Business Background An industry veteran since 1984, Willie is the founder and senior member of Grové Parks hegarty Wealth Advisors. He is a Managing Director for UBS, a title reserved for a handful of business leaders around the globe. As one of UBS’s exclusive Wealth Advisors, Willie has completed comprehensive training in financial planning, asset management, and wealth transfer strategies. Willie is a UBS Chairman’s Council and Chairman’s Circle member, a designation reserved for the firm’s most accomplished Financial Advisors.

Recognition
Willie’s care of his team’s clients, and his philosophy of “The Client’s Interest Always Comes First” has earned him important nationwide industry recognition, including:

• 1 of 10 Outstanding Brokers in America, May 1997 by Registered Rep. magazine
• 1 of America’s Top 50 Advisors, September 2004 by Registered Rep. magazine
• 1 of Barron’s Best 100 Brokers, June 2005 by Barron’s
• Barron’s Top 1,000 in America, 2009 – 2013 by Barron’s

Credentials
BA degree from the University of Johannesburg, South Africa (1971). Attended the University of South Africa graduate business program. FINRA Registered General Securities Representative (Series 7), General Securities Sales Supervisor (Series 8) License, Registered Investment Advisor Licenses, and Life, Variable Annuity and Long Term Care Insurance licenses. The Wharton School of Finance Branch Management Institute (1992). The UBS Wealth Advisor designation (2009), and the American College for Financial Services’ CAP® (Chartered Advisor in Philanthropy®) designation (2015). Member of the International Association of Advisors in Philanthropy (AIP).

Personal
Willie is an avid outdoorsman who loves scuba diving, sailing, and biking. He has led safaris to Africa, summited Kilimanjaro, and reached Everest Base Camp, and has published a large format coffee table book on these two adventures.

For a complete listing of accomplishments and community involvement please view Willie’s bio

Registered States:
AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, ME, MI, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Colin is about people and getting to the heart of the matter. He has been a part of Grové Parks Hegarty Wealth Advisors since 1996 and attributes much of his success to the fact that he enjoys getting to know his clients on a deeper level while helping them meet their financial goals.

Colin advises our clients, who are primarily professionals and business owners nearing retirement. He also assists individuals who have experienced a significant life event such as sale of a business, a loss of a spouse or a divorce situation.

A native of Cleveland, Ohio, Colin earned his B.A. in business from Bowling Green State University. He also holds the Series 6, 7, 63 and 65 securities licenses, as well as life, health, and long-term care insurance licenses. Colin is a graduate of the College of Financial Planning’s Professional Educational Program and has also earned the Certified Financial PlannerTM designation, which attests to his dedication to enhancing his knowledge in wealth planning strategies to better serve his clients.

Colin is actively involved in his church and community. In his free time, Colin enjoys playing golf and participating in local triathlons. Colin and his wife, Karol, reside in Marysville, Ohio with their two children, Natalie and Connor.

Registered States:
AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, ME, MI, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Derek embarked on his career as a Financial Advisor with a genuine desire to help people succeed in reaching their financial goals. He began his path with Grové Parks Hegarty Wealth Advisors in 2000, which coincided with the beginning of one of the most difficult times in economic history. His experience working with clients through these difficult times has helped formulate the risk management process used today.

Derek plans each client’s wealth management strategy around their unique goals and circumstances. The financial plan and estate plan are at the core of each relationship. He is a graduate of The Ohio State University Fisher College of Business with a B.A. in business administration majoring in finance. He holds his General Securities license (Series 7) and Registered Investment Advisor license (Series 65) as well as life, health and long-term care insurance licenses. Derek has also earned the Certified Financial PlannerTM designation, which attests to his dedication to enhancing his knowledge in wealth planning strategies to better serve his clients.

Derek’s proudest accomplishment is his family. He married his college sweetheart, Hillarie, in 2004, and they now reside in Dublin, OH. They love spending time with their energetic son, Luke, and their playful daughter, Lily. He believes in giving back to his community, especially toward children and young adults. He is a past executive council member of Nationwide Children’s Hospital Development Board, as well as a board member and mentorship leader with Phi Kappa Psi Fraternity.

Registered States:
AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, ME, MI, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Curtis graduated from the The Ohio State University Fisher College of Business in the spring of 2014. He was an intern on our team from April 2012 until May, 2014 when he joined Grové Parks Hegarty Wealth Advisors full time.

Curtis holds the Certified Investment Management Analyst® designation, administered by Investments & Wealth Institute™ and taught in conjunction with The Yale School of Management. He also holds the Series 7 General Securities license, Series 66, life, variable, accident and health insurance licenses.

Curtis is responsible for working directly with the financial advisors to prepare for client review meetings including portfolio analysis and updating financial plans. He also supports the team’s investment analysis along with day-to-day operations.

Curtis enjoys staying active outdoors, playing golf and basketball. A native of Canal Winchester, he resides in Hilliard, Ohio.

Registered States:
AZ, CA, CO, FL, GA, IL, IN, MA, ME, MI, NC, NE, NV, NY, OH, PA, SC, TX

Suzy has enjoyed serving Grové Parks Hegarty Wealth Advisors clients since 1998. Her dedication to our clients throughout her career has created a solid imprint on many of the client relationships that have grown with our team. She enjoys detail oriented work and thrives on researching, investigating and solving problems for the clients she serves.

A native from Lima, Ohio, Suzy is a graduate from Capital University and earned a Masters of Arts from The Ohio State University. She holds the Series 7 Securities license as well as the Ohio Life Insurance and Variable Annuity licenses. She is also a diligent member of the UBS Office Advisory and Charitable Advisory Committees.

Suzy sings professionally in Columbus and is very involved in her church activities. She is a member of the Senior Adult and Music Planning Committees as well as church choir. Suzy, her husband, Adam, and her daughter, Emily, enjoy living in Dublin, Ohio.

Registered States:
OH

Krista attended Concord University in Athens, West Virginia and studied broadcast communications. She has over 24 years of experience in the financial services industry. Krista brings with her a wealth of extensive knowledge in the financial operations department. She has been with UBS since 2010, and is currently pursuing her Series 7 General Securities license. Krista’s focus is aligned with our team’s mission in providing our clients the highest level of service to meet their needs.

Krista enjoys spending time with her family and friends. Outside the office Krista enjoys many outdoor activities. She is also an avid reader with a keen sense of current events. Krista and her husband, Jerry, reside in Westerville with their daughter.

Jodi brings over 22 years of experience in the financial services industry. She joined our service team in 2013 as a Senior Client Service Associate and is responsible for coordinating client meetings, implementing the team’s marketing strategy and overseeing major client events such as Zoofari, National Philanthropy Day and many other local community sponsored events. She handles internal business operations and compliance responsibilities. Jodi holds the Series 7 General Securities license, life, variable, accident and health insurance licenses.

Jodi and her husband, Keith, are the parents of four active boys. She spends most of her free time with family, friends, volunteering at her childrens’ schools, sits on the OLPAA board and attends multiple sporting events.

Registered States:
OH