Andrew D. Burish, CIMA®
Andrew is the Managing Director of The Burish Group and has been a Financial Advisor at UBS since 1984. His team, The Burish Group, currently helps manage over $4 billion in client assets. Andy has been named the #1 Financial Advisor in Wisconsin for the past nine years as well as named one of Barron's Top 100 Financial Advisors in the U.S. the past 11 years. Andy was named #14 on the Forbes Top 250 Wealth Advisors in 2017, and ranked #11 on the inaugural Forbes Top 100 Wealth Advisors in the U.S. in 2016. He has been recognized on the Financial Times Top 400 Financial Advisers every year since 2013. Andy continues to be recognized as one of the Firm's most innovative team leaders. He has a Master of Business Administration degree from the University of Wisconsin-Whitewater, and holds the respected Certified Investment Management Analyst® (CIMA®) certification. Andy currently serves as Chairman of the board at the University of Wisconsin-Eau Claire's Foundation as well as a member of the board at the University of Wisconsin-Whitewater Foundation. He has previously served as Chairman of the investment committee at both UW-Whitewater and UW-Eau Claire. Andy hobbies include snow and barefoot water skiing, horses, and motorcycles.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Jason M. Maas, CFP®, CIMA®
Jason is Managing Partner of The Burish Group and has been Andy Burish's business business partner since 2000. Together they have built The Burish Group into one of the country's top wealth management practices. Today the group is made up of 43 members and has offices in four cities. In addition, Jason leads the portfolio management team and oversees the group's investment strategies for the more than $4 billion in assets under management. He holds an executive masters in business administration and a bachelor of business administration in accounting from the University of Wisconsin-Madison School of Business. He holds the respected Certified Investment Management Analyst® (CIMA®) certification from The Wharton School, University of Pennsylvania as well as his Certified Financial Planner™ certification. Jason is an Eagle Scout who sits on the executive board of the Glacier’s Edge Boy Scout Council. He is also a member of the Henry Vilas Zoological Society Board. Jason enjoys participating in triathlons and is an Ironman Wisconsin 2016 finisher. He resides in Verona, WI with his wife, three sons and their Portuguese Waterdog, Bear.
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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Anna is the Associate Director at The Burish Group of UBS. She has been with UBS Financial Services Inc. since 1994, serving in different branches throughout the U.S., including Los Angeles, Denver, and Chicago. Anna holds an executive Masters in Business Administration from the University of Wisconsin-Madison School of Business and a Bachelor of Arts degree from Whitman College in Walla, WA.
Anna has served on many boards including Domestic Abuse Intervention Services (DAIS) and Edgewood Campus School's Board of Directors. She currently sits on St. Mary's Hospital Foundation, American Family Children's Hospital Advisory Board, the Overture Foundation and is serving as the 2017 Chair of the Board of Directors for United Way of Dane County.
Anna and her husband, Andy, reside in Middleton, WI, with their two American bulldogs, Coraline and Sam. In her free time, she enjoys snowskiing, eating, and cooking.
CA, CO, FL, IL, KY, ME, MN, MO, NJ, OH, TX, UT, WA, WI
Michael F. Saunders
Mike joined the firm in 1999 and is Vice President–Wealth Management. Prior to joining, Mike was employed as a Certified Public Accountant, gaining experience auditing financial institutions, corporations, governmental agencies, as well as preparing taxes for individuals and corporate clients. He received a Bachelor of Science in economics and math from the University of Wisconsin-Madison and holds a Master of Science in accounting from the University of Wisconsin-Whitewater. Mike’s primary responsibility is serving individual clients in developing in-depth, holistic wealth management strategies. Mike resides in Oregon, WI, with his wife and two children, and enjoys golfing.
AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MD, ME, MN, MO, NC, NM, NY, OH, TN, TX, WA, WI
Cynthia Farnsworth, CFP®, CRPS®
Cynthia joined The Burish Group in 2007 as a Financial Advisor after an extensive background in the finance, real estate, and construction fields, for more than 25 years. Cynthia’s background and experience makes her uniquely qualified to serve The Burish Group’s clients by developing in-depth financial plans and executing wealth management strategies for each and every one. Previously, she co-founded a construction company in which she served as Vice President for more than 10 years. Cynthia then spent over four years as a Mortgage Banker/Assistant Vice President for M&I Bank (now known as BMO Harris Bank). She then went on to open a new branch in the Madison, WI, market for First Horizon National, a national commercial and mortgage bank formerly a subsidiary of First Tennessee Bank.
