Let's move forward. Together.

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For over 25 years, Richard has effectively helped manage his clients’ financial futures. In fact, Richard is one of a small number of UBS Financial Advisors who has earned the designation of "Wealth Advisor;" as a Wealth Advisor, he is eminently qualified to provide highly personalized Wealth Management services.  Richard earned his B.S. in Accounting from Fairleigh Dickinson University in Hackensack, NJ. He is also a Certified Financial Planner™ (CFP®), and a Senior Portfolio Manager. These accolades have earned Richard a listing in the Guide to America's Top Financial Planners. He has also been featured on WCBS News Radio discussing Financial Planning concepts. Richard relocated, with his wife Dr. Wendy Miller-Schneider and his children, to Arizona from NYC in 2005 and resides in Paradise Valley. Outside of the office Richard enjoys hiking, bike trips with his family and yoga. He is a former Board Chairman for New Way Academy and member of the parent advisory board for T-Gen's Center for Rare Childhood Disorders.

• 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 Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Fairleigh Dickinson University, B.S. in Accounting

• CERTIFIED FINANCIAL PLANNER®
• Senior Portfolio Manager
• Wealth Advisor
• Retirement Plan Consultant

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Jaime has more than 34 years of financial services experience. Prior to joining UBS, he held positions at Joseph E. Seagram & Sons, General Foods Corporate and Benton & Bowles Advertising Agency. Jaime uses his knowledge to assist clients with their wealth management needs. He has a breadth of experience in the development of retirement, educational, risk management and estate planning investment strategies. Furthermore, Jaime specializes in designing investment solutions that attempt to enhance returns while minimizing risk; managing risk is an important component of his investment philosophy. Jaime earned a B.S. in Mathematics and a Minor in Physics from Clarkson University, and received an M.B.A. in Finance from the NYU Stern School of Business. Furthermore, Jaime has also been awarded the Certified Financial Planner™ (CFP®) and Chartered Mutual Fund Counselor™ (CMFC®) designations. He has been a guest on CNBC programs and has taught as an adjunct mathematics lecturer at Baruch College for over 12 years. Jaime enjoys sports, science, history and numismatics.

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• New York University - Stern School of Business, M.B.A. in Finance
• Clarkson University, B.S. in Mathematics

• CERTIFIED FINANCIAL PLANNER®
• Chartered Mutual Fund Counselor℠
• Senior Portfolio Manager
• Wealth Advisor

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Katrina has worked in financial services for over 23 years. She began working in the financial industry in 1998 after attending Utah Valley University. She has a diverse background in the industry which includes management positions. Katrina maintains her Series 3,7, 9, 10, and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

Katrina has a passion for working with clients to define their goals and help guide them through financial planning. She overseas wealth management and client relations. She also works with our clients in conveying updates on the market, investment strategies and portfolio performance.

Katrina has been married to Jason for over 25 years and they have two adult daughters. During her free time, she enjoys spending time with her family, traveling, reading, and cooking. She is actively involved in their church where they reside in Gilbert.

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Utah Valley University

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Over the past 43 years Kirk has helped clients manage their wealth throughout good times and bad. Kirk joined UBS in 2014 after 36 years at Smith Barney and Morgan Stanley.

With our clients, Kirk emphasizes asset allocation and total portfolio management with a focus on retirement income planning; he also helps clients with education funding and estate planning. Kirk maintains his Series 3, 7, 8 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

Kirk graduated with a bachelor’s degree in finance from University of Colorado and his MBA from Arizona State University. Kirk is a life member of the Scottsdale Charro's. He and his wife reside in Scottsdale where they raised their four children.

Kirk has been involved with many community endeavors including serving on boards of charitable foundations and chairing the Scottsdale Industrial Development Authority.

• 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 Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Arizona State University, MBA
• University of Colorado, Bachelor's Degree in Finance

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Robin has been a Financial Advisor with UBS (formerly PaineWebber) since August of 1979. A pioneer in utilizing a comprehensive approach to wealth management, Robin has been instrumental in the attainment of her clients' financial goals. It is important to Robin to practice a personalized approach customizing the educational, retirement, estate, multi-generational planning and legacy planning to each of her client's needs. A Nebraska native, Robin moved to Arizona after attaining a Bachelor's degree in Business Administration with an emphasis in Economics from the University of Nebraska – Lincoln. Soon after her arrival in Arizona she joined the firm where she has stayed the duration of her career. Robin is an active supporter of community philanthropic programs and outside the office she enjoys spending time with friends and family.  

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Nebraska - Lincoln, B.A. in Business Administration and Economics

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Kelly is a registered client service associate for VAULT Wealth Management Partners. She joined UBS in 2015 and has over 20 years of experience in the financial industry.

Kelly is highly skilled at handling client issues, including managing administrative and operational activities, handling day-to-day workflow, and addressing client administrative requests.

Kelly currently lives in Ahwatukee with her husband Lee and her daughter Savannah.

In her free time, she enjoys hiking, spending time with family and friends, and attending her daughter's softball games.

Ricci joined UBS Financial Services November of 2016 and has been in the Client Service Associate role for over six years. With a diverse background in office administration and customer support, she has a wide-range of experience working with clients in a multitude of capacities.

Ricci is passionate about providing the highest level of service possible to our clients. She understands the importance of building connections and works diligently to earn the trust of those we are fortunate enough to work with.

Ricci currently lives in Tucson, Arizona with her husband Jaime, children Audrey and Cruz.

In her free time, she enjoys reading, baking and taking trips to the zoo and local museums.

Jonathan joined UBS and VAULT Wealth Management in 2021. He earned his B.S. in Communication from Arizona State University as well as his certification in public speaking from The Dale Carnegie School of Public Speaking. He has interned at UBS in Scottsdale as well as Northwestern Mutual Life in New York City where he achieved his Life, Accident, Health and Long Term Care licenses.

Jonathan enjoys public speaking, playing the piano, singing, and participating in obstacle races. He has volunteered with Alpha Phi Omega, a national, co-educational service fraternity at the University of Arizona and was a participant on the Teen Advisory Board for TGEN in Phoenix.

• Arizona State University, B.S. in Communication