Rob holds a B.S. in Finance from Miami University and an MBA from the University of Toledo. Rob began his career in Finance in 1985 working for the former Toledo Trust Bank. He worked in the Trust Investment department until 1990. The stock market crash of 1987 taught him valuable lessons that have helped him throughout his career.

Rob joined McDonald Investments in 1990 as an investment advisor. UBS Financial Services Inc. purchased McDonald Investments in 2007.

Rob has earned the Certified Financial Planner Certification, which attests to his dedication to providing his clients with wealth planning strategies that are developed according to their individual needs and goals.

Rob has been active in his community throughout his career. He has served as President of the Board of the following organizations: Big Brothers Big Sisters, Mobile Meals, Leadership Toledo and the Bishop's Education Council. He was previously on the Board for the Sunset House and chairperson of their finance committee.   He sits on the Board for Notre Dame Academy and is active in his church Gesu Catholic Church.

Rob is an avid reader and also enjoys running and triathlons. He has completed the New York City and Boston Marathons as well as the Escape from Alcatraz Triathlon and the Wisconsin Ironman.

Rob and his wife Dana have been married 26 years and have 2 daughters; Torey, a senior Chemical Engineering major at Miami University and Julia, a junior at Notre Dame Academy.

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

John began his career in wealth management in 1987.  He is currently a Senior Vice President - Wealth Management with UBS, where his main area of focus is in devising wealth management planning strategies to assist his clients in pursuing their financial goals.  Prior to joining UBS, John served as a financial advisor with McDonald Investments, Roney & Co. and Pru-Bache.  John received his B.S. in Business Administration from Bowling Green State University in 1982 where he played both football and golf and was later inducted into their Hall of Fame in 1990.  John currently resides in Perrysburg, Ohio with his wife, Amy, and their son Jack.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Tom Baither began his long and successful career in investment management in 1966.  As a Senior Vice President - Wealth Management with UBS, Tom's areas of concentration are in executing estate planning strategies and retirement planning through the firm's advisory and brokerage services.  Before joining UBS, Tom worked for several firms including McDonald Investments and Roney & Co., where he was a managing partner.  Prior to embarking on his career in financial services, Tom served as a Lieutenant in the U.S. Army during the Vietnam War.  After receiving a degree in Economics at The University of Toledo, Tom earned an Associate Degree in Marketing from the University of Pennsylvania's prestigious Wharton Business School.  Outside of work, Tom is active in golfing, hunting and fishing.  He and his wife, Karen, are the parents of a son and daughter who live in Toledo, Ohio.

Registered States:
AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, OH, OR, SC, TN, TX, UT, VA, WA, WI

Tom joined Kidder, Peabody & Co, a UBS Financial Services predecessor firm, in 1984. He is a life long Toledo resident. He graduated from St Francis De Sales High School and holds a degree in Business from the University of Toledo.  In his 33 years with the firm, he has successfully managed client assets through 3 recessions and many market corrections. Tom's approach matches his clients' investments to their objectives and risk tolerance as he advises over $100 million in assets held in UBS accounts. Tom is on the Board of Toledo Opera and a supporter of the Boy Scouts of America. He is an Eagle Scout.

Registered States:
AZ, CA, CO, CT, FL, GA, IL, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, SC, TN, TX, VA, WA, WI

Rachel is a Financial Advisor with Vista Financial Group at UBS Financial Services.  She manages the teams financial planning practice and is responsible for developing customized financial strategies for clients. Rachel holds the Series 7 and Series 66 securities licenses as well as Life, Health, and Long Term Care Insurance licenses. Rachel plans to earn her CFP® designation.

Prior to UBS, Rachel earned her Bachelor of Science degree from Miami University's Farmer School of Business majoring in Finance and minoring in Sales & Marketing. After graduating from Miami University, Rachel coached sailing for Yachting Victoria in Melbourne, Australia and for Larchmont Yacht Club in New York.  

In addition to competitive sailing, she enjoys downhill skiing, reading, and running. A native of Sylvania, Ohio, Rachel is a proud graduate of St. Ursula Academy and currently resides in Downtown Toledo.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Sarah is currently a Wealth Management Associate with UBS Financial Services Inc., with over 25 years of banking and brokerage experience. Sarah began her career in banking in 1990 and has held several positions from proof operations to a branch office manager. During her banking career she has received certificates at the American Institute of Banking with the American Bankers Association in: General Banking, Banking Sales & Service and Consumer Lending. Sarah has also received her supervision certificate from Owens Community College.

Sarah joined the brokerage industry with McDonald Investments in 2005 as a client service associate. UBS Financial Services Inc. purchased McDonald Investments in 2007. Sarah holds the Series 7, 63, and 65 securities licenses,  FPQP™ , Financial Paraplanner Qualified Professional™ designation, as well as annuity, life, variable insurance licenses. Sarah is also appointed in the state of Ohio as a Notary Public.

Sarah and her husband Darrin of 20 plus years live in Toledo, Ohio and are the parents of a son and daughter. Sarah's outside interest include: Music, target shooting, self-development, health and nutrition, and spending time with family and friends. Sarah is also currently involved as a Family Support Group Leader and has been during most of her husband's 20 years of service with the US Army.

Registered States:
AZ, CA, CO, FL, GA, IL, MA, MD, MI, MN, NC, NJ, OH, OR, PA, TX, UT, VA

Amy began her career as an Investment Associate at Raymond James, Inc. in 2000.  For the past 17 years, she has been a part of the Baither/Spengler team moving with them to McDonald Investments in 2002 and then merging with UBS Financial Services Inc. in 2007. 

Amy holds her Series 7 and 66 licenses and she is also appointed in the state of Ohio as a Notary Public.

Amy currently resides in Grand Rapids, Ohio with her husband, Dean.  She enjoys reading, travel and spending time with her children and grandchildren. 

Registered States:
AZ, FL, GA, IL, MA, MI, NC, OH, UT

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