Cynthia holds a bachelor’s degree in business management from Concordia University-Wisconsin and also holds the Certified Financial Planner™ certification and Chartered Retirement Plans SpecialistSM designation.
AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NM, NY, OK, SC, TX, UT, VA, VT, WA, WI, WY
William D. "Bill" Mills
Bill joined The Burish Group as a Financial Advisor in early 2011. Prior to joining the firm, Bill had an extensive career in the retail automobile business. For more than 30 years, Bill ran a large multi-dealership organization. He graduated with a Bachelor of Science from the University of Wisconsin-Madison. Bill’s responsibilities include financial and retirement planning and strategies for private clients. In his free time, Bill enjoys aviation, skiing, automobiles and spending time with his wife and three sons.
AZ, CA, CO, DC, FL, GA, IA, IL, MI, MO, NJ, NV, NY, OR, TN, TX, WI
Judith D. Martinez, CFP®, ChFC®
Judi joined the team in 2015 to work with ultra-high net worth clients of The Burish Group and help coordinate their investment, estate planning and philanthropic goals. Judi focuses on comprehensive financial planning; she has expertise in personal income, estate, gift and trust tax disciplines, advanced wealth transfer techniques, philanthropic planning, asset protection, planning with concentrated stock positions and stock option and restricted stock issues. She also reviews clients’ estate planning documents to ensure they accurately reflect the family’s philosophy, needs and objectives. Judi joined UBS Wealth Management in 2004 and in her most recent role she was a Senior Wealth Strategist with the Advanced Planning group. In that role, she provided strategic planning advice and education to the firm’s wealthiest clients. Prior to joining UBS, Judi was an Account Manager with the Ayco Company, L.P. (a Goldman Sachs company). At Ayco, she provided comprehensive financial planning services to senior executives of Fortune 500 companies. Judi received a B.S. from University at Albany and her J.D. from Albany Law School of Union University. Judi is a Certified Financial Planner™ professional, holds her Chartered Financial Consultant® designation and holds the Series 7 and 66 securities licenses. Judi is a member of the New York Bar and a member of the Financial Planning Association and NY State Bar Association.
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NH, NJ, NM, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI
Jon E. Bloomer
Jon has been with UBS since 2009 as a Senior Vice President and Portfolio Manager engaged in private practice before joining The Burish Group of UBS in 2017. His experience in the industry, beginning in 1989, offers an ideal foundation to support the holistic wealth management approach for his clients. Jon is a member of the Chartered Market Technicians (CMT) Association and the Wisconsin Alumni Association. He received a bachelor of science in economics from the University of Wisconsin-Madison, where he also played on the Wisconsin Badgers football team. Outside the office, Jon enjoys spending time with his daughters, Olivia and Stella, and the challenges of golf.
AZ, CA, CO, FL, GA, IA, IL, MA, MD, ME, MN, MO, NC, NV, NY, SC, SD, TX, UT, VA, WI
Ross Alexander Fedenia, CFP®
Ross joined The Burish Group of UBS in 2017 as a Financial Advisor. Ross is a CERTIFIED FINANCIAL PLANNER™ professional and started his career with Baird Private Wealth Management after being one of the first graduates from the Wealth Management and Financial Planning program at the University of Wisconsin. He also earned his bachelor of arts degree in economics and mathematics from the University of Wisconsin and was a collegiate athlete in soccer. In his free time he continues to play soccer and enjoy being outdoors.
CA, CO, FL, IL, MD, MN, MO, NH, NY, TX, VA, WA, WI
Tasha Bremel is a financial advisor using a client-centric approach to deliver results and build strong, long-term relationships. She helps clients simplify their financial lives by discovering their unique concerns and working in partnership to create custom strategies to resolve them. She works with a diverse group of clients and emphasizes building both their knowledge of investments and improving their own personal financial situations.
Employing a four-step wealth management process, Tasha begins by listening to her clients to discover and gain a deep understanding of their needs, lifestyle, family and goals for the future. She creates a roadmap to guide clients as they pursue the outcomes they envision and implements the necessary solutions suited to their needs. The final step is to review the plan periodically and make adjustments as clients move through the stages of life.
Tasha is passionate about helping clients position themselves into a stronger financial future. Prior to becoming a financial advisor, Tasha spent four years at UBS supporting the needs of clients and advisors. Before that her career in social work focused on helping clients identify goals and abilities and then developing support plans for clients to reach those goals, an ideal foundation for her career as a financial advisor. Tasha is FINRA Series 7 and 66 registered and has her life, health, long term care and annuity licenses.
