Experience

Andy joined UBS in September of 2024, following nearly 20 years at Morgan Stanley. His enthusiasm and passion for financial planning lead him to a career in Wealth Management. Specializing in working with families in all stages of life, Andy truly enjoys helping them reach their financial goals. Andy has been named to Forbes list of “America’s Best-in-State Wealth Advisors” (2021-2024).

Prior to joining Morgan Stanley, Andy attended The Pennsylvania State University where he majored in finance. Immediately after graduating Andy began serving his country as a member of the United States Navy. Andy served in the Navy as a Flight Officer for 8 years. While serving, Andy participated in Operation Enduring Freedom and the Kosovo Campaign for which he was awarded the Navy Air Medal for meritorious achievement in flight.

A native of Montgomery County, Andy currently resides in Rockville, MD with his wife Karen and his two sons. When Andy is not financial advising, he enjoys playing golf, pickle ball, watching his sons play baseball, cheering for his beloved Washington Nationals and Nittany Lions, and watching old Seinfeld episodes.

Gene joined UBS in September of 2024, following nearly 30 years at Morgan Stanley. He is a graduate of American University (BS) and George Washington University (MBA). In 2004, Gene attained the Certified Investment Management Analyst (CIMA®) designation from the University of Pennsylvania’s Wharton School of Business. He is a member of the Investment Management Consultants Association. He is an avid golfer. Gene lives in Bethesda, MD with his wife and two daughters.

Terence joined UBS in September of 2024 following nearly 10 years at Morgan Stanley. Terence concentrates on executive financial planning and working closely with clients and their families to develop tailored strategies to address areas such as income and retirement planning, company stock planning and investment management.

Prior to joining Morgan Stanley, Terence worked as a corporate business analyst at an international environmental consulting firm (Environ) as well as a DC law firm (Miller & Chevalier Chartered). He completed his Certified Financial Planner® designation at Georgetown and graduated with a Bachelor’s of Science in Finance from Providence College in 2009. 

Outside of work, Terence coaches high school hockey at his former school, Gonzaga College High School and is an active member of his neighborhood civic association.

Casey joined UBS in September of 2024 after 7 years at Morgan Stanley. As the Senior Wealth Strategy Associate and Financial Planning Specialist for The Wingman Capitol Group, Casey focuses on providing a high level of customer service. Her close working relationship with clients allows her to assist them in achieving their personal goals through financial planning.

After graduating high school in 2008 Casey attended York College of Pennsylvania. Upon completing her first semester, she realized her true passion of working with clients and decided to instead pursue obtaining her cosmetology license. While attending the night school program at Empire Beauty School she began working full time for a local bank. Casey was able to climb the corporate ladder quickly, and became a corporate trainer for the bank, all while working evenings and weekends in a salon.

Originally a native of Stewartstown, PA, Casey relocated to Maryland in 2015 where she worked for a Credit Union and then joined Morgan Stanley in early 2017. Casey currently resides in Rockville, MD, is an avid reader, PA sports enthusiast (Go Birds!), and loves to spend as much time outdoors as possible.

Ryan joined UBS in September of 2024 and focuses on providing top tier service for clients. The most recent addition to the Wingman Capitol Group, Ryan is eager to assist clients providing fast, friendly, and effective assistance with anything they need. Prior to joining the team, Ryan went to the University of Maryland and graduated with a degree in economics. He spent a few years travelling the country as a political fundraising director before deciding he preferred helping people save money rather than spend it. At the start of 2024 he found his place with the Wingman Capitol Group and looks forward to building strong relationships with and assisting clients.