As a Managing Director and Financial Advisor at UBS since 1984, Andrew has been instrumental in the development and success of The Burish Group. With over 35 years of experience in investment and financial consulting, Andy currently oversees a team of over 40 and helps manage over $4 billion in client assets. With his progressive vision and strategic direction, Andy continues to be recognized as one of the Firm's most innovative team leaders.
Andy has been the recipient of numerous awards and acknowledgements throughout his career, including #1 Financial Advisor in Wisconsin for the past nine years, one of Barron's Top 100 Financial Advisors in the U.S. the past 11 years and named #13 on the Forbes Top 250 wealth advisors in 2018.
Committed to education and serving the community, Andy currently serves as Chairman of the Board of Directors of the University of Wisconsin-Eau Claire's Foundation. He has previously served as chairman of both the investment committees and foundations at both UW-Whitewater and UW-Eau Claire.
Andy earned his Master of Business Administration from the University of Wisconsin-Whitewater and holds the respected Certified Investment Management Analyst® designation. He and his wife, Anna, live in Middleton. Andy enjoys downhill skiing, waterskiing and motorcycling as well as spending time with his family and friends.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Jason M. Maas, CFP®, CIMA®
With a tenure as Andy's business partner since 2000, Jason is currently a Managing Partner and together with Andy has built The Burish Group into one of the country's top wealth management practices. Today the group is made up of 43 members and has offices in six cities.
With over 25 years of experience in investment and financial consulting, Jason has the knowledge and expertise necessary to understand and solving complex financial challenges as well as identify unique opportunities for clients. Within the team, Jason leads the portfolio management team and oversees the group's investment strategies for the more than $4 billion in assets under management.
Jason holds an Executive Masters in Business Administration and a Bachelor of Business Administration in Accounting from the University of Wisconsin-Madison School of Business. He holds the respected Certified Investment Management Analyst® (CIMA®) certification from The Wharton School, University of Pennsylvania as well as his Certified Financial Planner™ certification.
Jason is an Eagle Scout who sits on the executive board of the Glacier’s Edge Boy Scout Council and also a member of the Henry Vilas Zoological Society Board. Jason enjoys participating in triathlons and is an Ironman Wisconsin 2016 finisher. He resides in Verona, WI with his wife, three sons and their Portuguese Waterdog, Jasper.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
An Associate Director at The Burish Group of UBS, Anna has been with UBS Financial Services Inc. since 1994, serving in different branches throughout the U.S., including Los Angeles, Denver, and Chicago. Within the team, Anna serves at Chief Operating Officer and Financial Advisor, overseeing the strategic development of the team while ensuring and raising the level of service our clients have come to expect.
Anna holds an executive Master in Business Administration from the University of Wisconsin-Madison School of Business and a Bachelor of Arts from Whitman College in Walla, WA.
Away from the office, Anna has deeply rooted ties to the community and has served on many boards including Domestic Abuse Intervention Services (DAIS), St. Mary's Hospital Foundation and Edgewood Campus School's Board of Directors. She currently sits on American Family Children's Hospital Advisory Board, the Overture Foundation and United Way, serving as the 2017 Chair of the Board of Directors for United Way of Dane County. Anna has received numerous awards, most recently the 2018 United Women Philanthropy Award.
Anna and her husband, Andy, reside in Middleton, WI, with their two American bulldogs, Coraline and Sam. In her free time, she enjoys snow skiing, eating, and cooking.
CA, CO, FL, IL, KY, MA, ME, MI, MN, MT, NJ, TX, UT, WA, WI
Mike joined The Burish Group in 1999 and serves as Vice President–Wealth Management. Prior to joining, Mike was employed as a Certified Public Accountant, gaining experience auditing financial institutions, corporations, governmental agencies, as well as preparing taxes for individuals and corporate clients. Mike has been able to build upon this experience to provide holistic wealth management, aligning portfolios with client goals, risk tolerance, time horizon, and cash flow needs through various market conditions.
Mike received a Bachelor of Science in economics and math from the University of Wisconsin-Madison and holds a Master of Science in accounting from the University of Wisconsin-Whitewater. Mike resides in Oregon, WI, with his wife and two children, and enjoys watching his kids sporting events.
