Jon has served as Senior Vice President-Investments at UBS Financial Services Inc. since joining the Firm in March of 2001, following a successful career that began in 1990 at Prudential Securities in Atlanta, Georgia. His area of focus resides in assisting clients with accumulating, preserving and transferring their wealth. Jon was named in Barron's top 1000 Advisors in 2009 and 2010. He is a graduate of Indiana University-Bloomington with a Bachelor of Science degree in economics. Jon and his wife, Heidi, have three children: Justin, Samantha and Madison and reside in Carmel, IN.

John has served as Senior Vice President-Investments at UBS Financial Services Inc. since joining the Firm in March of 2001, following a successful career at Prudential Securities. As a senior partner with The Klausner & Duffy Investment Group, he specializes in working with affluent and emerging affluent families and individuals in the development and implementation of customized investment portfolios. John is a graduate of the University of Indianapolis, having earned a degree in business and communications. John and his wife, Melissa have three children: Martin, Michael and Lauren.

Jack is the founding partner of The Klausner & Duffy Investment Group. He has served as Senior Vice President-Investments at UBS Financial Services Inc. in Indianapolis, Indiana, since March 2001. Jack served in the same capacity at Prudential Securities from 1989 after his former firm, Thomson McKinnon in 1959, becoming a principal of the firm. Jack attended Indiana University-Bloomington, where he earned a Bachelor's degree in Industrial Management. He subsequently served as an infantry officer in the United States Army. Jack and his wife, Linda, live in Indianapolis, Indiana.

Derek joined UBS in 2008 as part of the Firms Financial Advisor Associate Program. Through advanced training he developed skills in stock and bond portfolio construction, portfolio risk management, and financial forecasting. Derek joined the Klausner & Duffy Investment Group as a Financial Advisor in January of 2010 and has quickly become a valued part of the team in providing financial reviews, portfolio risk assessment and implementation. Derek is a graduate of Miami University in Oxford Ohio where he earned a Bachelor's Degree in Business Finance, and is currently a CFA Level 2 Candidate.

As the Senior Registered Client Service Associate of the Klausner and Duffy Investment Group, Jenny is responsible for the day to day operations of the Team. Her objective is to provide a superior service experience to the Groups clientele. Jenny has over 16 years in the Financial Services industry and carries the Series 7, 63 and 65 license designations. Jenny and her husband Bill reside on the south side of Indianapolis with their three children, Robby, Tyler and Samantha.

Caryn has worked in the brokerage industry for more than twelve years. She gained experience in training and operations while beginning her career at Charles Schwab. After a brief hiatus from the industry to spend time with her family, Caryn became a part of the Klausner & Duffy Investment Group at UBS Financial Services Inc. Caryn has a Bachelor's degree from Indiana University Kelley School of Business with a focus in marketing. She currently holds a Series 7 and a Series 63 license. Caryn lives with her two children, Abby and Aiden, in Fishers, IN.