$1.2 Billion
Assets under management
$1.2 Billion
Assets under management
150 +
Collective years of experience
10 person
seasoned team
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.
Ed has been in the financial services industry for 37 years. He is currently a Senior Vice President with UBS Financial Services Inc. In 2010, Ed attained his Portfolio Manager title through UBS’s Portfolio Management Program and is now a Senior Portfolio Manager. In order to maintain his numerous licenses and designations, he attends a minimum of 35 hours of continuing education classes per year.
Ed spent four years as a Trust Officer with one of the nation’s largest banks before joining forces with Mitch, in 1993. Ed has extensive training in estate planning and wealth management. His team manages a diversified base of clients that varies from wealthy families to institutions, foundations, private schools, associations, and corporations in Central Florida.
Ed was born and raised in St. Louis, MO. He attended Florida State University in their honors program, and graduated magna cum laude with a B.S. in Business. Ed has been married for 29 years to his wife, Janet, and they have one child, Clay, who is 27. He enjoys playing competitive tennis and scuba diving with Janet and Clay.
Mitch has been a Financial Advisor since 1983. He obtained his Certified Financial Planner™(CFP®) designation in 1987 and earned the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business in 2005. In 2007, Mitch obtained the Chartered Retirement Plans Specialist (CRPS®) designation, which provides the expertise needed to implement, evaluate and monitor corporate retirement plans. In 2010, Mitch completed coursework to receive his Portfolio Manager title through UBS’s Portfolio Management Program.
Mitch works with individual and institutional accounts by providing consulting and investment advice. His commitment to this ever-changing industry leads him to complete advanced coursework each year above what is required to maintain his designations. He especially enjoys the opportunity to work with private clients and their families over many years.
Mitch grew up in Perry, Florida, and attended the University of Florida, graduating with a B.S. in Chemistry. He has been married to his high school sweetheart, Rhonda, for 42 years. They have been blessed with three children, now married, and seven grandchildren.
Jerrey's first encounter with the financial services industry was as a client of an advisor while he was still playing professional baseball. His experience proved successful on the investing side but it sorely lacked the personal connection that Jerrey was looking for from an advisor. After his 12 years in baseball with such organizations as the San Diego Padres, Chicago Cubs, Houston Astros, Anaheim Angels, Montreal Expos and Cincinnati Reds, Jerrey used his own personal experience to realize that he wanted to provide the financial services experience to successful individuals and business owners the way he believed it should be done.
Every business owner will have an exit one day. Are you prepared? Jerrey helps business owners navigate the 5 D's of exiting a business to help them ensure they can control their own destiny and transition on their terms.
As a Certified Exit Planning Advisor, Jerrey focuses on helping you make informed decisions so you can leverage the value of your largest and most important asset, your business, to help you create a legacy for the people and causes you care most about. You have a vision for your future but may not have developed a plan to achieve it. By applying over 18 years of experience in guiding individuals toward success, Jerrey couples business transition advice with tailored personal financial planning.
Areas of focus: exit planning, succession planning, cash flow management, post-sale planning, legacy planning, philanthropy, financial education, family planning, along with multigenerational wealth transfers, investment management, trust planning, and lending solutions.
Jerrey was born and raised in Seminole County and now he, his wife, and their two daughters call Belle Isle home. Jerrey is active in community and enjoys playing golf and watching his daughters play lacrosse for Duke and Stanford.
Heather joined UBS in 2008 as the firm's Central Florida financial planning specialist. In this role, she prepared financial plans for UBS clients throughout the region’s six offices. Heather joined the team in 2010. As a Certified Financial Planner®, Heather focuses on holistic client advice in the areas of financial planning, insurance, investments, and retirement planning.
She employs her knowledge by creating a structured approach for clients to help them achieve their personal and financial goals. She is the point person for all financial planning activities and works with the team on creating custom portfolios and fund allocation analysis. Heather obtained the Chartered Retirement Plans Specialist (CRPS) designation in 2011 and greatly enjoys working with retirement plan sponsors and participants.
Heather graduated from the University of Miami with a B.B.A., having majored in Finance. She is a member of Florida Executive Women, 100 Women Strong, and the Central Florida Estate Planning Council. She is a past board member and sustaining member of the Junior League of Greater Orlando and Leadership Winter Park Class XXVI. Heather enjoys volunteering, running, and traveling. She lives in Oviedo with her husband, Justin and their two sons.
