As a Senior Vice President - Wealth Management at UBS, who has been in the same office for almost three decades, Robert and his team have been able to earn their clients' trust all while being in the same building for almost 30 years.  In addition to the significant experience that he has gained over the years as a financial advisor, he was selected to apply and study to become a Wealth Advisor at UBS.  Through this very selective process, he was also required to complete a rigorous curriculum tailored to address unique and complex client needs by using a comprehensive array of wealth management services and solutions.  Legacy planning, portfolio management, complex financial and estate planning, are all important areas of clients' financial lives that, as a Wealth Advisor, he specializes.  Prior to joining the firm, Robert was a Municipal Credit Analyst for the Municipal Advisory Council of Texas. 

Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, IL, IN, KY, MA, MI, MO, MT, NC, NJ, NM, NY, OH, OR, PA, TN, TX, VA, WA

Paul is CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Plans Specialist® as well as an NFLPA Registered Player Financial Advisor.  He provides a unique holistic and comprehensive planning-based perspective to clients to assist them with their complex portfolio management and legacy planning needs.  Paul has 13 years of experience and previously worked at Merrill Lynch.  He earned his bachelors degree in finance from The University of Akron where he currently serves on The National Alumni Board. 

He is married to Nicole and they have a baby daughter and they love spending time together as a family.  They enjoy being outdoors, staying active and traveling to new places together.  Paul is an avid sports fan and also is an automotive enthusiast.   

Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, IL, IN, KY, MA, MI, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, TN, TX, VA, WA, WI

Kyle is a Senior Wealth Strategy Associate who has been in the Financial Services industry for nearly a decade. He is fully registered holding his Series 7, Series 66, Series 9, and Series 10 securities licenses. Kyle has a wide range of experience including operations, supervision, trading, margin, and risk. Additionally, he held various management roles such as Operations Manager and, most recently, Supervisory Officer where he was responsible for supervisory duties and business risk management for multiple UBS branches including Austin, Texas.

Outside the office Kyle enjoys seeking adventure and engaging in hobbies such as motorsports, cooking, camping, and traveling as much as possible with his wife, Kallie.

Registered States:
AL, AR, AZ, CA, CO, CT, DE, FL, IL, IN, KY, LA, MA, MI, MO, MT, NC, NJ, NM, NY, OH, OK, OR, PA, TN, TX, VA, WA

Cindy is a Client Service Associate who has been in the Financial Services industry for nearly four years. Cindy has a wide range of experience including working as an Operations Manager for a Home Health Company, where she worked for nearly a decade. Cindy has a Master's degree in Criminal Justice from Texas State University and Bachelor's degree in Psychology from University of Texas at Austin.

Cindy is married to Kris and they have two kids, a son and a daughter. They love spending time together as a family and finding new adventures. Cindy and Kris love going to UT football games, spending time outdoors with the kids, and traveling to new places.

Amy McDonald joined UBS in early 2014.  Upon graduating in 1991 from The Ohio State University with a B.S. in Business Administration with a concentration in Marketing, she began her financial services career with McDonald and Company Investments and continued working for a mutual fund wholesaler.  Amy primarily handles the planning and organizing client events and communication, as well as assisting our financial advisors and clients with administrative needs and financial reports.  Amy serves as the Cleveland Chapter Chairperson for The Karen Wellington Foundation for LIVING with Breast Cancer, a foundation that honors women and their families living with breast cancer with vacations and other FUN-only activities.