Since starting in the financial industry in 1980, Shaun has developed expertise in creating sensible solutions for retirement income needs as well as capital preservation.

Shaun looks at his work as if he is a family member trying to care for their finances from the beginning of family planning to the end of life.

He values trust, hard work and really caring about his clients. As a trusted advisor who has seen circumstances from a long-term perspective, Shaun knows that some of his best work occurs when markets are in turmoil or when clients’ lives are difficult. 

Passionate about the Dayton arts community, Shaun serves on The Miriam Rosenthal Foundation Board and is a former board member at WDPR. He is on the Development Committee for the Dayton Foundation and serves as the Education Chair for the Greene County Community Foundation. He and his wife Susan have two daughters and make their home in Beavercreek. Outside the office, he cycles, fits in some tennis and golf and is the drummer for his church praise band.

• Bowling Green University, B.A.
• The Ohio State University, M.A.
• Certified Financial Planner™ professional, the industry standard of excellence for competent and ethical personal financial planning.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year.

Tiffany knows that when it comes to discovering what is important to people, nothing is more powerful than having great listening skills.  While it’s essential to also have the knowledge and resources for financial planning, building trust comes from active listening.

Having lost her father when she was young, she learned what can happen to a family without the right plans in place.  From these struggles grew a passion for helping her clients reach their goals, but also a strong focus on helping protect them from life’s uncertainties.

Tiffany believes her best work is done with individuals or families for whom she can make a significant impact – those that are looking for a financial partner they can trust to provide solutions for some of their most important decisions.  

Tiffany has been in the financial industry for over 25 years, starting her career while still in college, majoring in personal financial planning. She currently serves on the Board of Directors for the Gala of Hope Foundation and is a member of the UBS PAC. She and Eric reside in Centerville with their clever and loving children, Evan, Emelia and Adalyn.

• Wright State University, B.A.
• Certified Financial Planner™ professional, the industry standard of excellence for competent and ethical personal financial planning
• Certified Divorce Financial Analyst® professional
• Forbes Best-In-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025
  • The Forbes rating is compiled by Shook Research and awarded annually in April, based on information from a 12-month period ending March of the prior year.

• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025\
  • The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12-month period ending September of the prior year.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year.

Blair knows he is at his best when he is challenged to think outside of the box to help a client reduce their concerns and, ideally, find opportunities they may not have thought possible.

Having worked with his father his entire career, he learned the importance of patience and authenticity in working alongside clients. And, like his father, Blair believes that building trust is more valuable than any product or strategy.

Today, as a Private Wealth Advisor, he specializes in strategic planning for high-net worth clients.

Blair and his wife are the founders of JoyRide, the non-profit that brings together special needs kids and car enthusiasts. Inspired by their son, JoyRide allows kids to trade the everyday worry of doctor’s visits and medications for a chance to cruise in high-end or one-of-a-kind cars. A disciplined philanthropist and entrepreneur, Blair often speaks to groups about his journey with JoyRide and the fulfillment of combining your passions.

Blair is a native of Kettering and resides in Centerville with Kat and their children Caitlin, Carter and twins, Brady and Davis. He enjoys golfing, spending time in the mountains of Colorado and boating with his family.  Blair has been an active member of Fairhaven Church for over 30 years.

• Ohio University, Bachelor of Specialized Studies

• Certified Financial Planner™ professional, the industry standard of excellence for competent and ethical personal financial planning

• Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024, 2025
  • The Barron's rating is awarded annually in March and is based on information from the prior year Q3

• Forbes America's Top Wealth Advisors, 2022, 2023, 2024, 2025
  • The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12-month period ending June of the prior year

• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  • The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12-month period ending June of the prior year.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year.

With constantly changing markets and unlimited investment options, John knows some may be tempted to recommend the hot area of the day. But, as he says, “investing with purpose leads to much greater satisfaction.”

To John, “investing with purpose” means guiding clients as they build financial plans with specific goals in mind. He focuses on all stages of planning, from getting on track to and through retirement, and building legacies for families.

A Centerville, Ohio native, John is passionate about coaching youth sports, his kids (Brody, Gavin, Madison, and Trey) and wife, Heather.

• Ohio University, B.A.
• Certified Financial Planner™ professional, the industry standard of excellence for competent and ethical personal financial planning
• Forbes Best-in-State Wealth Management Teams, 2024, 2025
  • The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year.