Brian entered the financial services industry in 1999. He was raised in Orlando and received his undergraduate degree from Auburn University's college of engineering. While serving as an Army Officer, Brian completed his MBA at Embry Riddle.
As a First Vice President - Wealth Management at UBS, he works with families to help them achieve their wealth management goals. He has attained his Certified Financial Planner (CFP®) so that he may deliver a written, comprehensive plan. Brian's proactive and customized approach covers estate, legacy and liability planning while incorporating tax efficient strategies.
Brian is actively involved in the community and has served on several philanthropic, veteran and education boards. He and his wife, Katie, live in Lake Mary with their two children.
Jim's career began in 1980 and he has just entered his 40th year as a Registered Investment Advisor. He is currently a Senior Vice President- Wealth Management in our Winter Park office.
Jim has worked with two of his new partners Mitch Schrenk and Ed LeMasters off and on again since he first met Mitch in 1983. He became the youngest managing branch manager for privately held Drexel Burnham Lambert in 1985, and successfully recruited Mitch and Ed to work there in the 1980s.
Jim has been actively managing both equity, fixed income and alternative investments for clients in the accumulation phase, retirement income, and wealth transfer phases of their lives. He believes deeply that investing is a process not an event. As a keen observer and follower of The Federal Reserve Monetary Policy, he helps our clients manage their assets through rising and falling interest rate environments.
Jim was born and raised in Fort Lauderdale, Florida. He later attended Florida State University and was a Member of the National Board of Directors for Seminole Boosters for 6 years. He and his wife Martha reside in Orlando and together have five grown children, three married, and eight grandchildren. Traveling, racquetball, and family time are how they spend their leisure time.
Ed has been in the financial services industry for 37 years. He is currently a Senior Vice President with UBS Financial Services Inc. In 2010, Ed attained his Portfolio Manager title through UBS’s Portfolio Management Program and is now a Senior Portfolio Manager. In order to maintain his numerous licenses and designations, he attends a minimum of 35 hours of continuing education classes per year.
Ed spent four years as a Trust Officer with one of the nation’s largest banks before joining forces with Mitch, in 1993. Ed has extensive training in estate planning and wealth management. His team manages a diversified base of clients that varies from wealthy families to institutions, foundations, private schools, associations, and corporations in Central Florida.
Ed was born and raised in St. Louis, MO. He attended Florida State University in their honors program, and graduated magna cum laude with a B.S. in Business. Ed has been married for 29 years to his wife, Janet, and they have one child, Clay, who is 27. He enjoys playing competitive tennis and scuba diving with Janet and Clay.
Mitch has been a Financial Advisor since 1983. He obtained his Certified Financial Planner™(CFP®) designation in 1987 and earned the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business in 2005. In 2007, Mitch obtained the Chartered Retirement Plans Specialist (CRPS®) designation, which provides the expertise needed to implement, evaluate and monitor corporate retirement plans. In 2010, Mitch completed coursework to receive his Portfolio Manager title through UBS’s Portfolio Management Program.
Mitch works with individual and institutional accounts by providing consulting and investment advice. His commitment to this ever-changing industry leads him to complete advanced coursework each year above what is required to maintain his designations. He especially enjoys the opportunity to work with private clients and their families over many years.
Mitch grew up in Perry, Florida, and attended the University of Florida, graduating with a B.S. in Chemistry. He has been married to his high school sweetheart, Rhonda, for 42 years. They have been blessed with three children, now married, and seven grandchildren.
Jerrey's first encounter with the financial services industry was as a client of an advisor while he was still playing professional baseball. His experience proved successful on the investing side but it sorely lacked the personal connection that Jerrey was looking for from an advisor. After his 12 years in baseball with such organizations as the San Diego Padres, Chicago Cubs, Houston Astros, Anaheim Angels, Montreal Expos and Cincinnati Reds, Jerrey used his own personal experience to realize that he wanted to provide the financial services experience to successful individuals and business owners the way he believed it should be done.
Every business owner will have an exit one day. Are you prepared? Jerrey helps business owners navigate the 5 D's of exiting a business to help them ensure they can control their own destiny and transition on their terms.
