Bill’s 45 years of experience has taught him that while no two clients are alike, they all share the goals of growing and protecting their wealth. Managing investments for individuals and not-for-profit clients across the county, Bill and his group create highly customized financial plans that drive longterm portfolios based on active and passive strategies. A firm believer in the “Three L’s” of Liquidity, Longevity, and Legacy, Bill seeks to ensure that his clients have the appropriate investment assets to satisfy their immediate needs, provide for a long-lasting retirement, and help achieve their goals of caring for the people and causes that are most important in their lives. Beyond investments, he and his group connect with clients’ estate planning attorneys and accountants to help ensure everyone is working together.

Bill received his B.S. in Business Administration from The Ohio State University, where he and his wife, Casey, have established the Cseplo Family Endowment to support Dean’s Innovation Funds at the Fisher College of Business. Bill and Casey live in Dublin, Ohio where they are active in the local community. Bill volunteers for Little League baseball and supports the Dublin Foundation and many other local charities. He has been past president of the Dublin Chamber of Commerce and Dublin Youth Athletics, a community recreation and travel sports organization with programs enjoyed by more than 3,300 young people. Today, Bill and Casey divide their time between Dublin, Ohio and Naples, Florida. They enjoy golf, traveling and spending time with their son, Billy, daughter-in-law, Jennifer, and two grandchildren, Jack and Reid.

Registered States:
AZ, CA, CO, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WV

Business Background 

An industry veteran since 1984, Willie is the founder of Grové Parks Hegarty Wealth Advisors and a senior member of Muirfield Wealth Partners. 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 the team's clients, and his philosophy of "The Client's Interest Always Comes First" has earned him important nationwide industry recognition, including:

• One of 10 Outstanding Brokers in America, May 1997 by Registered Rep. Magazine
• One of America’s Top 50 Advisors, September 2004 by Registered Rep. Magazine
• One of Barron’s Best 100 Brokers, June, 2005 by Barron's Magazine
• Barron's Top 1,200 in America, 2014, 2015, 2017, 2018 by Barron's Magazine
• Barron's Top 25 in Ohio, 2009-2015, 2017, 2018 by Barron's Magazine Top 1000 and Top 1200 state by state ranking
• Barron's Top 1,200 in America, 2014, 2015, 2017 by Barron's Magazine

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, reached Everest Base Camp twice, and has published large format coffee table books on these two adventures.

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

Stephanie brings tremendous wealth management experience and knowledge to families, executives, professionals and business owner clients requiring expert assistance with financial, estate and retirement planning.  She has been part of the industry for over 35 years and has earned a reputation for providing skilled and practical guidance through all market environments. 

Stephanie possesses years of fixed income and option strategy expertise for clients demanding such advice and execution.  She began her long career at The Ohio Company and then joined McDonald Investments in 1994.  In the mid-2000's, UBS AG acquired McDonald Investments where she has continued serving her clientele with distinction.

She graduated from The Ohio State University with a degree in Business Administration. Stephanie is a lifetime member of The Ohio State Alumni Association, past board member of the Resurrecting Lives Foundation and a supporter of Goodwill Industries International.

With her free time, Stephanie enjoys golfing, working out and spending time with her family.

Registered States:
AZ, CA, CO, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, MN, NC, NJ, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WV

Tony’s wealth management experience spans more than two decades. Over this time, he has learned that two of the most important facets of the relationship between financial advisor and client, are trust and competence. He is a firm believer that trust comes from simply listening to each client and always placing their interests in the forefront. Competence is a result of not only successfully navigating through the myriad of markets over his career, but also his commitment to continued professional development. Tony believes it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer.

Experience to guide you forward
Throughout Tony’s career, he has held leadership positions as a former branch coach, and also as the former UBS Dublin Branch Manager for nine years. Currently, he dedicates 100% of his day toward advising the team’s private clients by creating plans, managing these plans, and portfolio construction. Finally, he scours the complex investment product landscape for suitable, risk appropriate solutions and platforms.

My professional achievements and education
Tony received his Bachelor of Science (B.S.) in business administration finance from The Ohio State University where his interest in the markets began through his involvement with the formation of the Student Investment Management Committee, used by the university’s endowment fund.

• Series 7, 9, 10, 63, 65 securities licenses
• Life, health, variable life/annuities licenses
• UBS Director’s Council Member

Making a difference in my community
Tony has been actively involved with the local youth athletics association and with youth swim programs at the YMCA, USA Swimming, and the Olentangy Liberty High School Swim and Dive Team. Tony and his family are staunch supporters of St. Jude Children’s Research Hospital, The Columbus Zoo, American Cancer Society, Juvenile Diabetes Research Foundation, The Ohio State University, and others.

