Leigh Gage is a Certified Financial Planner™ professional and the head of financial and tax planning strategies for our team.

Senior executives at many local companies - including Procter & Gamble, General Electric, Cintas, Cincinnati Bell and The Kroger Co. – rely on Leigh for her expertise in tax and financial planning to help them build a better future for their families. Her technical and analytical prowess is matched by her enthusiasm and empathy for others - qualities that allow her to understand client needs and deliver highly complex information in a way that is comprehensible and meaningful to clients.

Originally from Brockton, Massachusetts, Leigh moved to Cincinnati after graduating cum laude from Miami University where she studied economics and international politics. After graduating in 2005, Leigh began her career in financial services, guiding clients through the complexities of retirement, tax, insurance, estate and investment planning strategies. Leigh has attained numerous licenses, designations and awards - among them the Certified Financial Planner™ designation and the Corporate Stock Benefit Consultant title for her expertise in working with clients with concentrated positions.

When not working on behalf of her clients, studying tax code or chasing her two young children, Leigh devotes her free time to serving as a leader in her community. She is passionate about encouraging young women to pursue careers in finance, which she does as an Executive Mentor to Xavier University students. Leigh was honored to be included among the YWCA’s Rising Star Class of 2015 and previously served as President of the Board of Building Blocks for Kids, a Mason-based charity that provides funding to local families of children with special needs.

Tom Awadalla is a Certified Financial Planner™ professional and a principal partner with our team.

A Cincinnati native, Tom attended Covington Catholic and went on to receive a bachelor’s degree from Xavier University. While at Xavier Tom interned with several financial advisory teams, and those early views of client engagement and market navigation led him to pursue his calling in the field. More than a decade later, Tom has built his career focused on consulting with corporate executives, retirees and others who hold concentrated stock positions. He maintains his passion for studying the market by reading voraciously in order to bring innovative ideas and outside perspectives to our weekly Investment Committee meetings.

Highly organized and disciplined, Tom is known for his engaged and proactive service to his clients. His diligent guidance and care help ensure that clients stay on track toward a secure financial future. Having seen the results that come from pairing a solid financial plan with a thoughtful investment strategy, Tom holds a deep conviction in the benefits of our work and is inspired to find new clients we can help. He applies his drive and enthusiasm to leading the team’s marketing efforts as the head of new client acquisition for our team.

Tom renews his energy by staying active with tennis, golf, skiing and Crossfit. He enjoys the outdoors and serves others through his work with the Ronald McDonald House, National Multiple Sclerosis Society, and Mariemont High School. Tom and his wife Hanna live in Mariemont with their two dogs.

Registered States:
AZ, CA, CO, FL, KY, MD, MI, MT, NE, NH, NJ, NY, RI, TX, UT, WA, WY

Stuart Swift is a Client Service Associate and performs various functions for our team.  In his role, he supports the investment strategy, marketing and business development, and client service. 

After completing a two year church service mission in Brazil, Stuart earned a degree in finance from Brigham Young University.  During his time in college, he spent two summers with our team as an intern and joined UBS full time upon graduation. 

While Stuart considers Cincinnati his home town, he keeps close ties to his birthplace, Iowa City, as an avid Hawkeye football fan.  In his free time, Stuart enjoys golfing, serving in his church, and spending time with his wife Courtney, and their two children, Charlotte and Jackson. 

Joe is a Certified Financial Planner™ professional and leads the marketing and business development efforts for our team.

A Toledo, Ohio native, Joe moved to Cincinnati in 2010 to attend Xavier University and graduated in 2014.  Prior to working at UBS, Joe worked for a small marketing and sales firm in Cincinnati. 

Joe lives in Oakley and spends his free time running, attending Xavier basketball games, and watching Cleveland sports.

Laura is a Senior Wealth Strategy Associate and supports client service, marketing and business development activities for our team.

Originally from Northeast Ohio, Laura attended The Ohio State University and graduated magna cum laude with a B.A. in International Studies. Upon graduation, she began her career with UBS as a Client Service Associate in Columbus, OH, and later moved to New York City where she was a Business Strategist for the UBS Private Bank. During her time in NYC, Laura earned her MBA from New York University with specializations in Finance and Global Business.

Laura returned to her Ohio roots in 2015 when she joined the UBS Downtown Cincinnati branch as the Administrative Manager. Her passion for working with clients and helping them achieve their financial goals led her to join the Executive Wealth Consultants team in 2018.

Outside of the office, Laura is active in the community through Give Back Cincinnati, serving on the executive board as the Strategic Improvements Director. She is also an avid runner and has completed the NYC Marathon, twice.