Experience Makes all the difference

Andrew D. Burish, CIMA®

Managing Director
608-831-4282
andrew.burish@ubs.com

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. In addition, he was named to the inaugural Forbes Top Wealth Advisors in the U.S. in 2016. He has been recognized on the Financial Times Top 400 Advisors 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®) credential. Andy currently serves as Chairman of the board at the University of Wisconsin-Whitewater's Foundation as well as Vice Chairman at the University of Wisconsin-Eau Claire 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.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, 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, SC, SD, TN, TX, UT, VA, WA, WI, WY


Jason M. Maas, CFP®, CIMA®

Senior Vice President - Wealth Management
Senior Portfolio Manager
608-831-4283
jason.maas@ubs.com

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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. As Senior Vice President–Wealth Management, he holds an executive master's 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®) credential from The Wharton School, University of Pennsylvania as well as his Certified Financial Planner TM 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.


Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY


Anna M. Burish

Associate Director
608-824-6121
anna.bowling@ubs.com

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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.


Registered States:
CA, CO, FL, IL, ME, MN, MO, NJ, OH, TX, UT, WA, WI


Michael F. Saunders

Vice President - Wealth Management
608-824-6104
mike.saunders@ubs.com

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.


Registered States:
AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MD, ME, MN, MO, NC, NM, NY, OH, TN, TX, WA, WI


Adam Schaller, CFP®

Vice President - Wealth Management
608-831-8669
adam.schaller@ubs.com

Adam joined The Burish Group as a Financial Advisor in 2004 and is currently serves as Vice President – Wealth Management. 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 PlannerTM designation. 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.


Registered States:
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


Cynthia Farnsworth, CFP®, CRPS®

Vice President - Wealth Management
608-831-8680
cynthia.farnsworth@ubs.com

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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 PlannerTM  and Chartered Retirement Plans SpecialistSM designations.


Registered States:
AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NM, NY, OK, SC, TX, VA, WA, WI, WY


William D. "Bill" Mills

Account Vice President
608-824-6126
william.mills@ubs.com

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.


Registered States:
AZ, CA, CO, DC, FL, IA, IL, MI, MO, NJ, NV, NY, OR, TN, TX, WI


Judith D. Martinez, CFP®, ChFC®

Director
Financial Advisor
608-824-6116
judith.d.martinez@ubs.com

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 PlannerTM (CFP®) professional, a Chartered Financial Consultant® (ChFC®) 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.


Registered States:
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


Thomas B. Kret, CRPS®, CIMA®

Senior Vice President - Investments
Chartered Retirement Plans Specialist (CRPS®)
Senior Retirement Plan Consultant
Certified Investment Management Analyst (CIMA®)
847-277-2123
thomas.kret@ubs.com

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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 (CRPS®) as well as an Accredited Investment Fiduciary (AIF®). 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.


Registered States:
AZ, FL, IL, IN, MI, NJ, NM, NV, NY, OR, TN, TX, UT, WA, WI


Bradley J. Simenz

First Vice President - Wealth Management
262-794-0800
bradley.simenz@ubs.com

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.  


Registered States:
AZ, CA, CO, IL, KY, NC, WI, WY


Jon E. Bloomer

Senior Vice President - Wealth Management
608-831-8665
jon.bloomer@ubs.com


Registered States:
AZ, CA, CO, GA, IA, IL, MD, ME, MN, MO, NC, NY, SC, SD, TX, UT, VA, WI


Krishnan S. Harihara

Vice President - Wealth Management
Financial Advisor
847-498-7828
kris.harihara@ubs.com

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.


Registered States:
AZ, CA, CO, DC, FL, GA, IA, IL, IN, LA, MN, MS, NM, NY, OR, PA, RI, SC, TX, UT, VA, VT, WI


Robert D. Lipton

First Vice President - Wealth Management
847-498-7827
robert.lipton@ubs.com

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.


Registered States:
AZ, CA, CO, DC, FL, GA, IA, IL, IN, LA, MN, MS, NM, NY, OR, PA, RI, SC, TX, UT, VA, VT, WI


Robert "Bob" Drida

Vice President - Wealth Management
262-794-0844
robert.drida@ubs.com

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.


Registered States:
AK, CA, CT, FL, GA, IL, IN, KY, MI, MN, NJ, NV, NY, PA, TN, VA, WA, WI


Bruce Gerard Lanser, CIMA®, CRPC®, CPRS®

First Vice President - Wealth Management
Institutional Consultant, UBS Institutional Consulting
Certified Investment Management Analyst (CIMA®)
Chartered Retirement Plans Specialist (CRPS®)
414-289-3817
bruce.lanser@ubs.com
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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®, 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.


