Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
First Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
First Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Wealth Management Associate
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.
Wealth Management Associate
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.
Wealth Strategy Associate
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.
Wealth Strategy Associate
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.
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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