AZ, CA, CO, FL, GA, IA, IL, IN, KS, MD, ME, MN, MO, NC, NM, NY, OH, SD, TN, TX, WA, WI
Bill joined The Burish Group as a Financial Advisor in early 2011. Prior to joining the firm, Bill had an extensive career in the retail automobile business. For more than 30 years, Bill ran a large multi-dealership organization. He graduated with a Bachelor of Science from the University of Wisconsin-Madison. Bill’s responsibilities include financial and retirement planning and strategies for private clients. In his free time, Bill enjoys aviation, skiing, automobiles and spending time with his wife and three sons.
AZ, CA, CO, DC, FL, GA, IA, IL, MI, MN, MO, NJ, NY, OR, PA, WI
As a Financial Advisor at The Burish Group, Judi leads the Financial Planning team and provides holistic wealth management advice to ultra-high worth clients; helping to coordinate their investment, wealth transfer and philanthropic goals. She also reviews clients’ estate planning documents to ensure they accurately reflect the family’s philosophy, needs and objectives. Judi joined UBS Wealth Management in 2004, in her most recent role she was a Senior Wealth Strategist with the Advanced Planning group. In that role she provided strategic planning advice and education to the firm's wealthiest clients. Prior to joining UBS, Judi was an Account Manager with the Ayco Company, L.P. (a Goldman Sachs Company). At Ayco, she provided comprehensive financial planning services to senior executives of Fortune 500 companies.
Judi received a B.S., summa cum laude, from University at Albany and her J.D., cum laude, from Albany Law School of Union University. She is a member of the New York Bar, a Certified Financial PlannerTM professional and a Chartered Financial Consultant®.
Judi serves on Agrace's Planned Giving Advisory Committee, and is a member of the Agrace Foundation Board and The Madison Club Foundation Board.
IA, IL, WI
Jon has been with UBS since 2009 as a Senior Vice President and Portfolio Manager engaged in private practice prior to joining The Burish Group in 2017. His experience in the industry, beginning in 1989, offers an ideal foundation to support the holistic wealth management approach for his clients.
Jon is a member of the Chartered Market Technicians (CMT) Association and the Wisconsin Alumni Association. He received a Bachelor of Science in economics from the University of Wisconsin-Madison, where he also played on the Wisconsin Badgers football team.
Outside the office, Jon enjoys spending time with his daughters, Olivia and Stella, and the challenges of golf.
Jon is FINRA Series 3, 7, 63, 65, 9 and 10 registered
AZ, CA, CO, FL, GA, IA, IL, MA, MD, ME, MN, NC, SD, TX, UT, WI
As a Financial Advisor with The Burish Group, Ross shares a dedicated interest in your success, trust, and security. His blended background provides a wealth of experience and a multitude of skills, both analytical and interpersonal, all enhancing the quality of service delivered to clients.
Ross began his career in finance as an analyst at a hedge fund. Upon deciding to pursue a specialization in Wealth Management as an advisor, Ross furthered his education and became the first graduate from The University of Wisconsin Wealth Management and Financial Planning Program, and subsequently obtained his CERTIFIED FINANCIAL PLANNER™ professional designation. Ross started building his practice at Robert W. Baird & Co., Inc. before joining The Burish Group of UBS in 2017 as a Financial Advisor.
Ross's belief in a holistic financial planning approach is integral to his relationships with clients. While investment performance is important, comprehensive wealth management and advice includes personal and financial goals, asset protection, risk management, legacy planning, and philanthropic goals; his approach, subject-knowledge, and personality, is a natural fit with The Burish Group and our clients.
As a fellow Badger, born and raised in Wisconsin, time away from the office is usually spent outdoors. At a young age he started competitively playing soccer which helped lead to his high school team's first division 1 state championship and collegiately to an elite 8 finish in the NCAA tournament. Today he continues to play as time affords, but enjoys most of his time away from the office with his wife, Emily.
