We understand the challenges you face throughout life’s important personal and professional milestones. Your financial life encompasses much more than your investments. It includes your goals for the future and how you want to live right now. Accessing the deep resources of UBS, our team is strongly positioned to address the realities of today’s economy and meet the wide range of your sophisticated needs.
Stephen Y. Park, CRPC®
Stephen brings nearly 25 years of experience as head of The Park Wealth Management Group. His work is nationally recognized:
- UBS Chairman’s Council, the top 2.5% of UBS advisors in the United States (2016)
- Panelist at the UBS Retirement Income Planning Forum (2013)
- Keynote speaker on retirement planning and stock options to corporate executives at AOL, Gannett and others (1999–Present)
Stephen is a distinguished member of the Chairman’s Council, a select group of UBS’s top 2.5% of Advisors. With his in-depth knowledge and thoughtful leadership, he provides comprehensive wealth management for all simple or complex situations. As a Wealth Advisor and Senior Portfolio Manager, he actively advises high net worth individuals, including attorneys, Fortune 1000 executives, business owners and pension funds. Client familiarity, ongoing communication and building trust compose the core of all of his family relationships. Stephen lives in Oakton, VA, with his wife, Kelly, and three children–Taylor, Drew and Landon.
AL, CA, CO, DC, DE, FL, GA, ID, KS, KY, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WY
Edward J. Dahl, CFP®, CDFA
Edward heads the financial planning arm of The Park Wealth Management Group. After beginning his career at A.G. Edwards, he brings nearly a decade of experience in portfolio management and wealth planning. Edward earned his Certified Financial Planner™ designation, which is only given to advisors who meet the rigorous ethics and experience requirements of the Certified Financial Planner Board of Standards. Inc. Board. Edward also maintains credentials as a Certified Divorce Financial Analyst®, which helps him understand the facets of comprehensive financial planning during or after a marital transition.
Edward received a B.A. in finance from Catholic University, and is a board member of the Tyson’s Corner Tower Club’s Inaugural Philanthropy Committee. He lives with his wife, Lisa and two daughters, Stella and Vivian, in Arlington, VA.
AL, CA, CO, DC, DE, FL, GA, ID, KS, KY, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WY
Courtney Waetjen Dinning
Wealth Management Associate
Courtney heads the client service experience arm of The Park Wealth Management Group. After working for various large brokerage firms in the Baltimore area, Courtney joined the team in 2011. With over 13 years of experience and holding her Series 7 and 66 securities licenses, Courtney manages all aspects of operations and administration for the group. Her priorities are client on-boarding, banking and all aspects of solving client needs. A native of Silver Spring, MD, Courtney graduated from James Madison University with a Bachelor of Business Administration. Courtney lives in Reston, VA, with her husband and two young children–Chase and Lexie.
DC, FL, MD, NC, VA
Daniel H. Yoo, CFP®
Daniel joined The Park Wealth Management Group in 2012. He is a Wealth Strategist who works with entrepreneurs, business owners, executives, and their families to make precise financial decisions. He knows that deepened client relationships come from a holistic wealth management approach that entails customized financial planning, portfolio risk management, and creative individualized solutions.
Daniel is a Certified Financial Planner™, having completed his studies at Northwestern University, and recently passed his CFA Exam Level I. He holds a Bachelor of Science in Management Information Systems from Boston University’s Business School. He is an active member of Best Buddies and volunteers regularly throughout the DC area.
CA, DC, MD, NC, VA, WA
Spenser P. Thompson
Registered Client Service Associate
Spenser joined The Park Wealth Management Group in 2016. Spenser focuses on providing the highest level of service to clients and works closely with the team to support financial planning efforts. He holds his series 7 and 66 licenses. Spenser graduated from Virginia Tech with a B.S. in Finance. He is originally from McLean, Virginia and currently resides in Arlington.
DC, MD, VA