Outside the office
Tony resides in Powell, Ohio with his wife, Heather, and their two children. In his free time, he enjoys golfing, cooking, wine collecting and spending quality time with friends and family.

Registered States:
AZ, CA, CO, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, MN, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Business Background

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.

Credentials

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.

Personal

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

Business Backgroud

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.

Credentials

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.

Personal

Derek’s proudest accomplishment is his family. He married his college sweetheart, Hillarie, in 2004, and they now reside in Dublin, Ohio. 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.

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

Ed has over 17 years of experience of delivering financial planning and investment management services to clients. As a Certified Private Wealth Advisor® (CPWA®) professional and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, one of his main responsibilities is heading up the financial planning efforts for the entire group. He believes that wealth management is about more than just helping clients manage their money, it’s about helping them uncover what’s most important in their lives, prioritizing competing goals, offering guidance and creating the plan that leads to the life and legacy they’ve always imagined.

Experience to guide you forward
Ed’s experience in the critical areas of wealth management assists in developing proper investment management strategies that are aligned to clients’ goals and objectives. His other areas of focus include estate planning strategies, insurance, annuities, portfolio construction, and structured investments. Ed also works closely with the group’s retirement plan clientele by providing executive financial planning services.

Professional achievements and education
Before joining UBS Financial Services Inc., he earned his Bachelor of Arts degree in business administration, majoring in finance and economics from Malone College in Canton, OH. In an effort to expand his education in wealth planning for the benefit of clients, Ed earned his Wealth Advisor designation in 2012. He is also a Senior Portfolio Manager in the Portfolio Management Program for the group.

Making a difference in my community
Ed is actively engaged with various organizations in the Marysville area, including Fairbanks Local Schools Athletics, Marysville Junior Baseball and Softball Association, Marysville Mitts Travel Baseball, and Memorial Hospital.

Outside the office
Ed and his wife, Jody, reside in Marysville, Ohio with their three children: Max, Abigail, and Sam. He spends most of his time outside of work coaching youth sports, golfing, cooking, and enjoying time with family and friends.

Registered States:
AZ, CA, CO, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, MN, NC, NJ, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WV

Business Background

Curtis works alongside Willie, Colin and Derek to analyze, formulate and implement customized financial strategies for our clients. He knows no two situations are the same and each requires its own unique plan to accomplish ones' financial goals. Curtis brings a detailed analytical approach to the team and specializes in research and portfolio building.

Credentials

Curtis joined the team in 2014 after graduating from the The Ohio State University Fisher College of Business. 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..

Personal

Curtis enjoys staying active and being outdoors; whether that is playing golf or attending live sporting events. A native of Canal Winchester, he currently resides in Columbus, Ohio.

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

Business Background

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.

Personal

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 Committee.

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

Business Background

Nichole began her at career at UBS in 2014 and is a Registered Client Service Associate. She assists in the daily administrative responsibilities of the team and the servicing of client accounts. She is fully licensed with a Series 7, 66 and Ohio life insurance and variable annuities licenses.

Personal

Nichole grew up in Kenton, Ohio. She attended Central Michigan University where she studied Life Management Education and Mathematics before graduating cum laude from The Ohio State University with a Bachelor of Science degree in Human Ecology. In her spare time, she enjoys playing soccer and sand volleyball, attending Columbus Crew and Ohio State football games, spending time with her family members and volunteering at a local dog rescue and hometown Elks lodge.

Registered States:
FL, GA, MA, NC, OH

Business Background

Elizabeth began her career at UBS in 2018 as a Senior Registered Client Service Associate.   She brings with her 15 years of investment knowledge and experience from her previous firms.  Here at UBS, she is responsible for day to day servicing of client accounts, as well the operational activities.  Elizabeth is fully licensed with her Series 6, 7 and 66. 

Personal

Elizabeth graduated from Penn State University with a Bachelor of Science in Marketing  and Management.  She lives in Lewis Center, Ohio with her husband Nathan, their daughter Penny and two dogs.  In her spare time, Elizabeth likes exploring Columbus and enjoying quality time with family and friends.

Registered States:
FL, OH

Business Background

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.

Personal

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.

Business Background

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.

Personal

Jodi and her husband, Keith, are the parents of four active boys. She spends most of her free time with family, friends, sits on the OLPAA board, attends multiple sporting events and enjoys golf in her spare time.

Registered States:
OH