Todd's expertise is in providing his clients the answers to questions they do not know to ask. This is accomplished thru a holistic and integrated financial planning service focused on all financial disciplines including but not limited to estate planning, retirement and cash flow planning, employee benefit and compensation planning, education planning, investments & risk management. Todd began his financial services career in 1998 at Ayco, a Goldman Sachs Company and joined UBS Wealth Management in July of 2010.  He received his BS in Business administration from the University of Buffalo and his Juris Doctorate from Albany Law School. When he is not helping his clients achieve their financial goals, Todd & his wife, Amy enjoy giving back to the community. For the last decade, Team Urowsky has been the largest fundraising Community Team in the Country that participates in American Heart Association Heart Walk. Additionally, Todd is an avid golfer and mountain biker. Todd, Amy and their boys, Jake & Tyler, Live in East Cobb, GA.

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

Trevor joined UBS after spending 11 years with The Ayco Company L.P., a Goldman Sachs Company.  He received his Bachelor of Science in Business Administration from Trinity University and his Master of Science in Accounting from Southern Methodist University.

Registered States:
AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

David joined UBS after spending 8 years with The Ayco Company, L.P. He received his MBA and JD from the University of Oklahoma.

Registered States:
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, VT, WA, WI, WV, WY

Tyson has over 13 years experience in the financial services industry. Through his career, Tyson has specialized in providing holistic, concierge level service and advice to clients that touches every aspect of their financial world. He has ushered many corporate executives through various liquidity events and provided advice on how such events fit into their comprehensive financial plan. Tyson provides strategic leadership for the team with a focus on financial planning engagement review and and portfolio management.  Tyson has earned the CERTIFIED FINANCIAL PLANNERTM designation and was recently recognized among the "Top 35 Under 35" at UBS. He is a graduate of the Robinson School of Business at Georgia State University where he earned his BS in Business Administration.  In his free-time, he is active in his church and various non-profit endeavors. Tyson is an avid outdoorsman and lives in Dunwoody, GA with his wife, Macy and their three children.

Registered States:
AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Ryan joined UBS after spending 7 years with The Ayco Company, L.P. He received his B.S. in Business Administration from Trinity University and is a CFA Charterholder.

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

Andrew joined UBS after spending 6 years with The Ayco Company, L.P. He received his B.A. in Economics from Boston College and is a CFA Charterholder.

Registered States:
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, VT, WA, WI, WV, WY

Brian joined UBS after spending 5 years with The Ayco Company, L.P., a Goldman Sachs Company. He received his B.B.A. in Finance from the University of Georgia and his J.D. from the University of Texas School of Law.

Registered States:
AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Matthew joined UBS after spending 3 years with The Ayco Company, L.P., a Goldman Sachs Company. He received his BS in Personal Financial Planning from Texas Tech University and his MBA in Finance from Southern Methodist University.

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

Kristy L. Winkles joined UBS Financial Services in 2008.  She worked with a team in the Addison complex before joining the Executive Financial Advisors team in November of 2013.  Prior to UBS, Kristy was with Smith Barney for 8 years in both managerial and registered associate positions.  Kristy is series 7 and series 66 licensed.  Kristy and her husband, Gary, have two daughters.

Registered States:
CA, FL, OK, TX, WA

After spending more than a decade providing holistic financial advice to clients, Mike is still driven by the same underlying goal that lead him to this industry to help others succeed in achieving what's most important to them. Whether it's accumulating wealth for your future or transferring wealth to benefit others, having a deliberate and well thought out plan is critical to helping ensure you achieve what's most important to you.

Prior to joining UBS in 2015, Mike spent 8 years with an independent firm as part of a private wealth advisory practice. Mike received his BS in Management with concentrations in Finance and Marketing from the Scheller College of Business at The Georgia Institute of Technology (GA Tech). Mike is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Chartered Financial Consultant® designation.

Mike is a long time resident of Atlanta and currently resides with his wife Jenn and daughter Madeleine in the Peachtree Park neighborhood of Buckhead. Outside of the office, Mike enjoys traveling the globe, fly fishing, and playing golf.

Registered States:
AL, CA, CO, DC, FL, GA, HI, IL, KY, MA, MI, NC, OH, OR, SC, TX, WA

Shelby joined UBS Financial Services in 2013 and the Executive Financial Advisors in 2016. She graduated with her B.B.A. in Finance from Texas A&M University, is a Certified Financial Planner (CFP®), and is Series 7, 66, and insurance licensed.

Registered States:
CA, FL, OK, TX, WA

Cody's role as Wealth Strategy Associate provides business analytics, client concierge services, extensive project management and strategies for the team.  He began his career at UBS in 2015 and joined the Executive Financial Advisors in 2017.

Cody earned his B.S. in Finance at the University of Delaware. He is a Certified Financial Planner (CFP®) and also holds his Series 7, 66 and insurance licenses.

Cody lives in Dallas, TX.  He was a varsity hockey player at university and continues his love of the sport by participating in the ice local hockey community as a coach and teacher.

Registered States:
CA, FL, KS, OK, TX, WA