Experience

Brett is a 20-year veteran of UBS, a Certified Private Wealth Advisor® (CPWA®) and Certified Financial Planner™ (CFP®) practitioner. He connects all the moving parts of clients’ financial lives striving to make clients’ complex financial lives simpler.

Brett earned his B.A. in finance from Michigan State University. He and his wife, Sarah, have two children, Russell and Caitlin.

David has been an advisor with UBS for over 15 years, and in the investment industry for more than 20. He empowers his clients through active listening and financial education. He is a graduate of The Kelley School of Business at Indiana University, holds the Certified Investment Management Analyst® designation and is a Certified Financial Planner™.

Outside of UBS, David sits on the board of directors for The Midnight Golf Program. He and his wife, Courtney, have three children, Lucy, Brady and Owen.

Mark recently celebrated his 40th anniversary in the industry. Over the years he has earned a rock-solid reputation among affluent families as a person of compassion, integrity and discretion – a man who cares deeply about family and giving back. Mark began his career in the fall of 1983 at Merrill Lynch. In June of 1989 Mark made his one and only firm change moving to J.C Bradford & Company and quickly ascended to partner status. In 2000 Bradford was sold to Paine Webber which subsequently sold to UBS in 2000. Yes, the names changed but Mark’s distinguished service at this firm have been a mainstay. 

In addition to his established Private Wealth practice throughout the Midwest, Mark is also passionate about his role as a family man and community service advocate. From 1996-2012 he served on the board of trustees for Louisville Jewish Hospital as well as Chair of the Investment and Finance Committees. Mark was instrumental in the sale of the hospital and became a founding member of The Jewish Heritage Foundation. His 12-year board tenure was completed in June 2024. While on the Board he served as Investment Chairman and was a member of the Executive Committee. In recent years Mark has served on the University of Kentucky School of Arts & Sciences Advisory Board. Finally, from 2013-2021 Mark served as a mentor with American Corporate Partners (ACP), a national nonprofit dedicated to helping service members transition from the military to careers in the private sector.

Mark & Tammy have been married since 1989 and are both proud parents of Ryan, Sam & Katie as well as grandparents of Lucas & Harrison, their twin grandsons.

Ryan has been with the Switow Hall Group since 2013. In that time, he has become engrained in the practice leading the planning efforts for all clients as well as handling roles in portfolio management, business development, Alternative Investment analysis, and next generation inclusion. Ryan was raised by Mark since he was 4 years old.

Ryan is an active member in the community having served as Treasurer on the Advisory Board for the Legacy Foundation of Kentucky, formerly Jewish Hospital Foundation, for the last 10 years. He is also an avid golfer and college basketball enthusiast.

Born and raised in Louisville Ryan is a graduate of the Kentucky Country Day School and the University of Louisville College of Business.  Ryan, his wife Krissy, and his twin boys Lucas and Harrison live in Floyd County Indiana and enjoy spending time outdoors with their two giant Alaskan Malamutes.

Angie began her career in 1997 at J.C. Bradford in operations. Her interest in sales prompted her to explore that area of the business and find a mentor. Within six months, she was promoted to Sales Assistant and began studying for the Series 7. Once licensed, Angie joined Mark Switow’s team in 2001. Today, because of her outgoing personality and warm approach to relationship-building, she focuses her efforts on client retention for the team.

Angie has two daughters and enjoys spending time with them and their fur babies, Millie, Daisy and Cleo. She has earned her FINRA Series 7 and 63 securities licenses as well as the Wealth Management Education Certificate. Angie attended Jefferson Community College and The University of Louisville.

Kristina joined the team in 2006. She guides clients through the steps and processes necessary to incorporate the entire wealth management experience. As team administrator, Kristina touches all areas of our practice. Ensuring consistency behind the scenes allows us to deliver the high level of service our clients deserve.

Kristina has a B.A. in finance from Saginaw Valley State University (SVSU). She and her husband, John, have two sons, Miles and Mason. Kristina enjoys helping with her sons’ sports leagues.

Inspired by a comprehensive approach to wealth management, Danielle joined the team in 2016 bringing 10 years of wealth management experience. As a CERTIFIED FINANCIAL PLANNER® professional, she focuses on delivering personalized financial planning strategies to our private wealth clients. Danielle holds a Bachelor of Science in Business Administration and Finance from the University of Detroit Mercy and a Master of Business Administration (MBA) from Wayne State University. Outside of her professional responsibilities, she enjoys traveling and spending time with her son, Kaden.

Darcy joined the team in 2021 to enhance the client experience for our private wealth clients. Darcy brings 15 years of financial service experience in a variety of leadership positions. She is a proud alumna of Michigan State University, where she was a vocal performance major. Darcy and her husband, Devin, have two sons, Teddy and Charlie. Darcy enjoys photography as well as time with friends and family during her free time.

Originally from Bloomfield Hills, Michigan, Mara graduated from Detroit Country Day and obtained her undergraduate degree from Michigan State University’s Broad College of Business. Prior to joining UBS, Mara gained experience in consulting and operations, where she supported Fortune 500 clients with procurement and network design initiatives.

Mara is excited to bring her energy, attention to detail, and passion for client service to her role as a Client Associate. In her spare time, Mara enjoys exercising, cooking, traveling, and spending time at the lake with her family.

Hannah is a Certified Financial Planner® (CFP®)  and registered representative with deep expertise in wealth management, investment analytics, and client relationship support. With a data-driven approach to portfolio performance analysis, business development support, and financial planning, Hannah helps contribute to the growth and success of high-net-worth client relationships. With prior experience at a leading financial institution across multiple institutional retirement, product management, and sales enablement roles, Hannah brings a well-rounded perspective to financial planning, business development, and strategic initiatives. She holds a BA in Economics from the University of Michigan, a Financial Planning certification from New York University, and FINRA Series 7 and 66 licenses.

Hannah is a travel enthusiast, aspiring photographer, self-taught musician, fitness fanatic, and avid reader. She currently resides in Holly, MI with her husband and loves to give back to her community.

Born and raised in Louisville, Jax graduated from Saint Xavier High School in 2017 and obtained his undergraduate degree in Management at Birmingham, Alabama’s Samford University in 2021. Jax has now completed his Masters in Business program at the University of Louisville. Over the past two years,  Jax has served in Intern role for the Switow/Hall Group. Early in 2024 his hard work, work ethic and great attitude earned him a  promotion as a Client Service Associate. By year end Jax will study and sit for the various FINRA & SEC required accreditations.

In his spare time, he enjoys spending time with family, friends, sports as well as helping others all the while taking care of Apollo, his cat. Jax is excited to meet you as he furthers his career at UBS Private Wealth Management.

Born and raised in Louisville, Kaitlin graduated from Assumption High school and obtained her undergraduate degree from the University of Louisville. Prior to joining UBS, she worked in the healthcare industry where she honed her ability to build strong client relationships, address client needs and provide exceptional service – skills she is eager to bring to her role as a Client Associate.

In her spare time, Kaitlin enjoys spending time with her family and friends, traveling, as well as cheering on the UofL Cards!