Experience Makes all the difference

We are a team of financial professionals that work with a select group of clients. Our mission is to help clients successfully navigate the four stages of their investment lives while building relationships based upon trust. These stages are accumulation, transition, conversion, and distribution.

We utilize three core principles that define our ongoing mission.

1. Defined Approach- A thorough discovery process that helps clients identify, articulate, and prioritize their financial objectives. With the help of an interactive wealth planning process, we help provide clarity to clients on their current situation and develop an appropriate action plan. This is based on active listening and our commitment to simplifying complex issues.

2. High-Level Capabilities- Teamwork, experience, and resources provide clients with a rational perspective and innovative strategies. We utilize active management investment portfolios designed to preserve and grow a clients' assets. Our platform provides the ability to bring vast resources to the table in an efficient way that is tailored to each client's needs.

3. Personal Care- Our service mind-set leads to high levels of client satisfaction and long term relationships. Ongoing communication that is actionable and timely allows clients to stay on track and achieve their goals.

Peter Gerard Gundy Sr., CFP®, CRPC®

Senior Vice President - Wealth Management
317-706-3814
peter.gundy@ubs.com
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Registered States:
AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY


Jason Anthony Murdock

First Vice President - Wealth Management
Portfolio Manager
317-706-3815
jason.murdock@ubs.com
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Registered States:
AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY


Darin Lee Etchison

First Vice President - Wealth Management
Portfolio Manager
317-706-3816
darin.etchison@ubs.com
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Registered States:
AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY


Rachel Elizabeth Orlando, CFP®


Registered States:
AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY


Troy Robert Hollings

Joining in 2015, I'm the newest member of the GME Group. I play a key role in business development, marketing, and research for the team. I've been investing since I was 15 years old, and the team's client centric approach matches mine exactly. I firmly believe that doing the right thing for the client is the ultimate means to business success. I look forward to growing in my career on such a great team.


Registered States:
FL, IL, IN


Brenda Kay Dages

Senior Client Service Associate
317-706-3818
brenda.dages@ubs.com


Registered States:
DC, FL, IL, IN, MI, NY


Jynene Marie Fry

Registered Client Service Associate
317-706-3819
jynene.fry@ubs.com


Registered States:
DC, FL, IL, IN, MI, NY