Registered States:
FL, IA, IL, MI, MN, TN, TX, WI


Gregory L. Pfaff

Vice President - Wealth Management
414-277-9555
gregory.l.pfaff@ubs.com

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.


Registered States:
AZ, CA, DE, FL, GA, IL, MA, ME, MI, MN, NC, NY, OH, TN, UT, WI


Debra J. Klinzing

Senior Wealth Strategy Associate
608-831-8670
debra.rynes@ubs.com

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Registered States:
AZ, CA, CO, FL, GA, IL, IN, MI, MN, NJ, NY, OR, PA, WI


Travis Collings, CFP®

Senior Wealth Strategy Associate
608-824-6120
travis.collings@ubs.com

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Registered States:
IA, IL, MN, WI


Emma H. Schuster, CFP®, CRPS®

Senior Wealth Strategy Associate
608-831-4288
emma.schuster@ubs.com

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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™ and Chartered Retirement Plans SpecialistSM designations.


Registered States:
AZ, CA, FL, IL, MN, WI


Anne M. Hughey

Client Service Associate
608-831-4280
anne.hughey@ubs.com

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Registered States:
CA, FL, IL, WI


Jennifer A. White

Senior Client Service Associate
608-831-4286
jen.white@ubs.com

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Registered States:
CA, FL, IL, MD, MN, WI


Ivy Marie Nowland

Senior Client Service Associate
608-824-6129
ivy.nowland@ubs.com

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Earl Bischoff

Senior Client Service Associate
608-821-3717
earl.bischoff@ubs.com

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Registered States:
AZ, CA, FL, GA, IA, ID, IL, MI, MN, OK, SC, TX, WI, WY


Stephanie M. Noskowiak

Client Service Associate
608-831-4281
stephanie.noskowiak@ubs.com

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Brendan Patrick Sheehy

Client Service Associate
608-824-6132
brendan.sheehy@ubs.com

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Registered States:
FL, IL, MN, NY, WI


Samuel Rach Wood

Client Service Associate
608-821-3727
samuel.wood@ubs.com


Benjamin Majewski, CIMA®, CPM®

Senior Wealth Strategy Associate
608-831-4284
ben.majewski@ubs.com


Registered States:
AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NY, OH, PR, WI


Timothy J. Schneider, CIMA®, CFP®

Senior Wealth Strategy Associate
608-831-4285
tim.schneider@ubs.com

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Registered States:
AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MS, NC, NY, OH, PR, WI


Ryan Tessmer

Wealth Strategy Associate
608-831-8681
ryan.tessmer@ubs.com


Registered States:
FL, IL, MN, NY, WI


Kara S. Deans

Senior Client Service Associate
608-831-8676
kara.deans@ubs.com


Naomi Romdenne

Client Service Associate
608-821-3712
naomi.romdenne@ubs.com

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David C.F. Koop

Team Administrator
608-831-8685
david.koop@ubs.com

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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.


Registered States:
WI


Shari J. Cox

Client Service Associate
608-824-6113
shari.cox@ubs.com

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Shari joined The Burish Group in 2001, and is responsible for advertising, client events, educational seminars and marketing materials for the team. She holds a master of business administration degree in marketing from the University of Wisconsin-Whitewater, as well as a bachelor of arts degree in marketing from Loras College, Dubuque, Iowa.


Steven J. Nelson

Senior Wealth Strategy Associate
608-824-6125
steven.nelson@ubs.com

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Steve began working for The Burish Group in 2006 as an intern.  He currently manages all database issues and assists Shari with marketing and events.  Steve holds a bachelor of science degree from Edgewood College in finance and marketing.


Registered States:
WI


Carson Ann Goff

Client Service Associate
608-824-6114
carson.goff@ubs.com

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Carson joined The Burish Group in 2014. As a team marketing associate, Carson collaborates with Shari and Steve on marketing, advertising, and business development strategies.  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.


Mark A. Pent

Director
Branch Manager
608-831-8671
mark.pent@ubs.com
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Registered States:
AZ, CA, FL, GA, IL, MA, ME, MN, NC, NM, OH, PA, WI, WV


Monica A. Jablonski

Client Service Associate
847-277-2147
monica.jablonski@ubs.com

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.