Tasha is an outgoing person who enjoys staying active, a trait she shares with her twin daughters. Tasha was a college athlete playing on the Division 1 Soccer team at the University of Wisconsin-Milwaukee. She has enjoyed coaching soccer at the high school level and currently, she is the captain of her USTA tennis team. In her free time, Tasha, her husband Mike, and their daughters enjoy spending time in Northern Wisconsin as well as boating on the Madison lakes.
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, ME, MN, MS, NC, NE, NJ, NM, NY, PA, SC, TX, WA, WI
Michael G. Bell, CFP®, ChFC®
Michael joined The Burish Group in 2018 and has been serving clients in the financial services industry for over 22 years. He has been an Account Vice President with UBS Financial Services, Inc. since 2003 and received his B.S. in Economics from the University of Wisconsin-Madison. He is a CFP® practitioner, having been awarded the Certified Financial Planner™ mark from the Certified Financial Planner Board of Standards, Inc. and has also earned the Chartered Financial Consultant (ChFC®) designation from The American College, Bryn Mawr, Pennsylvania. He resides in Madison, Wisconsin with his wife Anne Marie, and four children. Outside of work and family, his interests revolve around his children's activities and include coaching youth soccer.
AZ, CA, CO, FL, GA, IA, IL, IN, MD, ME, MI, MN, OH, OR, WA, WI
Bradley J. Simenz
Bradley has been in the financial services industry for 25 years in various capacities, working with both individuals and, for over a decade, with some of the most prominent portfolio managers around the country. In 2010, he joined UBS as a Financial Advisor. Brad has a passion for studying the markets and using his knowledge to help individuals and families achieve their financial goals. He holds a Bachelor of Science in Economics from the University of Wisconsin-Madison. In his free time, Brad enjoys family time, fitness, live music and travel. He and his wife and two children are long-time Shorewood, WI residents.
AZ, CA, CO, IL, KY, NC, WI, WY
Gregory L. Pfaff
Greg has been a Financial Advisor since 1991, having spent 15 years at Piper Jaffray, where he was a member of the exclusive VIP Council before joining UBS Financial Services in 2006. With extensive experience in portfolio management, his focus is on risk-adjusted rates of returns for high net worth individuals as well as small-midsize corporations. He received a Bachelor of Science degree from the University of Wisconsin-La Crosse majoring in both Finance and Economics. Greg also studied International Finance in Edinburgh, Scotland. Greg is very involved in the Midwest's collector car market and lives on Milwaukee's East Side with his wife, Laura, and two daughters, Sophia and Scarlett. He enjoys fitness training and traveling.
AZ, CA, DE, FL, GA, IL, ME, MI, MN, NC, NY, OH, TN, UT, WI
Robert "Bob" Drida
Bob has been a Financial Advisor since 1996, having spent over 13 years at Merrill Lynch before joining UBS. Bob has experience in investments and portfolio construction, serving a wide variety of clients. He received a Bachelor of Science degree from the University of Wisconsin–Milwaukee in business administration.
AK, CA, CO, FL, GA, IA, IL, IN, KY, MI, NC, NV, NY, TN, VA, WI
Thomas B. Kret, CRPS®, CIMA®
Tom is a Senior Retirement Plan Consultant with more than 30 years of experience working with ERISA Retirement Plans. He works to optimize their plan design in order to achieve superior retirement outcomes for their participants. He is a Certified Investment Management Analyst® (CIMA®), a Chartered Retirement Plan SpecialistTM professional as well as an Accredited Investment Fiduciary® designee. Tom is part of a select group of approximately 95 Financial Advisors authorized by UBS to provide institutional consulting services. He has been an Institutional consultant since 1987. He was recognized as a 2015 Financial Times Top 401 Retirement Advisor. Tom received his Bachelor of Science in finance from Western Illinois University, Macomb, IL, and his Master of Business Administration in international finance from the Thunderbird School of Global Management, Glendale, AZ. In his free time, Tom enjoys golf, boating and is an avid snow skier.