Brandy excels in the art of financial planning, where she meticulously crafts strategies that empower her clients to envision and help achieve their future aspirations. She firmly believes that trust is the cornerstone of any successful advisory relationship, built through unwavering commitment and transparent communication. Brandy takes great pride in being an integral part of her clients’ financial journeys, and she derives immense satisfaction from educating families on the financial options available to help them reach their goals.

Her distinguished career in the financial industry began with a serendipitous response to a traditional newspaper advertisement for UBS. Today, Brandy is a CERTIFIED FINANCIAL PLANNER^®™ and has further augmented her expertise by becoming a CERTIFIED DIVORCE FINANCIAL ANALYST®. This advanced certification enables her to provide nuanced financial guidance to clients and their legal teams during the complexities of the divorce process.

• Urbana University, B.S.
• Certified Financial Planner™ professional, the industry standard of excellence for competent and ethical personal financial planning
• Certified Divorce Financial Analyst® professional
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Curiosity is a core value for Josh, driving him to continuously learn and seek innovative solutions to the challenges clients may encounter. His best work happens when he truly gets to know our team's clients and their families, understanding all aspects of their lives to provide tailored assistance. With a focus on providing clarity and guidance through the complexities of retirement and financial planning, he is committed to helping clients navigate these often daunting topics.

As a Senior Wealth Strategy Associate, Josh meets with clients to build comprehensive financial plans, help design investment portfolios, and assist individuals in managing their financial lives as they prepare for or continue through retirement. His passion for this field was sparked during his teenage years when his father battled cancer, and their family faced financial uncertainty. Experiencing the challenges of not having a financial plan, and the fear it brought to his family, Josh dedicated himself to ensuring others never have to endure the same hardships. He finds immense satisfaction in helping people achieve financial security.

• Wright State University, B.A.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Tim finds joy and fulfillment when serving others. Throughout his life, Tim has applied a servant leadership philosophy to both his personal and professional life.

He began his career in financial services as a senior in high school in 1987 and joined UBS in 2004. For much of his time at UBS, Tim served as both a Financial Advisor for his clients and as a Branch Manager for the firm. In 2018, Tim relinquished his branch management responsibilities to focus exclusively on serving the needs of his clients and providing leadership, encouragement and support to his partners.

In addition to his work experience, Tim earned a Bachelor of Science in Organizational Management from Spring Arbor University. He also earned the Accredited Asset Management Specialist designation from the College for Financial Planning and successfully completed the UBS Wealth Management Executive Education Program.

Having grown up in a Navy family, Tim is proud to volunteer as a mentor for American Corporate Partners. In this role, Tim partners with active duty service members nearing retirement. He forms a mentoring relationship with them to help them transition successfully in to civilian life.  Tim also serves as a "Big Brother" for Big Brothers Big Sisters Miami Valley. He provides friendship and role modeling to make a positive and lasting impact on his life.

• Spring Arbor University, B.S. Organizational Management
• Accredited Asset Management Specialist℠
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year

What excites Dan most about his profession, is the opportunity to build and maintain long-term relationships with clients. He focuses on understanding the clients hopes and fears and then helps them achieve their financial goals.

Dan started his career in the financial services industry as a financial advisor with Merrill Lynch in 1991. Years later, he moved to Key Investments, whose name changed to McDonald Investments, this was then acquired by UBS in 2007.

Having attended the University of Dayton on a Basketball scholarship, Dan received the Scholar Athlete award for two consecutive years. He earned his bachelor's degree in engineering and went on to receive a master’s degree in business administration.

Being passionate about basketball, Dan spent many years coaching and developing young players in the Dayton area. He and his wife, Margie, enjoy spending time with family, playing golf, hiking and skiing at their second home in Snowshoe, West Virginia.  Their main residence is in Miamisburg and they have three daughters and one son.

• University of Dayton, B.S. Mechanical Engineering Technology
• University of Dayton, M.B.A. Master of Business Administration
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year

Colin believes this work is in his blood, as evidenced by the framed notepad hanging in his home office that his grandfather used to track stocks on during church services.

Over the last few years, Colin has come to know there is no such thing as a typical financial plan. He places emphasis on understanding client’s goals so he can identify any roadblocks to their success

Equally important to his work, Colin values his network of fellow advisors and professionals that help with issues beyond investing.  He knows that if he does not have an answer, he certainly has powerful resources to tap.

While not building financial plans for clients, Colin spends time with family and friends, reading, improving his health and fitness as well as finding opportunities to serve in the local community and his church.

• University of Dayton, B.A.
• Certified Financial Planner™ professional, the industry standard of excellence for competent and ethical personal financial planning