Experience

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.

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.

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.

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.

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.