Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Wellington Group

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.

  • richard

    Richard Emmelhainz

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KY
    • MD
    • ME
    • MI
    • MN
    • NC
    • ND
    • NM
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA

    I have been an employee with UBS since October of 1970, and graduated from the Ohio State University in 1976 with degrees in Finance and Accounting.  For the last nineteen years, I have been a member of the Wellington Group as a Financial Advisor.  I enjoy spending time with my six grandchildren and enjoy bicycling with my wife, Mid.

      • Ohio State University
        200 East Main Street
        Suite 900
        Ft. Wayne, IN 46802
      • matthew

        Matthew Paonessa

        Account Vice President

        Financial Advisor

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        • AZ
        • CA
        • CO
        • FL
        • GA
        • IA
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • ND
        • NM
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA

        I have been with UBS and a member of the Wellington Group since 2014, and worked in sales management and marketing prior to that.  I graduated from Ball State University with a Business degree.  Any free time that I have is most enjoyed with my two daughters, Isabelle and Lucy.

          • Ball State University
            200 East Main Street
            Suite 900
            Ft. Wayne, IN 46802
          • shelly

            Shelly Rhoades

            Senior Client Associate

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            • CA
            • FL
            • IN
            • MI
            • OH

            I have been with UBS as a member of the Wellington Group since July 2010, and graduated from the International Business College in 1996 with a degree in Applied Science with legal specialization.  Gardening, going on walks, and spending time with family are what I enjoy in my spare time.

              • International Business College
                200 East Main Street
                Suite 900
                Ft. Wayne, IN 46802

              The Year Ahead - Sustainable Investing

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              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.

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              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

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