AZ, FL, IL, IN, MA, MI, NH, NJ, NM, NV, NY, OR, TN, TX, UT, WA, WI
Robert D. Lipton
First Vice President - Wealth Management
Robert, First Vice President–Wealth Management, began his career as a financial advisor in 1984 and over the past 27 years has helped clients attain their financial goals through all market conditions. He attributes the group’s success to a disciplined, time-tested investment approach and a commitment to building a close relationship with each client. Robert joined UBS in 2008 after more than 20 years of service at Smith Barney. He earned an M.B.A. in finance from Loyola University and a B.A. from Northwestern University.
AZ, CA, CO, DC, FL, GA, IA, IL, IN, LA, MI, MN, MS, NM, NY, OR, PA, RI, SC, TX, UT, VA, VT, WI
Morton A. "Mort" Hart
CA, CO, DC, FL, GA, IA, IL, IN, LA, MI, MN, MS, NM, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WI
Krishnan S. Harihara
Vice President - Wealth Management
Kris, Vice President–Wealth Management, started his career as a Financial Advisor in 2001 during one of the most turbulent financial markets on record. Over the past decade, his expertise in financial planning, investment management and client service has played a pivotal role in helping clients build and preserve wealth. Kris received a M.B.A. degree in finance from the University of Chicago and a bachelor’s degree in engineering from Banaras University in India.
AZ, CA, CO, DC, FL, GA, IA, IL, IN, LA, MI, MN, MS, NM, NY, OR, PA, RI, SC, TX, UT, VA, VT, WI
Laurie P. Barry, CFP®
Laurie is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, she is qualified to provide highly personalized wealth management services to her clients. Laurie understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services and solutions are developed and delivered to help you pursue your goals. That is why she offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, Laurie calls upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.
Laurie has worked in the financial services industry since 1991 and functions as a Wealth Advisor for her clients and her team. She enjoys making an impact on the families and businesses she services by developing the right strategies to help them pursue their goals.
Laurie received her bachelor’s degree from the University of Illinois in Champaign, IL, and has also earned the Certified Financial PlannerTM certification from the College for Financial Planning. She holds the Series 7 and 65 securities licenses, as well as life/long-term care insurance licenses. Laurie is a member of the Divorce Financial Analysts and the Chicago Estate Planning Council. She has appeared on the First Business News program to discuss her views of the market.
Outside the office, Laurie supports a number of local community organizations. She is a member of the Professional Women’s Club of Chicago, a participant in the Avon 3-day Breast Cancer Program and co-chair of the Alzheimer’s Memory Walk. Laurie and her husband, Mark, have two sons and one daughter and live in Chicago.
AR, AZ, CA, CO, FL, HI, IA, IL, IN, MA, MI, MN, MO, NC, NY, OH, PA, SC, TN, TX, WA, WI
Bruce Gerard Lanser, CIMA®, CRPC®, CPRS®
Bruce, First Vice President-Wealth Management, has been a Financial Advisor at UBS since 1983. As an Institutional Consultant, his focus is on optimizing clients’ retirement plans and maximizing their fiduciary protection. He has a B.S.B.A in accounting from Marquette University. Bruce holds the Certified Investment Management Analyst® (CIMA®) certification , Chartered Retirement Plans Specialist®, Accredited Investment Fiduciary® and Chartered Retirement Planning Consultant® designations. He is passionate about philanthropic giving and is chairman of the Investments Committee of Junior Achievement of Wisconsin as well as a member of the Executive Committee and Board of Directors.
FL, IL, MI, MN, TN, TX, WI
Adam Schaller, CFP®
Adam joined The Burish Group as a Financial Advisor in 2004 and currently serves as Senior Wealth Strategy Associate. He is responsible for developing in-depth financial plans and wealth management strategies for individual clients. Adam has extensive experience working with employer retirement plans for the committee level as well as working one on one with participants to enhance their retirement outcome. He holds the highly accredited Certified Financial Planner™ certification. Adam graduated with a Bachelor of Science from the University of Wisconsin-LaCrosse. He is a member of the Rotary Club of Madison West Towne-Middleton and is active in nonprofits throughout the community. When he isn’t working on an in-depth financial plan for a client, you can find him on or near the water as an active member of Mad-City Water Ski Team. In addition, he is a two-time member of the USA Water Ski Show Team. Adam resides in Mount Horeb with his wife and three young children.
