committed member of her church, she proudly holds a position as part of the financial council. A native of Toledo, in her spare time she enjoys coaching her daughter in softball and volleyball.

Dawn Stebelton has over 16 years of experience in the financial services industry. 

Prior to joining UBS, Dawn served as a Senior Registered Client Associate at Morgan Stanley, earning her Series 7 & 63 Licensing.  She has a BA from the University of Toledo with a specialization in Psychology.

Dawn enjoys building high quality meaningful relationships with our clients.  She is dedicated to providing exceptional client service while discovering solutions to meet their everyday needs and goals.

Dawn resides in Sylvania, OH with her husband Philip and their two daughters Isabella and Mackenzie.  When She is not watching their daughters play travel soccer, Dawn likes to give back to her community by volunteering her time with her parish, St. Joes in Sylvania & the Parish School.  Dawn’s family is rounded out by her four legged family members which consist of two cats (Rocky & Belleboa) and her pet pig Chopper.

Heather has diligently been working as the Branch Office Administrator during these challenging pandemic months. With over thirty years’ experience in the financial services industry, Heather started her career in 1990 with Paine Webber as a wire operator and later transitioned into a Client Service Associate for McDonald Investments. Throughout her career and due to her vast industry experiences, she prides herself as a problem solver and strives to provide a wonderful client experience. In addition to her branch responsibilities, Heather will support administrative and operational tasks for the team. Heather and her husband, Brian, live in Sylvania and have three children (Alexis 27, Lucas 18, Lily 16).  She enjoys spending time with friends and family, attending her kids’ sporting events, and has a passion for flipping houses with her husband.

With an incredible tenure that has lasted almost 30 years, Gail continues to provide her expertise and personal touch to our Touchstone UBS clients. As our Wealth Management Associate, Gail is Series 7 and 66 licensed, and is a graduate of Stautzenberger College.  Gail and her partner Daniel Gordon reside in Temperance, MI and enjoy spending time doing various outdoor activities with their three daughters and eight granddaughters.

With a passion for building rapport with our clients, Meranda’s communication and organizational skills are invaluable when helping to serve the needs of our clients as our Client Service Associate.  With a background in the finance department of Stautzenberger College, Meranda’s experience included providing lending solutions and long term opportunities for financial success with students and their families.  Meranda is a graduate of The University of Toledo with a Bachelor’s in Business Administration and a double major in Business Management and Marketing.   Originally from Dundee, Michigan, Meranda currently resides in Toledo with her four-legged rescue companion Dodger.  In her free time, she enjoys reading, traveling, and exercising.

Austin is a Registered Client Service Associate with a focus on client relationship building and business development activities. He believes financial planning and education are an essential part of someone’s overall health and wellness. A graduate of Miami University (OH), Austin has obtained Series 7 and 66 licenses, and will begin working towards the Certified Financial Planning (CFP) designation.

Born and raised in Cincinnati, OH, Austin currently lives in Perrysburg with his girlfriend Madison, and their boxer Theo. In his free time, he enjoys being outdoors and trying new experiences.

Sam is a dedicated member of the Touchstone Wealth Partners team whose journey from the serene landscapes of Ocala, FL, to the vibrant community of Southwest Florida has shaped her unique perspective and diverse skill set.

Rooted in a long and consistent love for the ocean, Sam earned her Bachelor's degree in Marine Science from Florida Gulf Coast University, where she participated in research focused on nesting sea turtles and Florida fisheries. Following graduation, Sam made a bold decision to transition into the financial sector, gaining invaluable experience as a mortgage lender for three years, followed by a tenure as a personal banker at a community bank. Now, as an integral member of our team at UBS, Sam is dedicated to leveraging her expertise and passion to deliver unparalleled service and support to our clients. Backed by a collaborative team of industry experts, Sam is committed to providing a flawless, rewarding, and consistently exceptional experience for every client.

When not immersed in the world of finance, Sam finds joy and adventure in the tranquil waters of Florida, indulging in her passions for fishing and diving. Sam also has cared for two beloved horses for over 15 years. Alongside her equine companions, Sam shares her home with two faithful canine companions. With her diverse interests and unwavering dedication, Sam brings a unique perspective to the Touchstone Wealth Partners team.