The way forward

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Carl has been implementing wealth management strategies for private and institutional clients since 1987. He believes that the wealth management process begins with a comprehensive assessment of a client’s current situation and an understanding of where they want to be in the future.

Advising high net worth clients on wealth accumulation, preservation and transfer strategies, Carl is a Portfolio Manager within the UBS Portfolio Management Program (PMP). He realizes that an investor can take comfort in knowing their portfolio is being handled by someone who understands their needs and goals, and who can draw on the strength of UBS resources.

Carl holds a Bachelor of Arts degree from Gettysburg College. He earned his Certified Investment Management Analyst® (CIMA®) designation from The Wharton School of Business at the University of Pennsylvania.

• Gettysburg College, B.A.

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Mark has been working with business owners, successful professionals and their families on the design and implementation of wealth management strategies since 1998. Prior to becoming a Financial Advisor, Mark spent 20 years providing information systems solutions to small and midsize businesses.

With a conviction that financial planning can provide a road map to help clients achieve their goals, Mark applies his training and expertise to the development and implementation of comprehensive wealth management plans for clients. He is a UBS Wealth Advisor, Retirement Plan Consultant and is authorized to provide discretionary investment management as part of the UBS Portfolio Management Program (PMP).

Mark graduated from Gettysburg College and received an M.B.A. from Temple University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Certified Exit Planning Advisor® (CEPA®), Chartered Retirement Plans Specialist^SM (CRPS®) and earned his Certified Investment Management Analyst® (CIMA®) designation at The Wharton School of Business at the University of Pennsylvania.

• Gettysburg College
• Temple University, M.B.A.

• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Consultant
• Chartered Retirement Plans Specialist℠

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John has been providing wealth management and financial planning services, for families, high net worth individuals, and businesses since 2009. Prior to joining Uehling Wealth Management, John worked as a consultant for Delaware Investments and as a Financial Advisor for Merrill Lynch.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, John’s process aims to effectively help clients accomplish their financial goals by following the CFP Practice Standards and is authorized to provide discretionary investment management as part of the UBS Portfolio Management Program (PMP). In 2016, John graduated from the UBS Wealth Advisor Program, which prepares advisors to meet the needs of high net worth clients.

John graduated from Ithaca College with a degree in business administration and finance. He lives in Fort Washington, PA with his wife, Katelyn, their sons, Pierce and Connor and daughter Brooke.

• Forbes Best-in-State Wealth Advisors, 2023, 2024The 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.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Ithaca College, Business Administration and Finance

• Wealth Advisor
• CERTIFIED FINANCIAL PLANNER®

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Tim joined Uehling Wealth Management after 11 years in the technology and healthcare industries. In those roles he delivered tailored solutions to business owners and professionals throughout the greater Philadelphia area.

Tim brings this collaborative, solutions-based approach to the wealth management process to the Uehling team. As a Chartered Retirement Plans Specialist^SM (CRPS®), he is focused on relationship management and designing and delivering the financial planning experience to individuals, businesses and business owners.

Tim graduated from Penn State University. He lives in Collegeville with his wife, Molly, and their sons, Harrison and Theodore. He enjoys running, golf and gardening.

• Penn State University

• CERTIFIED FINANCIAL PLANNER®

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Sunny began her career in the financial industry in 1990. Before joining UBS, she worked at Smith Barney for nearly 20 years, and at Mellon Bank, N.A. in their Trust department.

For Uehling Wealth Management, Sunny is instrumental in all facets of the group’s overall day-to-day operations. She holds Series 7 and 66 securities licenses and works with clients to deliver efficient and responsive service.

Sunny resides in Philadelphia, PA.

Carrie joined Uehling Wealth Management in 2000. Prior to joining the team, she worked in the managed care field with Healthmarket, Inc. and Brokerage Concepts, Inc.

As a Financial Paraplanner Qualified Professional™, Carrie assists the team’s financial advisors in creating comprehensive financial plans, investment proposals and periodic performance reports. In addition, she helps develop topics and ideas for brochures, reports, letters, presentations, website content and other marketing collateral material. She graduated from Saint Joseph’s University with a Bachelor of Arts degree.

• Saint Joseph’s University, B.A.

• Financial Paraplanner Qualified Professional™