I believe that keeping things simple creates the best results. My goal is simply to take care of our Financial Advisors so they are well positioned to take care of their clients. Through this partnership, we can all work together to take great care of our community.
Capabilities to impact your life and wealth
Because most people are primarily concerned with their family, health and wealth, Erik believes that wealth management plays a critical role in our society. Like a family physician or a school teacher, a Financial Advisor is a key contributor to their community and can truly "make a difference" in the lives of their clients.
Experience to guide you forward
With more than 22 years of experience, 15 of which with UBS, Erik is a dedicated manager focused on helping Advisors deliver for their clients. From our decades-long wealth management expertise and industry-leading intellectual capital to local-level decision making that responds more readily to clients' needs, UBS ensures that our Advisors and their clients have the right resources to be successful.
My professional achievements and education
Erik is a graduate of The Ohio State University with a Degree in Communications. He holds the Series 3, 7, 9, 10, 63 and 66 securities licenses.
Making a difference in my community
Erik is very active in the community. He current works with American Corporate Sponsors as a mentor to military veterans preparing for their business career. He previously served on the Nationwide Children's Hospital Advisory Board and continues to raises funds for both Big Brothers Big Sisters and the Juvenile Diabetes Research Foundation.
In his free time, Erik enjoys golfing, reading, exercising, listening to music and spending time with his family and friends. He lives in Bexley, Ohio with his wife Stacy, son Ben, daughter Drew and labradoodles, Teddy and Coco.
Tammy began her banking career with Central Bank in August of 1984. Through multiple mergers she continued focusing on banking until moving over the Investment side of the industry with McDonald Investments until they were acquired by UBS Financial Services in February of 2007.
Tammy has been in various managements positions since 2012 working in Operations, Risk Supervision, and currently as an Administration Manager where she is responsible for managing the administrative support staff, and collaborates with the management team to educate, and support the Financial Advisors and their teams to grow their business by building long and trusted relationships with their clients.
Tammy holds FINRA Series 3 (Commodities), 7, 9, 10, 66, as well as Health, Life, Accident and Variable Insurance.