AZ, CA, CO, FL, GA, IL, MD, MI, MN, MO, NC, NH, NY, TN, TX, WA, WI
As a Financial Advisor at The Burish Group, Tasha uses a client-centric approach to deliver results and build strong, long-term relationships. She helps clients simplify their financial lives by discovering their unique concerns and working in partnership to create custom strategies to resolve them.
In her previous career in social work, Tasha focused on developing support plans to help her clients position themselves into a stronger financial future, an ideal foundation for her career as a financial advisor. Tasha is FINRA Series 7 and 66 registered and has her life, health, long term care and annuity licenses.
Tasha is an outgoing person who enjoys staying active, a trait she shares with her twin daughters. A former college athlete playing on the Division 1 soccer team at the University of Wisconsin-Milwaukee, she has also enjoyed coaching soccer at the high school level and currently is the captain of her USTA tennis team. In her free time, Tasha, her husband Mike, and their daughters enjoy spending time in Northern Wisconsin as well as boating on the Madison lakes.
AL, AZ, CA, CO, FL, IL, MA, ME, MN, MT, NC, NM, PA, SC, TX, WA, WI
Michael G. Bell, CFP®, ChFC®
Michael joined The Burish Group in 2018 and has been serving clients in the financial services industry for over 22 years. He has been an Account Vice President with UBS Financial Services, Inc. since 2003 and received his B.S. in Economics from the University of Wisconsin-Madison. He is a CFP® practitioner, having been awarded the Certified Financial Planner™ mark from the Certified Financial Planner Board of Standards, Inc. and has also earned the Chartered Financial Consultant (ChFC®) designation from The American College, Bryn Mawr, Pennsylvania. He resides in Madison, Wisconsin with his wife Anne Marie, and four children. Outside of work and family, his interests revolve around his children's activities and include coaching youth soccer.
AZ, CA, CO, FL, GA, IA, IL, IN, MD, MI, MN, OR, VA, WA, WI
Bradley has been in the financial services industry for 25 years in various capacities, working with both individuals and, for over a decade, with some of the most prominent portfolio managers around the country. In 2010, he joined UBS as a Financial Advisor. Brad has a passion for studying the markets and using his knowledge to help individuals and families achieve their financial goals. He holds a Bachelor of Science in Economics from the University of Wisconsin-Madison. In his free time, Brad enjoys family time, fitness, live music and travel. He and his wife and two children are long-time Shorewood, WI residents.
AZ, CA, CO, FL, IA, ID, IL, KY, MA, MI, MN, MT, NC, WA, WI, WY
Greg has been a Financial Advisor since 1991, having spent 15 years at Piper Jaffray, where he was a member of the exclusive VIP Council before joining UBS Financial Services in 2006. With extensive experience in portfolio management, his focus is on risk-adjusted rates of returns for high net worth individuals as well as small-midsize corporations. He received a Bachelor of Science from the University of Wisconsin-La Crosse majoring in both finance and economics. Greg also studied international finance in Edinburgh, Scotland. Greg is very involved in the Midwest's collector car market and lives on Milwaukee's East Side with his wife, Laura, and two daughters, Sophia and Scarlett. He enjoys fitness training and traveling.
AZ, CA, DE, FL, GA, IL, ME, MI, MN, NC, NJ, NY, OH, TN, TX, UT, WI
Bob has been a Financial Advisor since 1996, having spent over 13 years at Merrill Lynch before joining UBS. Bob has experience in investments and portfolio construction, serving a wide variety of clients. He received a Bachelor of Science from the University of Wisconsin–Milwaukee in business administration.
AK, CA, CO, FL, GA, IL, IN, KY, MI, NC, NV, NY, VA, WI
Thomas B. "Tom" Kret, CRPS®, CIMA®
Tom is a Senior Retirement Plan Consultant with more than 30 years of experience working with ERISA Retirement Plans. Tom focuses on optimizing their plan design in order to achieve superior retirement outcomes for their participants. He is a also Certified Investment Management Analyst® (CIMA®), a Chartered Retirement Plan SpecialistTM professional as well as an Accredited Investment Fiduciary® designee.
