Family. Wealth. For Generations.

• AK
• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• ND
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

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.

• AL
• AZ
• DC
• FL
• IN
• MA
• ME
• MI
• NC
• NE
• NJ
• NV
• OH
• OR
• PA
• UT

As the Administrative Manager for the Toledo office, Amy is responsible for managing the administrative support staff, as well as partnering with the leadership team to educate employees on firm policies and procedures. Amy believes in creating and maintaining a collaborative and positive work environment.

Amy has had a successful financial services career for many years. She held various positions in management, marketing, coaching and administrative services at Prudential Securities, Merrill Lynch and Wells Fargo Advisors prior to joining UBS.

Amy holds FINRA Series 7, 9, 10, 63 and 66 licenses, as well as Health, Life, Accident and Variable Insurance licenses. She holds an ABA and attended The Ohio State University.