An experienced and committed team

Jon is the Ohio Indy Market Head. In this role, Jon is responsible for our Indiana , Cincinnati, and Dayton offices. A twenty three year veteran of the industry,  Jon joined UBS in 2011 from Morgan Stanley Smith Barney, where he was a club-level Financial Advisor, Assistant Branch Manager, and Branch Manager in the Dayton, Ohio market.

Jon earned his BSB-Financial Services from Wright State University.  He remains an active alumnus and has served on the Alumni Board of Directors and currently serves as an advisor to the Athletic Department.  In 2008, he received the Alumni Achievement Award.

Jon also served on the Board of Trustees for the Dayton Boys & Girls Club. He is active in youth sports organizations, club swimming, and participates in a United States Veteran mentorship program through American Corporate Partners.

Jon and his wife Sharon reside in Fishers, Indiana. They have three daughters, Charlie, JoJo, and Frankie. The family are active members of St. Simon parish.

In her 25 years at UBS she has held positions as Assistant Market Head, Assistant Complex Director, Assistant Branch Manager, Market Area Administrative Manager, Deputy Branch Manager and Branch Control Officer for multiple branches. In her various roles in the firm she created the first operations hubs in December 2008. She coaches Financial Advisors on a myriad of topics from teaming to practice management assisting in developing holistic wealth management  practices.

Before UBS

Jan brings over 40 years of experience in financial services to her role. Prior to joining UBS, she spent more than two decades in the industry, including 20 years at Kidder Peabody as Director of Compliance, Regional Compliance Officer and Regional Options Manager in Chicago. Prior to Kidder Peabody, Jan began her career at Gradison & Co. in Cincinnati and moved to Thompson McKinnon as an OTC & options trader.

Jan is FINRA registered and holds Series 1, 3, 4, 5, 8, 15, 63 & 66 licenses as well as life, health, and LTC insurance including variable annuities.

Matt is a native of Elmore, Ohio, and a graduate of The Ohio State University.  He started his career in 2011 with Morgan Stanley and in 2014 joined UBS. Throughout his tenure at UBS Matt has worked in several leadership positions including Operations Manager, Supervisory Officer, Admin Manager, and his current role, Market Administrative Officer.

Matt and his wife Grace reside in Silverton with their daughter Rosemary.

Emily joined UBS in 2014 and is responsible for supporting the Branch Manager and Admin Manager.  She earned her B.S degree in Organizational Leadership at Wright State University. She enjoys spending time with her husband and two sons.