AL, AZ, CA, CO, CT, FL, GA, IA, IL, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, PR, TN, TX, VA, WA, WI
Bruce R. Mitten, CFP®
Bruce joined The Burish Group in 2018 with over 32 years experience in the financial services industry and has been with UBS Financial Services, Inc. since 2003. He graduated with high honors from Olivet Nazarene University with a Bachelor of Arts degree and obtained his law degree (Juris Doctor) from the University of Illinois. After practicing law, and later serving as Vice President and Regional Manager for a major trust company, Bruce turned his energies to forming the Mitten Bell Group to give individuals and businesses the level of service and financial strategies he felt they deserved. He is a CFP® practitioner, having been awarded the Certified Financial Planner™ mark from the Certified Financial Planner Board of Standards, Inc. He and his wife, Karen, reside in Madison, Wisconsin and are the parents of three sons.
CA, FL, GA, IA, IL, IN, MD, MI, OH, WA, WI
Debra J. Klinzing
AZ, CA, CO, FL, GA, IL, IN, MI, MN, NJ, NY, OR, PA, VA, WI
Emma H. Schuster, CFP®, CRPS®
Emma joined The Burish Group in 2006 as an intern and became a full time staff member in 2008. Currently, as Senior Wealth Strategy Associate, Emma collaborates with the planning team to incorporate a financial plan as part of our holistic wealth management process. She graduated from the University of Wisconsin-Madison with a Bachelor of Science in finance and accounting. Emma holds both the Certified Financial Planner™ certification and Chartered Retirement Plans SpecialistSM designation.
AZ, CA, FL, IL, MN, WI
Jason Cole Erxleben
Wealth Strategy Associate
Anne M. Hughey
CA, FL, IL, WI
Jennifer A. White
CA, FL, IL, MD, MN, WI
AZ, CA, FL, GA, IA, ID, IL, MI, MN, OK, SC, TX, WI, WY
Brendan Patrick Sheehy
FL, IL, MN, NJ, NY, PA, WI
Melissa Jane Hillebrand
Prior to beginning her career at UBS, Melissa was a retirement plan supervisor at Prudential where she obtained an array of knowledge about the financial services industry with an emphasis on retirement. While at Prudential she obtained her Series 6 and 63 licenses and as a registered client service associate at UBS, Melissa handles the a majority of the administrative duties for the team. Since joining UBS in March of 2015 she has acquired her Series 7 and 66 securities licenses.
She currently resides in Madison, WI. She is involved in volunteer projects for the community through UBS. She enjoys playing volleyball and spending time outdoors.
CA, FL, IL, NE, NV, WA, WI
Monica A. Jablonski
Client Service Associate
Monica works closely with Tom Kret an Institutional Consultant and Senior Retirement Plan Consultant. She is responsible for retirement plan performance measurement and analytics, client events, educational seminars. Monica has been with UBS since the early 1990’s as a client and joined the firm in 2013 as a Branch Service Associate. Both of her daughters, along with a son-in-law, work for UBS. She has provided leadership for her branch in community involvement, coordinating events to help people in need and has served in a variety of capacities ranging from technology liaison, security manager and working with the Operations Department. She was recognized as one of the dedicated volunteers on the UBS Season of Service 2015 Wall of Fame. Monica has distinguished herself through her work ethic, her warmth and professionalism with clients and her performance. She also holds a FINRA Series 7 license and is working on achieving her Series 66.
Monica has 4 grown children, a grandson and a granddaughter. She has a passion for dance, working in the yard and being outdoors. She loves spending time with family and friends and loves traveling, especially to see her daughter in Arizona and her son in Colorado.
Benjamin Majewski, CIMA®, CPM®
Senior Wealth Strategy Associate
AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NY, OH, PR, WI
Timothy J. Schneider, CIMA®, CFP®
Certified Financial Planner™
AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MS, NC, NY, OH, PR, WI
FL, IL, MN, NY, WI
Kara S. Deans
Senior Client Service Associate
David joined the firm in 2008. As business manager for the team, he is responsible for coordinating strategic planning, budgeting and database management. David graduated from the University of New Hampshire with a bachelor of science degree in business administration and finance.
Steven J. Nelson
Steve began working for The Burish Group in 2006 as an intern. He currently manages all things data/database and IT related. In addition, he assists Carson with the marketing strategy and events. Steve holds a bachelor of science degree from Edgewood College in finance and marketing.
Carson Ann Goff
Carson joined The Burish Group in 2014. As Team Marketing Associate, Carson manages the marketing, advertising, and business development strategies for the team. She graduated from Edgewood College in Madison, WI, with a Bachelor of Science in business management. Carson is currently pursuing her MBA in management and marketing at the University of Wisconsin-Whitewater. She also serves on the Friends of Clean Lakes Board for the Clean Lakes Alliance.