Tim is a founding Partner of the Cornerstone Group at UBS Financial Services Inc. He begain his career in the financial services industry in 1991, specializing in retirement plan consulting and investment advisory services for qualified retirement plans. Originally from Green Bay, Wisconsin, (yes he is an avid Packer fan), Tim holds a Bachelor of Business Administration degree in Accounting from the Stephen M. Ross School of Business at the University of Michigan. After service as an Officer in the US Army’s 82^nd Airborne, he began his career with Cooper’s & Lybrand, now Price Waterhouse Coopers before joining Smith Barney as a Financial Advisor.  Tim’s earned the Chartered Retirement Plan Specialist (CRPS®) designation and the Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies.  In 2010, he was named to 401kwire.com’s inaugural listing of the “300 Most Influential Advisors in Defined Contribution”. The Financial Times listed him among its selection of the “Top 401(k) Advisors” in America for the past 5 years. A recognized industry leader, he's frequently asked to speak at various events, providing his unique perspective on how individuals can create a fulfilling roadmap for their financial future. A former board member of the Busy Street Children’s Museum, Tim now spends time as treasurer of the non-profit organization Farmer FoodShare that seeks to connect local farmers with the food insecure population in central North Carolina.  He lives in Durham, NC and has two daughters, Marisa (1998) and Alexandra (2001).

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MD, MI, MS, NC, NJ, NV, NY, PA, SC, TN, TX, VA, VI, WA, WI, WV

Jenn joined UBS in 2009, having started her career at Smith Barney in 2000.  A native New Yorker, Jenn earned her Bachelor of Science degree from Ithaca College and her Master's from Springfield College. She received her Executive Certificate in Certified Financial Planning through the course of study at Duke University, passing the comprehensive exam and obtaining her Certified Financial Planner® designation. Jenn holds Series 7, 63, and 65 securities, life insurance, and long-term care insurance licenses. When not helping her clients with their financial plans, Jenn enjoys spending time with her sons who’ve followed in her wake as budding athletes. Jenn has always enjoyed water sports and competitive sports, particularly baseball, from her beginnings on the t-ball field to her playing days on the Ithaca College Softball team. Jenn also volunteers actively across her community, having served two terms as a member of the board of The Volunteer Center of Durham, and three years on the board of directors of The YMCA of the Triangle. She is married and has two young boys, Levi (2008) and Ace (2010).

Working to help others 
Jenn's core focus is comprehensive financial planning and wealth management. She works closely with high net worth individuals and their families to manage their wealth through personalized, goal-oriented financial planning. Each client brings a unique set of circumstances, which allows Jenn to create customized solutions that suit their personal needs. She finds it rewarding to get to know her clients and their families as she employs the breadth of resources, research and ideas available through UBS to develop a plan that sets them on the road to financial success.

Corporate retirement plans 
Jenn is also an important part of the team’s corporate business, helping to drive their institutional practice by bringing in new clients. In her role as a fiduciary, she consults with client committees, working as an integral part of the decision-making process to continuously better overall plan health.

Working with retirement plan participants
As a Certified Financial Planner ™  (CFP®), she educates hundreds of plan participants each year as the idea of their retirement becomes a reality. Jenn's combined experience in financial planning and in working with 401(k) plans has driven her to continuously better the 401(k) participant experience.

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, LA, MA, MI, MS, NC, NY, PA, SC, TN, TX, VA, VT, WA, WI

Heather joined The Cornerstone Group at UBS in 2018 and has been in the financial services industry since 2014. She has continued to expand her knowledge base and has accomplished getting various licenses. Heather holds Series 7 and 63, life insurance, long-term care insurance licenses, and is a NC Notary Public.  She manages all aspects of the teams operations and works directly with clients handling all of their administrative needs. When not at the office, Heather enjoys traveling and spending time at the coast with her husband Chris and son Asher (2017).

Registered States:
FL, NC, VA, WI