Richard offers over three decades of wealth management expertise and focuses on wealth planning, risk management, liability management, and asset management for high net worth individuals. Richard is a graduate of Cleveland State University where he earned a Bachelors degree in accounting. Richard is a Cerified Private Wealth Advisor ®. He has received numerous honors during his advisory career. Richard is President of the Board of Trustees of Temple Israel Ner Tamid and a Past President of the Board of Directors of Jewish Big Brother Big Sister Association. Richard and his wife, Lynda, reside in Mentor, Ohio.

Registered States:
AL, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KY, MA, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

Larry offers over 25 years of investment advisory experience. He began his career in the oil and gas industry before becoming a wealth advisor. Larry specializes in estate planning and wealth transfer strategies along with his expertise in the commodity markets. Larry is a graduate of Miami University where he earned a Bachelors degree in Political Science and History with a minor in Economics. Larry and his wife, Ellie, have two children and reside in Bay Village, Ohio.

Registered States:
AL, AZ, CA, CO, DC, FL, GA, ID, IL, KY, MA, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

Tristan offers over 13 years of experience in the financial services industry.  He most recently served as the Wealth Management Banker for the Northern OH market at UBS.  He has also worked as a credit anayst and as a relationship manager.  Tristan specializes in lending and financial planning.  He has been a national achiever in several previous roles.  Tristan and his wife, Katy, live in Chesterland with their four children.  

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, VI, VT, WA, WI, WV, WY

Anita came to UBS from Morgan Stanley Smith Barney where she was a Senior Client Service Associate. Anita began her career in the financial services industry in 1999. Anita delivers a superior client experience and was recognized as a team leader in her positions on the Branch Council and as Branch Training and Mentoring Specialist. Anita attended Cleveland State University where she earned a Bachelors of Arts degree in Sociology. Anita resides in North Olmsted, Ohio.