Experience Makes all the difference

Our team utilizes a unique process that provides comprehensive solutions allowing our clients to accomplish their wealth management goals. Combined we have over 50 years of experience in the industry, and have proven to be committed to our client's financial objectives over the long term. We have had the privilege of serving many individuals throughout Dayton and the rest of the country, and have a client satisfaction track record that is second to none.

Travis W. King, CIMA®

Senior Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
937-226-6594
travis.king@ubs.com

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Travis is a lifelong resident of the Dayton area.  He began his career in 1991 and remains committed to helping his clients with all financial decisions they will face, with particular focus on the decisions they may not have prepared for.  He has earned the Certified Investment Management Analyst designation, the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity, and investment consulting knowledge.

  • B.S., Wright State University
  • CIMA Designation, Haas School of Business, University of California, Berkeley
  • UBS Council Member, consistently since 1992
  • Dayton Business Journal "Top 40 under 40" award winner – April 2000

Along with actively participating in both summer and winter sports, Travis is also passionate about coaching youth sports (football, basketball & baseball) and has spent the past several years on his community’s youth football board.  Through coaching, his mission is to have a positive impact on these boys that will one day grow into young men with leadership positions and the high values that go with them.   "The process of building the integrity and character of young men begins when they are 8, not 18".  

He and his wife, Patsy, along with their three sons, Trey, Chris, and Landon live in Centerville, and are active members of Southbrook Christian Church.


Registered States:
CA, CO, DE, FL, GA, IL, IN, KS, KY, MI, MT, NC, NM, NV, OH, SC, TN, TX, VA, WA, WI


Brian E. Rathbun, CRPS

First Vice President - Wealth Management
Chartered Retirement Plans Specialist (CRPS®)
937-226-6580
brian.rathbun@ubs.com

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Brian's personal philosophy is to build successful long-term relationships with his clients that are premised on two qualities: mutual respect and trust. These are the cornerstones of his business that started back in 1993. He specializes in and is committed to customized financial, retirement, and estate planning, as well as working with small business owners and busy professionals. He lives out this commitment by treating every client as a long-term relationship that deserves the highest quality service.

Brian is a Wright State University graduate and holds the CRPS® designation (Chartered Retirement Plan Specialist). He partnered with Travis King and Tony Schock in 1998 and is First Vice President - Wealth Management in the Dayton, Ohio office of UBS Financial Services Inc.  

As an active member of the Beavercreek community, Brian is deeply involved with and helps sponsor Beavercreek's Weekend of Jazz music festival. In addition, he spends his time as a volunteer and supporter of: 

  • Hospice of Dayton
  • The Food Bank, Inc.
  • Dayton VA Medical Center
  • The Dayton Community Blood Center 

Brian and his wife, Sandy, have two children, Tom and Rachel.  As a family they are big supporters of the Beavercreek High School Marching Band (one of the biggest bands in the state). The band travels all over the country including to Walt Disney World, Marshall University, and Vanderbilt University in Nashville Tennessee.  Brian also enjoys golf, running, traveling, and spending time with his family.

 


Registered States:
CA, CO, DE, FL, GA, HI, IL, IN, KS, KY, MD, MI, MT, NC, NM, OH, SC, TN, TX, VA, WA, WI


Anthony V. Schock, CRPS

First Vice President - Wealth Management
Financial Advisor
937-226-6595
tony.schock@ubs.com

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Tony ​was born in Ohio in 1973 and ​has resided in ​the buckeye state for his entire life.  ​He began his career in 19​94​ at UBS Financial Services before graduating from Wright State University in 1996​.  He earned the Chartered Retirement Plan Specialist® designation from the College for Financial Planning.  Some of the distinctive markets Tony serves are:

  • Physicians
  • Ohio Police & Fire 
  • Accountants

He married his wife, Marcia, in 1996 and has two daughters.  Tony currently volunteers on the St. Luke's school committee, is involved with the Carroll High School boosters, and is a member of the Fraternal Order of Police Auxiliary at the John C. Post Lodge #44.  He, along with his business partners Travis & Brian, enjoy volunteering at local charities like Hospice of Dayton, Dayton Food Bank, and the Community Blood Center.  In his spare time he enjoys gardening, playing full court basketball, and fishing.

 


Registered States:
AZ, CA, CO, DE, FL, GA, IL, IN, KS, KY, MI, MO, MT, NC, NH, NM, OH, PA, SC, TN, TX, VA, WA, WI


Teedika N. Thorpe

Client Service Associate
937-226-6946
teedika.thorpe@ubs.com

TeEdika joined the Wealth Consulting Group in 2008 and has more than 15 years of experience in the service industry. TeEdika works side by side with our clients to ensure that they always receive the highest quality of care.  She provides a tremendous wealth of knowledge to both our team as well as to our clients on a daily basis.

TeEdika and her daughter, Alyssia, are active members within the Xenia community where they live.  They enjoy traveling, soccer, cheerleading and spending time together as a family.


Brittany K. Hartley

Client Service Associate
937-226-6578
brittany.hartley@ubs.com

Brittany comes from a banking background and has 8 years of experience in client services. She joined the Wealth Consulting Group in the fall of 2015 and is excited to begin working closely with clients to ensure they receive exceptional service.

Brittany and her husband, Ryan, reside in Moraine and enjoy being active and spending their free time with family and close friends.  They are also looking forward to being more active in the community through volunteer work. 


Beverly J. Hassan

Client Service Associate
Registered Paraplanner (RP)
937-226-6582
beverly.hassan@ubs.com

Beverly joined our team in 2015.  She has been in the financial industry for over 10 years and is a registered paraplanner.  Beverly is excited to use her background to provide excellent personalized service to our clients. She brings new perspective and experience that will serve her well in her role with our team.

Beverly lives in Beavercreek with her husband and two daughters.  Most of their free time is spent supporting their daughters with competitive dance.  As a family, they also love to travel as much as possible.



Registered States:
OH