Tom is part of a select group of approximately 95 Financial Advisors authorized by UBS to provide institutional consulting services. He has been an Institutional consultant since 1987. He was recognized as a 2015 Financial Times Top 401 Retirement Advisor.
Tom received his Bachelor of Science in finance from Western Illinois University, Macomb, IL, and his Master of Business Administration in international finance from the Thunderbird School of Global Management, Glendale, AZ. In his free time, Tom enjoys golf, boating and is an avid snow skier.
AZ, FL, IL, IN, MA, NH, NM, NY, OR, TN, TX, UT, WA, WI
Robert, Senior Vice President–Wealth Management, began his career as a Financial Advisor in 1984 and over the past 30+ years has helped clients attain their financial goals through all market conditions. He attributes the group’s success to a disciplined, time-tested investment approach and a commitment to building a close relationship with each client. Robert joined UBS in 2008 after more than 20 years of service at Smith Barney. He earned an M.B.A. in finance from Loyola University and a B.A. from Northwestern University.
CA, CO, DC, DE, FL, GA, IA, IL, IN, LA, MI, MN, MS, NM, NV, NY, OR, PA, RI, SC, TX, VA, VT, WI
Morton A. "Mort" Hart
Before joining UBS, Mort worked as a Financial Advisor at New England Financial. Mort provides financial advice relating to portfolio management and retirement planning to individuals, families and businesses. Mort earned a B.A. in economics from the University of Illinois at Chicago. He was born, raised and resides in Chicago.
CA, CO, DC, DE, FL, GA, IA, IL, IN, LA, MI, MN, MS, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WI
Working in the finance industry for over 27 years, Laurie is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, she is qualified to provide highly personalized wealth management services to her clients. Laurie offers a customized, holistic approach to wealth management, calling upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.
Laurie received her bachelor’s degree from the University of Illinois in Champaign, IL, and has also earned the Certified Financial PlannerTM certification from the College for Financial Planning. She holds the Series 7 and 65 securities licenses, as well as life/long-term care insurance licenses. Laurie is a member of the Divorce Financial Analysts and the Chicago Estate Planning Council. She has appeared in a number of online and television financial programs and was named the 2017 Woman of Influence by The Chicago Business Journal for having a significant impact on her community and beyond.
Outside the office, Laurie supports a number of local community organizations. She is a member of the Professional Women’s Club of Chicago, a participant in the Avon 3-day Breast Cancer Program and co-chair of the Alzheimer’s Memory Walk. Laurie and her husband, Mark, have two sons and one daughter and live in Chicago.
AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, MA, MI, MN, MO, NJ, NM, NY, OH, SC, TN, TX, WA, WI
With over 13 years of experience in the financial industry, Earl joined The Burish Group in 2012. Earl works closely with the advisors and team to provide make the investment process as smooth as possible all while building relationships with clients by anticipating their needs, solving problems, and delivering exceptional service.
Earl studied at the University of Wisconsin-Madison and holds not only his Series 7 and 66 securities certifications, but also his Chartered Retirement Planning Counselor® designation. Earl lives in Verona with his wife Gina and three children: Colin, Erin and Eli. Outside of the office Earl is active in his community and enjoys spending time with his family and friends.
AZ, CA, FL, GA, IA, ID, IL, MI, MN, OK, SC, TX, WI, WY
Anne has been working in the finance industry for 20 years and joined The Burish Group in 2010 as a Senior Registered Client Service Associate. Anne started her career working for MetLife/New England Securities from 1999-2010, holding positions as Financial Advisor and Operation Manager. As a result, she is well qualified to support Andy Burish directly in achieving both the goals of The Burish Group and the individual client. She is also extremely dedicated to creating a positive client experience. Outside of work Anne enjoys snowmobiling, gardening and volunteering. She is currently volunteering as a Secure Futures Volunteer Instructor teaching high school kids basic life finance skills such as checking, budgeting and credit. Anne attended the University of Wisconsin – Madison and holds the Series 6, 63, 65, 7 and 24 licenses.
