As the 2nd generation in a multi-generational business, you have the advantages of experience, trust and longevity; however, along with this comes the responsibility to honor the past but adapt to the future. Our commitments and experience run deeper than the average advisors. We have had the honor of being with our clients and their families through “thick and thin”…through, births, graduations, weddings, retirements and, unfortunately, deaths as well. Long-term means something a little more to us. David graduated from Tulane University in 1990. He joined George in the business in 1994. He is a Senior Portfolio Manager and is responsible for the team’s PMP Investment Platform. David & Jayna have been married since 1993 and have 3 children Ava, Eli, and Evan. They live in Upper Arlington with lots of dogs and entertain often because David, being from New Orleans, loves to eat and cook. Jayna is a RN and splits time between the hematology/oncology floor at Nationwide Children’s and the ‘school nurse” at Greensview Elementary.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WV

Cathy's focus has been helping clients plan for tomorrow but LIVE for today – "life, and investing, is all about balance and creating a legacy beyond finances". As one of the earliest members of this team, and now as a partner, Cathy has been instrumental in the evolution from brokerage to advisory & planning services. Completing the rigorous Certified Financial Planner ^TM designation in 1986 was key to her commitment to "Advice.  Beyond Investing".  She has assisted multiple generations  discover their 'why', get organized and navigate through a myriad of life transitions and market cycles to reach goals that are personally meaningful.  After 35 adventurous years with her husband Mike, Cathy became a 'widow in transition' herself in 2017.  This experience has deepened her desire to help others through transitions and the planning process.   Cathy enjoys biking – riding in her 1^st 55 mile Pelotonia in 2018, long walks with her two 'Rottadors' (Rottweiler/ Labrador mix), spending time with her son Michael who also lives in Columbus, relaxing on the patio with friends and is planning to pick up traveling where she and Mike left off.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WV

Kim began her career in 1999 at the beginning of what could be described as one of the equity market's most tumultuous decades since the Great Depression.  Over the past two decades, she has helped clients manage their wealth through good times and bad.  Kim joined the team in January 2013. Kim's investing philosophy is based on her athletic passion for long-distance events: set the goal, then create a plan to make sure you accomplish that goal.  As new obstacles present themselves, as they often do, make the necessary adjustments that will keep you on track and focused toward your ultimate plan. Kim resides in Powell with her husband, Pete; daughter, Samantha; and two Weimaraners.  When she and her family are not doing some sort of outdoor sport, Kim likes to volunteer for various organizations.  Currently she is serving as VP of the Dublin Women's Philanthropic Club as well as serving on the Women's Health Steering Committee for Ohio Health Foundation – Dublin Methodist Hospital. Kim is a graduate of Capital University and served in multiple capacities on their Alumni Board and Planned Giving Committee for many years.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WV

Shea started working with his father in August 2011. He earned the elite Certified Financial Planner® designation in 2012 and was honored as a portfolio manager in UBS Portfolio Management discretionary investment program. His areas of focus include portfolio management, financial planning, and client support. Before joining UBS, he spent six years in the financial services industry consulting financial advisors on various investment products. He also spent three years managing 401(k) plans for Fortune 500 companies. He received both his B.S. and MBA in Accounting from DePaul University in Chicago. Outside of UBS, Shea enjoys spending time with his wife Jodi and their two children, Catherine and Liam. When time permits he enjoys traveling, walking Rosita, the family dog in nearby Park of Roses and reading.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WV

John "Jack" Marmion started in the securities business more than 30 years ago after a 15 year career with an international textile company. Jack uses his extensive experience to provide clients with reliable investment advice and portfolio management. He is among the firm’s select Financial Advisors entrusted to manage portfolios with discretion through the UBS Portfolio Management Program. He is one of the few advisors who has earned the elite title of "Senior Portfolio Manager".  He graduated from Canisius College in Buffalo, New York and continued to Rensselaer Polytechnic Institute for his MBA. Outside of UBS, Jack enjoys spending time with his wife Johanna at their condo in Arizona. He and his wife reside in Dublin.

Registered States:
AZ, CO, CT, FL, GA, ME, MI, MT, NC, NJ, NV, NY, OH, SC, VA, WV

George has been serving client's financial interests since 1967 when Woody Hayes was still head coach of The Ohio State University! He remembers celebrations when the Dow hit 1000 (1972, 1976 and 1982). After earning a B.S. degree from The Ohio State University, a M.S. from Cornell University and serving two years in the U.S. Army as an infantry officer, George spent the first 38 years of his investment career at one firm; developing relationships with clients, their families. He has since been representing UBS Financial Services Inc. George is an active member of The Kiwanis Club of Columbus and a past president, the Columbus Club, the Athletic Club of Columbus, and the Scioto Country Club. George & his wife Cookie enjoy traveling, entertaining friends and relaxing in their Hilton Head SC home.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NM, NY, OH, PA, SC, TX, VA, WA, WV

Margaret (Peggy) joined the world of Financial Services in 1981. During her career she has managed virtually every area of operations in the industry, both behind the scenes and with clients. She takes great pride in her work and truly enjoys making every client her top priority. She spent 5 years between Chicago and Buffalo before her return to Columbus in 1993.  As a child, Peggy grew up 1 ½ blocks from the Reading Railroad and, in true Monopoly style, "took a ride on the Reading" many times with her grandfather, who worked and retired from there.  With her four sons grown, Peggy uses her free time to paint ceramics, do crafts and try to visit her 10 grandchildren who live in Ohio, California, Montana and Florida.

Peggy lives in the country south of Columbus.  With her four sons grown, Peggy uses her free time to paint ceramics, do crafts and try to visit her 10 grandchildren who live in Ohio, California, Montana and Florida.  She also enjoys her favorite vacation….cruising in the Caribbean.

Registered States:
AZ, CO, FL, IL, IN, MA, MI, NC, NM, NY, OH, SC

In 2013 Jaede joined UBS as an intern while attending The Ohio State University. Initially she was studying to become a nurse but realized that was not for her. Upon graduating from The Ohio State University she started working at UBS full time as a Client Service Associate. In 2016 she joined the Ruff-D'Herete Partners. She was born in Marion, Ohio, and grew up near Lima, OH. She attended Shawnee High School where she was a member of the Color Guard and participated in Competitive Dance (jazz, tap, ballet, etc.). In her spare time, she enjoys cooking, reading, cycling and watching OSU football in her spare time. She has recently started to enjoy traveling around the country.

Brian started his financial services career more than 15 years ago. He has worked in different customer service and technical support roles at multiple firms before joining UBS in 2015 as a Client Service Associate.He currently holds his Series 7, 63/65, Series 9 and 10 licenses. He is also a 21-year Army veteran serving two tours in Iraq. Brian graduated from Columbus State with an Associates Degree in Microcomputing Technology. He lives in Blacklick with his wife and son.

Registered States:
AZ, FL, NC, OH, SC