$1.3 Billion
Assets under management
$1.3 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 the 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.
Corey has been with UBS since 2014. He understands that each client is different, from a new investor to one with years of experience. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), Corey specializes in implementing financial planning strategies and providing personalized, tailored solutions to meet client's needs. He is known for clearly laying out options and offering straightforward advice and guidance. Corey focuses on portfolio construction, cash management, education planning, retirement planning, legacy planning, debt management and holistic investment advice. He is proficient in delivering in-depth retirement plans by conducting a Financial Goal Analysis to ensure clients are on track to achieving their financial goals.
Corey is originally from St. Petersburg, Florida and currently resides in Maitland, Florida. He is an active member of the Winter Park Chamber of Commerce. He enjoys being active with his Weimaraner (Onyx), exploring the restaurant scene, watching sports and spending time with family.
Melody joined the team in 2009 and has 20 years of industry experience. She has a Series 7 and 66 securities license, as well as insurance licenses. She does all of the managed account trading, prepares performance reports for client meetings, tracks alternative investment results on a monthly basis and is the first point of contact for client service.
Melody attended the University of North Carolina at Pembroke, and enjoys spending time with her husband Will, their young son Liam, and their two dogs.
Gloria joined Morgan Stanley in 1997 and moved with Jerrey to UBS Financial Services Inc. in 2009. Having spent over twenty four years in the financial services industry her expertise is in working with clients to make their experience at UBS a positive one. Gloria strives to know each client on an individual basis so that they feel comfortable and well taken care of. Her goal is for them to have a positive, seamless and rewarding experience. To Gloria, the client is our number one priority.
Gloria enjoys spending time camping, riding ATVs and playing golf in her spare time. She and her husband, Mike, also enjoy spending time with their children and grandchildren.
Emily joined UBS in 2023 after graduating from the University of Florida. She earned a degree in Psychology with a minor in Innovation. She resides in Conway with her cat, Oreo. She enjoys crocheting, baking and exploring coffee shops around the city.
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 the 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.
Corey has been with UBS since 2014. He understands that each client is different, from a new investor to one with years of experience. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), Corey specializes in implementing financial planning strategies and providing personalized, tailored solutions to meet client's needs. He is known for clearly laying out options and offering straightforward advice and guidance. Corey focuses on portfolio construction, cash management, education planning, retirement planning, legacy planning, debt management and holistic investment advice. He is proficient in delivering in-depth retirement plans by conducting a Financial Goal Analysis to ensure clients are on track to achieving their financial goals.
Corey is originally from St. Petersburg, Florida and currently resides in Maitland, Florida. He is an active member of the Winter Park Chamber of Commerce. He enjoys being active with his Weimaraner (Onyx), exploring the restaurant scene, watching sports and spending time with family.
Melody joined the team in 2009 and has 20 years of industry experience. She has a Series 7 and 66 securities license, as well as insurance licenses. She does all of the managed account trading, prepares performance reports for client meetings, tracks alternative investment results on a monthly basis and is the first point of contact for client service.
Melody attended the University of North Carolina at Pembroke, and enjoys spending time with her husband Will, their young son Liam, and their two dogs.
Gloria joined Morgan Stanley in 1997 and moved with Jerrey to UBS Financial Services Inc. in 2009. Having spent over twenty four years in the financial services industry her expertise is in working with clients to make their experience at UBS a positive one. Gloria strives to know each client on an individual basis so that they feel comfortable and well taken care of. Her goal is for them to have a positive, seamless and rewarding experience. To Gloria, the client is our number one priority.
Gloria enjoys spending time camping, riding ATVs and playing golf in her spare time. She and her husband, Mike, also enjoy spending time with their children and grandchildren.
Emily joined UBS in 2023 after graduating from the University of Florida. She earned a degree in Psychology with a minor in Innovation. She resides in Conway with her cat, Oreo. She enjoys crocheting, baking and exploring coffee shops around the city.
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
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
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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.
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.
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.
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.
For your retirement or your company retirement plan
Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.
Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.
Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.
Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.
Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.
Achieving your organization’s mission is your priority. We’re here to help you maximize the rewards and minimize the challenges. We look at each aspect of your organization and will work with you on reviewing everything from your philanthropic mission and decision-making process to your investment philosophy and financial goals.
Keeping abreast of the ever-changing global economy and world capital markets is more than a full-time job, particularly in the current environment. The Portfolio Management Program affords us a uniquely effective format with which to manage your invested assets needs on a fully discretionary basis. Our experience tells us that the pitfalls may best be avoided, and the opportunities maximized, through the adoption of a specific, definite and feasible plan in which all available investment options are exhaustively researched and then exploited with the disciplined approach PMP offers.
No one wants to outlive their money.
But you also don’t want to live with untapped potential.
A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.
As a highly successful executive, you’ve achieved a certain level of professional accomplishment, and obtaining the right personal wealth management advice becomes an even greater priority. Our team can simplify the complexity of your financial world, identify an appropriate strategy, and ultimately help you enhance and preserve your success, today and for many years to come.
Who can you trust to help you make the right decisions for you, your career and your legacy? We’ll meet you wherever you are on your financial journey, at whatever level of understanding. We start with questions and a conversation and then provide education and a financial plan to help you maintain your lifestyle, prepare for the future, and leave a legacy that matters.
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
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