AR, AZ, CA, FL, IA, IL, MN, NE, NJ, SD, WI
AZ, CA, CO, FL, GA, IL, IN, MI, MN, NJ, NY, OR, PA, VA, WI
Bruce joined The Burish Group in 2018 with over 32 years experience in the financial services industry and has been with UBS Financial Services, Inc. since 2003. He graduated with high honors from Olivet Nazarene University with a Bachelor of Arts degree and obtained his law degree (Juris Doctor) from the University of Illinois. After practicing law, and later serving as Vice President and Regional Manager for a major trust company, Bruce turned his energies to forming the Mitten Bell Group to give individuals and businesses the level of service and financial strategies he felt they deserved. He is a CFP® practitioner, having been awarded the Certified Financial Planner™ mark from the Certified Financial Planner Board of Standards, Inc. He and his wife, Karen, reside in Madison, Wisconsin and are the parents of three sons.
Having joined The Burish Group as a Financial Advisor in 2004, Adam currently serves as Senior Wealth Strategy Associate with a focus on financial planning. Adam is responsible for developing long-term comprehensive financial plans and wealth management strategies for individual clients. In addition, he also has extensive experience working with employer retirement plans for the committee level as well as working one on one with participants to enhance their retirement outcome.
Adam graduated with a Bachelor of Science from the University of Wisconsin-LaCrosse and also holds the highly accredited Certified Financial Planner™ certification. He is active in nonprofits throughout the community and when he isn’t working on an in-depth financial plan for a client, you may find him on or near the water as an active member of Mad-City Water Ski Team. In addition, he is a three-time member of the USA Water Ski Show Team. Adam resides in Mount Horeb with his wife and three young children.
AL, CA, FL, IL, TX, WI
Emma joined The Burish Group in 2006 as an intern and became a full time staff member in 2008. Currently, as Senior Wealth Strategy Associate, Emma collaborates with the planning team to incorporate a financial plan as part of our holistic wealth management process. She graduated from the University of Wisconsin-Madison with a Bachelor of Science in finance and accounting. Emma holds both the Certified Financial Planner™ certification and Chartered Retirement Plans SpecialistSM designation.
AZ, CA, FL, IL, MN, WI
Jen has been working in the finance and banking industry since 2002, joining The Burish Group in 2005 as a Senior Registered Client Service Associate. Jen delivers exemplary client service with an impeccable attention to detail and enthusiasm for exceeding clients' expectations. She works closely with the team to respond to client service requests swiftly and accurately.
Jen received her Bachelor of Science from Northern Illinois University. She holds the Series 7 and Series 66 security licenses.
Outside of work it might be difficult to find Jen without a book in her hand, but she also does love to spend time with her niece and nephew as well as attend concerts with her husband. She also likes to practice yoga as much as she can.
CA, FL, IL, MD, MN, WI
Stephanie joined The Burish Group as a Client Service Associate in 2010. Stephanie works closely with the Financial Advisors, service team and clients to make sure clients have a smooth and successful investment process. Although she is very knowledgeable and experienced in many aspects of financial services, Stephanie enjoys developing and maintaining relationships with clients more than any other aspect of her work.
Stephanie received a B.B.A. in finance from UW-Whitewater where she studied finance and accounting. If she is not traveling you may see Stephanie on a waterski, snowmobile or competing in a triathlon. She is also active in the community through her volunteer work at Habitat for Humanity.
Prior to beginning her career at UBS, Melissa was a retirement plan supervisor at Prudential where she obtained an array of knowledge about the financial services industry with an emphasis on retirement. While at Prudential she obtained her Series 6 and 63 licenses and as a registered client service associate at UBS, Melissa handles a portion of the administrative duties for team. Since joining UBS in March of 2015 she has acquired her Series 7 and 66 securities licenses.
Melissa currently resides in Madison, WI and is currently involved in volunteer projects and she enjoys playing volleyball and spending time outdoors.
CA, FL, IL, MN, NE, NJ, NV, NY, WA, WI
Kara Deans started at UBS in 1993 and joined The Burish Group in 2003. She graduated from Madison College with an Associate Degree in Finance. Kara plays an incredibly important role on our team. She is responsible for all of our clients' Required Minimum Distributions (RMD) on IRA accounts and all recurring funds distributions that occur each month.