As a Certified Exit Planning Advisor, Jerrey focuses on helping you make informed decisions so you can leverage the value of your largest and most important asset, your business, to help you create a legacy for the people and causes you care most about. You have a vision for your future but may not have developed a plan to achieve it. By applying over 18 years of experience in guiding individuals toward success, Jerrey couples business transition advice with tailored personal financial planning.
Areas of focus: exit planning, succession planning, cash flow management, post-sale planning, legacy planning, philanthropy, financial education, family planning, along with multigenerational wealth transfers, investment management, trust planning, and lending solutions.
Jerrey was born and raised in Seminole County and now he, his wife, and their two daughters call Belle Isle home. Jerrey is active in community and enjoys playing golf and watching his daughters play lacrosse for Duke and Stanford.
Heather joined UBS in 2008 as the firm's Central Florida financial planning specialist. In this role, she prepared financial plans for UBS clients throughout the region’s six offices. Heather joined the team in 2010. As a Certified Financial Planner®, Heather focuses on holistic client advice in the areas of financial planning, insurance, investments, and retirement planning.
She employs her knowledge by creating a structured approach for clients to help them achieve their personal and financial goals. She is the point person for all financial planning activities and works with the team on creating custom portfolios and fund allocation analysis. Heather obtained the Chartered Retirement Plans Specialist (CRPS) designation in 2011 and greatly enjoys working with retirement plan sponsors and participants.
Heather graduated from the University of Miami with a B.B.A., having majored in Finance. She is a member of Florida Executive Women, 100 Women Strong, and the Central Florida Estate Planning Council. She is a past board member and sustaining member of the Junior League of Greater Orlando and Leadership Winter Park Class XXVI. Heather enjoys volunteering, running, and traveling. She lives in Oviedo with her husband, Justin and their two sons.
Brian entered the financial services industry in 1999. He was raised in Orlando and received his undergraduate degree from Auburn University's college of engineering. While serving as an Army Officer, Brian completed his MBA at Embry Riddle.
As a First Vice President - Wealth Management at UBS, he works with families to help them achieve their wealth management goals. He has attained his Certified Financial Planner (CFP®) so that he may deliver a written, comprehensive plan. Brian's proactive and customized approach covers estate, legacy and liability planning while incorporating tax efficient strategies.
Brian is actively involved in the community and has served on several philanthropic, veteran and education boards. He and his wife, Katie, live in Lake Mary with their two children.
Jim's career began in 1980 and he has just entered his 40th year as a Registered Investment Advisor. He is currently a Senior Vice President- Wealth Management in our Winter Park office.
Jim has worked with two of his new partners Mitch Schrenk and Ed LeMasters off and on again since he first met Mitch in 1983. He became the youngest managing branch manager for privately held Drexel Burnham Lambert in 1985, and successfully recruited Mitch and Ed to work there in the 1980s.
Jim has been actively managing both equity, fixed income and alternative investments for clients in the accumulation phase, retirement income, and wealth transfer phases of their lives. He believes deeply that investing is a process not an event. As a keen observer and follower of The Federal Reserve Monetary Policy, he helps our clients manage their assets through rising and falling interest rate environments.
Jim was born and raised in Fort Lauderdale, Florida. He later attended Florida State University and was a Member of the National Board of Directors for Seminole Boosters for 6 years. He and his wife Martha reside in Orlando and together have five grown children, three married, and eight grandchildren. Traveling, racquetball, and family time are how they spend their leisure time.
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
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and pursue your future financial goals—and life goals after you step away.
Whether your career is on the playing field, the hardwood, the stage or screen, we focus on your financial world so that you can focus on giving your best. How do we do it? Through customized financial planning focused on your needs and coordinated with your agent and accountant.
Are you considering an exit from your business? From investment banking to business transition planning to post-liquidity wealth management, we have the experience to help you with your future plans for your business. We can connect you to the resources you need to solve any challenge that may arise.
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
UBS Business Transition Services can help unlock the possibilities
Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2022
$2.8 trillion
In invested assets globally
As of 06/30/2022
Global leader
UBS is a world-leading wealth manager
Your message has been successfully submitted.
Your submission was unsuccessful.