Senior Vice President–Wealth Management
Financial Advisor
Gary brings 25 years of wealth management experience to the Vance Financial Group. He has guided clients though all phases of their financial journey, including both wealth accumulation and wealth distribution. Gary completed the UBS Portfolio Management Program, which allows the Vance Financial Group to offer discretionary investment management. Gary believes in providing a total wealth management experience with a focus on financial planning.
Gary has been a Scout Master for his church Boy Scout troop for 23 years and is also active in the Ohio Valley Woodturners Guild. Gary and and his wife Donna reside in Tipp City where they are active in their church and community. Gary and Donna have four children and four grandchildren.
Education
Senior Vice President–Wealth Management
Financial Advisor
Gary brings 25 years of wealth management experience to the Vance Financial Group. He has guided clients though all phases of their financial journey, including both wealth accumulation and wealth distribution. Gary completed the UBS Portfolio Management Program, which allows the Vance Financial Group to offer discretionary investment management. Gary believes in providing a total wealth management experience with a focus on financial planning.
Gary has been a Scout Master for his church Boy Scout troop for 23 years and is also active in the Ohio Valley Woodturners Guild. Gary and and his wife Donna reside in Tipp City where they are active in their church and community. Gary and Donna have four children and four grandchildren.
Education
First Vice President–Wealth Management
Financial Advisor
Derek joined UBS in January of 2014 with a focus on helping clients with investment and insurance needs. Derek has been in the financial services industry serving as a Financial Advisor since 2006. Within the Vance Financial Group, Derek focuses on financial planning, investment research and building strong client relationships.
Derek and his wife Cady along with their two young children live on a small horse farm near Caesar Creek where they are active in their church and community.
Education
First Vice President–Wealth Management
Financial Advisor
Derek joined UBS in January of 2014 with a focus on helping clients with investment and insurance needs. Derek has been in the financial services industry serving as a Financial Advisor since 2006. Within the Vance Financial Group, Derek focuses on financial planning, investment research and building strong client relationships.
Derek and his wife Cady along with their two young children live on a small horse farm near Caesar Creek where they are active in their church and community.
Education
Client Associate
Client Associate
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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