Kara has four children and owns and operates a 220 cow dairy farm with her husband, Dan, and her son Damian. The operation has four Lely robots for milking and Kara cares for 36-48 calves twice daily.
One of the more tenured team members, Tim joined The Burish Group in 1999. Tim's primary responsibility is to lead the portfolio management team, focusing on capital markets, market trends, asset allocation, and portfolio design. He is also responsible for creating and managing customized investment portfolios to reflect a client's unique needs, time horizons, and priorities, including cash flow needs, wealth transfer, estate and tax planning.
While studying business finance, marketing and management at Edgewood College, Tim interned at The Burish Group and now supervises and educates the current intern team. His certifications include Certified Investment Management Analyst® and Certified Financial Planner. A lifelong learner, Tim is currently pursuing his Chartered Financial Analyst designation.
Tim lives with his wife and two children in Oregon, WI. He enjoys coaching kids sports and rooting for the Packers, Brewers and Bucks. He also enjoys playing golf in his spare time.
AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MS, NC, NY, OH, PR, SD, WI
Ryan joined The Burish Group in 2010 as a Wealth Strategy Associate. Ryan is an integral part of the analytics team, making portfolio recommendations based on the individual client's needs while maintaining and monitoring the risk level for each portfolio. He also performs research on a variety of assets, including alternative investments, exchange traded funds, mutual funds, stocks and bonds. Additionally he is responsible for monitoring performance and executing trades within client accounts.
Ryan received his BBA with a double major in Economics and Finance from UW Eau Claire. He also has his Series 66 and 7 registrations.
Ryan enjoys visiting his family in Wausau, is active in volunteering and enjoys spending time with his cat, Sushi.
AZ, FL, IL, MN, NY, SD, WI
Hans worked as an intern for The Burish Group prior to graduating from Purdue with a degree in Engineering with a minor in Finance. Post-graduation, Hans secured a position with Schlumberger in Houston, TX, as a Procurement Specialist. While Hans enjoyed his position, he wanted to return to WI to be closer to family. Hans joined our team in April of 2018 as a Client Service Associate and recently passed his Series 7 examination.
Hans enjoys all sports and follows all Wisconsin teams; he does have a conflict of interest when the Badgers play his Boilermakers. He looks forward to spending more time Up North at his family cabin snowmobiling, ATVing, or relaxing on the lake.
AZ, FL, IL, MN, NY, SD, WI
Naomi joined UBS |The Burish Group as a Client Service Associate in 2011 after a several year hiatus to raise her four children. After attending the University of Wisconsin-Madison, Naomi started her career at UW Credit Union where she ultimately became an Assistant VP of Personnel and Training. After 10 years at UW Credit Union she moved to California where she held positions at Wells Fargo as an Assistant VP Branch Manager and Corporate Trainer for an additional eight years.
After putting her career on hold to raise her kids, she was able to return to work when her family moved back to Wisconsin 23 years later. Her wealth of experience and knowledge in the banking and finance along with her exceptional service skills have made her the perfect "face" of The Burish Group. Naomi takes great pride in developing and maintaining meaningful relationships with our clients and strives to help guide the team in making the client experience as smooth as possible.
Naomi and her husband look forward to empty-nesting in 2019 when their youngest two children go off to college. Although she enjoyed the opportunity to be a stay at home mom, she is excited for their future and plans to keep busy by continuing to volunteer in her church and community as well as pursing new hobbies.
With over 18 years at The Burish Group, Ben has extensive experience aligning portfolios with client goals, risk tolerance, time horizon, and cash flow needs through various market conditions. Playing an integral role on the analytics team, his responsibilities also include asset allocation research, stock/fund research, performance analysis, trading and investment proposals.
Ben started his education at UW-Whitewater with a B.B.A. in finance and has also achieved the distinguished certifications of Certified Investment Management Analyst® from the University of California, Berkeley and Certified Portfolio Manager from Columbia University.
Ben lives in Cottage Grove with his with wife Ashley and their two children. In his spare time Ben can be found spending time with his family, watching his kid's sporting events and playing golf.
AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NY, OH, PR, WI
Ivy began her career at UBS in 2002 as an intern with The Burish Group. She joined UBS full-time in 2006 working at Corporate Headquarters as a Compliance Examiner, and returned to The Burish Group in 2011 as a full-time Senior Client Service Associate. Within the group, Ivy currently serves as a member of the business and administration team as well as travel coordinator for the office.
Ivy has a BA from the University of Wisconsin–Madison and holds her Series 7 securities license.
Along with other UBS team members, Ivy enjoys volunteering with the Habitat for Humanity as well as hiking, photography, and travel.
Steve began working for The Burish Group in 2006 as an intern. He currently manages all things data/database and IT related issues for the entire team. In addition, he assists Carson with the marketing strategy and events as well as assists Ben with the team's strategic and tactical objectives. Steve holds a bachelor of science degree from Edgewood College in finance and marketing. He also has his Series 7 and 66 security licenses.
Steve lives in Lodi, WI with his wife and two children. He enjoys spending time with his family, watching all Wisconsin sports, and playing basketball or golf in his free time.
As Team Marketing Manager, Carson is responsible for overseeing the planning, development and execution of the organization's strategic marketing and advertising initiatives to drive new business development. In addition, she helps manage and operate The Burish Group Partner Network - a network of strategic partnerships with other UBS Advisors and Teams in the greater Milwaukee and Chicago areas.
Carson recently received her Master of Business Administration with an emphasis in marketing from the University of Wisconsin-Whitewater. She joined The Burish Group in 2014 after graduating from Edgewood College (Madison, WI) with a Bachelor of Science in business management. She is passionate about giving back to the community and has gratefully served on Clean Lakes Alliance Friends of Clean Lakes Board, as well as LINC, a young professional board for United Way of Dane County. Currently, Carson serves on YPAC (Young Professional Advisory Council) for The First Tee of South Central Wisconsin and chairs the marketing committee. In her free time, she enjoys golf, traveling, and live music.
Katie joined The Burish Group in October 2019 to assist the marketing team. Prior to joining our team, Katie was a marketing intern at Eppstein Uhen Architects.
In 2018, she graduated from the University of Wisconsin-Madison, where she earned her bachelor’s degree in personal finance with a focus in financial planning. As a student, Katie was involved in intramural volleyball and the financial occupations club for university students.
Katie is a native of Brookfield, WI and has lived in Madison, WI since she first began attending university in 2014. In her free time, she enjoys cooking, traveling, and spending time with family and friends.
Mandy joined The Burish Group as an Event Specialist in 2018 after taking time off to raise her two children. Mandy brings her event expertise to the team after having spent time part of her career as an Event Coordinator at the Monona Terrace Community and Convention Center. As an Event Coordinator, she planned a variety of events including meetings, conventions, trade shows and special events. Before the Monona Terrace, she worked in hotel management with The North Central Group in Madison. She continues to work for IRONMAN Wisconsin, coordinating volunteer efforts for both Wisconsin races. Mandy graduated from the University of Wisconsin – Stout with a B.S. in Hospitality and Tourism Management.
Mandy resides in Sun Prairie with her husband Tim and two daughters. Outside of work and family, her interests revolve around being active. She is an avid runner and enjoys the sport of triathlon.
Becky joined UBS in September of 2018 as a Client Service Associate. She brings over 20 years of experience in the financial services industry beginning in New York City at Instinet Corporation overseeing the commission management team and working closely with institutional clients. Becky then switched focus, pursuing her passion to work directly with individuals as a registered client service associate at H&R Block Financial Advisors and more recently as a Para planner at DE Hollander & Janse Financial Group in South Carolina. While there, she earned the Financial Para planner Qualified Professional designation.
Becky graduated from the State University of New York, earning a Business Economics degree. She currently resides in Waunakee, WI. She looks forward to future opportunities to connect with her new community, formerly serving as a volunteer and board member at the Make A Wish Foundation in South Carolina. She enjoys cycling, hiking, travel and spending time with her husband, son and extended family.