Kevin began his career in the financial services industry in 1987 with locally based Gradison Financial Services. He has focused on guiding high net worth individuals toward their investment and estate planning goals. He also works with businesses in the management of their retirement plans and has significant mutual fund analysis experience. Kevin earned an undergraduate degree from the University of Cincinnati and received an M.B.A. in finance from Xavier University in Cincinnati. Kevin continued to enhance his professional knowledge by earning his Series 7, 63 and 65 securities licenses as well as life, accident and health insurance, and variable annuity licenses. Outside of work, Kevin continues to support the Make-A-Wish Foundation after previously spending nine years on the organization’s board of directors for the Ohio, Kentucky and Indiana chapter. Kevin and his wife, Debbie, reside in Loveland, OH, and are the parents of three grown children and five grandchildren.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WY

Burke began his career in 2003 with Fifth Third Bank before joining Gradison in 2006. His current area of focus is guiding high net worth individuals, families, professionals and retirees toward developing integrated wealth management portfolios using sophisticated financial planning tools. Burke obtained a bachelor of science degree from Spring Hill College in Alabama and a master’s degree from Xavier University in Cincinnati. He also earned his Series 6, 7, 63 and 65 securities licenses as well as life, accident and health insurance, and variable annuity licenses. Outside of work, Burke serves on the Endowment Committee of the Starfire Council of Greater Cincinnati. He is also involved in many committees for the Southwest Ohio Chapter of the Juvenile Diabetes Research Foundation (JDRF). Burke and his wife, Kelli, live in Terrace Park, OH, with their four children.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WY

Bryan grew up in Cincinnati and is a magna cum laude graduate from Wofford College in Spartanburg, SC. He began his career in the financial services industry in 2000 with Morgan Stanley in Athens, GA. After his wife, Dr. Ingrid Shick, graduated in 2002 from the University of Georgia College of Veterinary Medicine, they moved to the Greater Cincinnati area and Bryan began working with his father, Dan Shick, at Gradison. Bryan and his teammates transitioned to UBS in 2007 after Gradison was acquired by UBS. Bryan’s areas of focus are financial planning, portfolio management, asset allocation strategies, mutual fund analysis and insurance services. He maintains his Series 7, 31 and 66 securities licenses, as well as his insurance licenses, which enable him to offer clients life insurance, long-term care insurance and annuities. Bryan is a board member of the Brain Donor Project, an organization founded in memory of former Gradison President, Gene Armentrout. Bryan and Ingrid live in Fort Thomas, KY with their two children. Ingrid is a veterinarian dedicated to offering spay and neuter surgeries to cats at Ohio Alleycat Resource and United Coalition for Animals.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WY

Christina began her career in financial services at UBS in February 2014 and quickly obtained her Series 7 and 66 securities licenses. She earned her CERTIFIED FINANCIAL PLANNER™ designation in October 2020. Christina works with our clients to develop financial plans to reach their goals and works closely with our Financial Advisors to implement and monitor the advice given in the financial plans. Christina also leads our support team in providing excellent service to our clients on a day-to-day basis. She graduated Cum Laude with a B.A. in Psychology from the University of Kentucky. Outside of work, Christina enjoys teaching fitness classes at Pure Barre Cincinnati-Oakley and spending time with friends and family. She lives in the Hyde Park neighborhood of Cincinnati, OH.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

Kacie began her career with UBS in June 2016 after obtaining a B.S.B.A. in Economics from Xavier University. She holds her Series 7 and Series 66 securities licenses. Kacie supports the team's operational and administrative needs and efficiently assists clients with day-to-day tasks. Outside of work, Kacie enjoys the outdoors, attending FC Cincinnati and Xavier basketball games, and spending time with friends and family. She resides in Mt. Auburn, OH.

Registered States:
CO, CT, DE, FL, GA, ID, IL, IN, KY, MA, MI, MT, NC, NY, OH, OR, PA, SC, TN, TX, VA, VT

Lauren began her work in financial services in December of 2017 at UBS as a college intern. After graduating from Xavier University in May of 2019, where she earned her B.S.B.A. in Finance, she joined the Horton Neville Shick Wealth Management Group as a Client Service Associate. Lauren helps the team and clients in an operational and administrative role through daily business practices. She is currently working towards her Series 7 securities license. Outside of work, Lauren enjoys spending time with family and friends, giving back to the community and attending Xavier basketball games as a proud alumna.