Jenn joined UBS in 2009, having started her career at Smith Barney in 2000.  A native New Yorker, Jenn earned her Bachelor of Science degree from Ithaca College and her Master's from Springfield College. She received her Executive Certificate in Certified Financial Planning through the course of study at Duke University, passing the comprehensive exam and obtaining her Certified Financial Planner® designation. Jenn holds Series 7, 63, and 65 securities, life insurance, and long-term care insurance licenses.

When not helping her clients with their financial plans, Jenn enjoys spending time with her sons who’ve followed in her wake as budding athletes. Jenn has always enjoyed water sports and competitive sports, particularly baseball, from her beginnings on the t-ball field to her playing days on the Ithaca College Softball team. Jenn also volunteers actively across her community, having served two terms as a member of the board of The Volunteer Center of Durham, and three years on the board of directors of The YMCA of the Triangle. She is married and has two young boys, Levi and Ace.

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, LA, MA, MI, MS, NC, NY, PA, SC, TN, TX, VA, VT, WA, WI

Steve joined The Cornerstone Group at UBS in 2015, bringing 14 years of experience to the team. He began his financial services career in 2001 as a licensed banker with First Union, and through corporate mergers, became a Financial Advisor with Wachovia Securities, later Wells Fargo Advisors, in 2008. Steve received his Chartered Retirement Plan Counselor (CRPC®) designation in 2009, exhibiting his abilities in all facets of financial well being.

A native of Canton, IL., Steve received his B.S. In History from Bradley University. During his studies at Bradley, he also spent a semester abroad at Stockholm University in Stockholm Sweden. Steve and his wife, Shelby, moved to Durham in late 2000 when Shelby accepted a position in the School of Medicine at Duke University, a position which she still holds. Steve and Shelby are busy with the sporting activities of their 2 kids, Olivia and Nicklaus.

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MS, NC, NY, OR, PA, SC, TN, VA, WA, WI

Bret joined The Cornerstone Group at UBS in 2020 after working with the firm for 10 years. Bret will be an excellent addition to the overall team structure as our Business Development Specialist. He is based in Wilmington, NC where he has previously partnered with The Cornerstone group in the defined contribution space.

Before joining UBS, Bret graduated from NC State with a BS in Biology and spent time in the pharmaceutical sector. In 2006 he moved to NYC to eventually manage the then highest producing Marc Jacobs retail store in the world. Bret and his wife Dr. Yulia Paterson D.D.S. moved back to Wilmington in 2011 where he started his career with UBS and a family. Bret has three children, Zalen, Nesta, and Misha. When not at the office, he plays violin and spends time outdoors with his family and dogs going boating, fishing, travelling and all types of boarding.

Registered States:
MD, NC

Heather joined The Cornerstone Group at UBS in 2018 and has been in the financial services industry since 2014. She has continued to expand her knowledge base and has accomplished getting various licenses. Heather holds Series 7 and 63, life insurance, long-term care insurance licenses, and is a NC Notary Public.  She manages all aspects of the teams operations and works directly with clients handling all of their administrative needs.

When not at the office, Heather enjoys traveling and spending time at the coast on her boat with her husband Chris and son Asher.

Registered States:
FL, NC, VA, WI