It's easier to make decisions about your future when you're guided by Financial Advisors whose first priority is to understand you. Their partnership becomes even more important during periods of life transition—particularly retirement. That's because you may be retiring from work, but life after 65 opens up brand new possibilities and choices. Whether you are considering a unique business venture, going back to school or charitable pursuits, we would like to help you manage those choices by providing you with the financial guidance and resources you'll need to embrace your future with confidence.
|Dan Torbeck has been recognized by Barron’s as one of the Top 1,000 Financial Advisors in the U.S. (2011, 2012, 2013)|
Dan Torbeck has been named Midwest regional representative to the National UBS Financial Advisor Advisory Council. This significant honor gives Dan the important task of shaping the firm's direction in 2013 and beyond.
Kelly Wittich has received the UBS Global Employee Volunteer Award in recognition of her outstanding contribution to our Community Affairs program. This award was given to 150 UBS employees globally.