How can you pursue what matters most?

TPG Wealth Management - Team Photo

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Plans

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Paul Corbeil - Profile Photo

    Paul Corbeil

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • MD
    • ME
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA
    • WA
    • WI

    Paul Corbeil began his career in the financial services industry in 1989 and has been with UBS and its predecessor firms since 1993.  He is one of two Senior Portfolio Managers at TPG Wealth Management.  Paul was awarded the designation of Certified Portfolio Manager (CPM) in 2014, after completing the Academy of Certified Portfolio Managers' program at Columbia University, which is specifically designed for discretionary portfolio managers.  He is also a Chartered Mutual Fund Counselor (CMFC), a member of the UBS Portfolio Management Program (PMP) and continually seeks out new opportunities to expand upon his expertise.  Paul's responsibilities include overall portfolio construction, individual equity selection and relationship management.  He is a graduate of Ohio Wesleyan University, earning a Bachelor of Arts degree in Economics/Management.  Charitable endeavors are important to Paul and his family as they support a number of organizations, including those focused on veterans.

      • Ohio Wesleyan University, Bachelor of Arts degree in Economics/Management
      • Senior Portfolio Manager
      • Certified Portfolio Manager®
      • Chartered Mutual Fund Counselor℠
      43 Village Way
      Suite 201
      Hudson, OH 44236
    • James S. Yurak - Profile Photo

      James Yurak

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • FL
      • GA
      • IL
      • IN
      • KS
      • MA
      • MD
      • MI
      • NC
      • NJ
      • NM
      • NY
      • OH
      • PA
      • SC
      • TX
      • WA
      • WI

      Jim Yurak has been a member of TPG Wealth Management since 2000.  His primary role with the team is to oversee the delivery of our wealth management process, aided by the two advanced certifications he has earned.  Jim earned the Certified Financial Planner (CFP) designation in 2004, which tests proficiency in all areas of personal finance, including financial planning, taxes, estate planning, and insurance.  Jim also earned the Certified Investment Management Analyst (CIMA) designation in 2007, a curriculum focused on the mathematics of portfolio construction in conjunction with the Wharton School of Business.  Jim graduated with Phi Beta Kappa honors from Colgate University.  He volunteers as Treasurer of Hudson Community First, a local nonprofit organization promoting programs that enrich and support the lives of children and adolescents in the Hudson community.

        • Colgate University
        • Certified Divorce Financial Analyst
        • CERTIFIED FINANCIAL PLANNER™
        • Senior Portfolio Manager
        • Certified Investment Management Analyst®
        43 Village Way
        Suite 201
        Hudson, OH 44236
      • Gregory C. Box - Profile Photo

        Gregory Box

        Financial Advisor

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        • AZ
        • CA
        • CO
        • FL
        • GA
        • IL
        • IN
        • KS
        • MD
        • MI
        • NC
        • NJ
        • NY
        • OH
        • PA
        • SC
        • TX
        • WI

        Greg Box has over 19 years of industry experience.  Prior to his career as a Financial Advisor, he was a former practicing CPA, as well as a former practicing estate planning attorney.  His experience in tax and estate planning is instrumental to TPG's holistic approach to financial planning for our clients.  Greg frequently acts as a liaison between our clients and their attorneys and accountants in an effort to maximize the benefits of a client's financial, estate, and tax plans.  Greg obtained his undergraduate degree from Canisius College in Buffalo, NY, and Juris Doctorate from The University of Akron School of Law.  Greg volunteers for The Rotary Club of Hudson serving our local community.

          • Canisius College, Undergraduate degree
          • The University of Akron School of Law, Juris Doctorate
          • Vice President - Wealth Management
          43 Village Way
          Suite 201
          Hudson, OH 44236
        • Paul M. Douglas - Profile Photo

          Paul Douglas, CFP, CRPS

          First Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AR
          • CA
          • CO
          • CT
          • FL
          • IL
          • IN
          • KY
          • MA
          • MI
          • MO
          • MT
          • NC
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • TN
          • TX
          • VA
          • WA

          Paul Douglas has dedicated the past ten years to his craft as a Financial Advisor. He is in charge of behavioral analysis for TPG, assists in selecting investments used in TPG client portfolios, serves as a relationship manager and is passionately involved with his clients' holistic financial planning strategies. He represents the group in Austin, Texas where he resides and serves clients located all throughout the United States.

          Paul obtained his undergraduate degree in finance (magna cum laude) from the Honors College at The University of Akron. He is involved in a number of different charitable organizations and boards including The National Alumni Association Board for The University of Akron. Some causes that are important to him are animal welfare, disaster relief and chronic disease research.

          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
          • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

          • University of Akron, Undergraduate degree in finance (magna cum laude)
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Retirement Plans Specialist℠
          • Portfolio Manager
          98 San Jacinto Boulevard
          Suite 600
          Austin, TX 78701
        • Amy Mcdonald - Profile Photo

          Amy McDonald

          Client Associate

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            Amy McDonald joined TPG in early 2014.  Upon graduating in 1991 from The Ohio State University with a B.S. in Business Administration with a concentration in Marketing, she began her financial services career with McDonald and Company Investments and continued working for a mutual fund wholesaler.  Amy primarily handles all of the marketing aspects for our team from planning and organizing client events and communication, as well as assisting our financial advisors and clients with administrative needs and financial reports.  Amy serves as the Cleveland Chapter Chairperson for The Karen Wellington Foundation for LIVING with Breast Cancer, a foundation that honors women and their families living with breast cancer with vacations and other FUN-only activities.

              • The Ohio State University, B.S. in Business Administration with a concentration in Marketing: 1991
                43 Village Way
                Suite 201
                Hudson, OH 44236
              • Delores Elliott - Profile Photo

                Delores Elliott

                Client Associate

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                • FL
                • NY
                • OH

                Dede Elliott joined our team in 2015.  From her prior management positions with Marriott ExecuStay and NetJets, she brings extensive customer service for high net worth clients to our team.  Dede is the key point person for assisting our clients and financial advisors and is responsible for most of the administrative processes on a day to day basis.  She has a Bachelor's degree in Business Operations from DeVry Institute.  She holds her Series 7 and 66 licenses.  Dede enjoys spending time with her three children and volunteers as a volleyball coach for Aurora Parks and Recreation.

                  • DeVry Institute, Bachelor's degree in Business Operations
                    43 Village Way
                    Suite 201
                    Hudson, OH 44236
                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Estate planning strategies

                  Estate planning strategies

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  Global leader

                  UBS is a world-leading wealth manager

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                  Euromoney Private Banking and Wealth Management Survey, 2022

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