Travis is a CHARTERED RETIREMENT PLANNING COUNSELOR™ who focuses on comprehensive financial planning, by utilizing his background in finance to formulate long-term investment strategies. His primary responsibilities within the group include portfolio analysis, construction of investment strategies and the design of asset allocation models. Travis bases these strategies on meticulous research with the focus of risk reduction and diversification, while constantly seeking new opportunities to provide optimal returns to each portfolio.

Registered States:
AR, AZ, CA, CO, CT, FL, IL, IN, KS, KY, LA, MA, MI, MN, MO, MT, NC, ND, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Melanie is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED RETIREMENT PLANNING COUNSELOR™ who focuses on comprehensive financial planning utilizing her knowledge of retirement planning, job transition planning, and post divorce strategies. Her professional expertise along with her level of commitment and desire to help, allow for comfortable conversations in working through some of life's most important and difficult decisions. Prior to joining UBS, Melanie earned her Master's Degree in Teaching and was an educator in Kirkwood for 13 years.

Registered States:
AR, AZ, CA, CO, CT, FL, IL, IN, KS, KY, LA, MA, MI, MN, MO, MT, NC, ND, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Amy has extensive experience in the Financial Industry, beginning with Merrill Lynch in 1999.  She joined UBS Financial Services, Inc. in 2015.  Amy is committed to quality client service and building quality relationships with our cleints and handles the day-to-day administrative functions for our team.  She enjoys spending time with her family, reading and being outdoors.

Carletta has extensive experience in the Financial Industry, beginning with Shearson American Express in 1982.  She joined UBS Financial Services, Inc. in 1999.  Carletta is committed to building quality relationships with our cleints.  She is also series 7 licensed and handles the day-to-day administrative functions for our team.