Jim has nearly 20 years of Wealth Management experience.  Prior to joining UBS Financial Services, Jim served for many years as a Wealth Management Vice President at Morgan Stanley.  Jim partnered with UBS for its worldwide industry recognition, exclusive research, and its wide range of award-winning services.  Every day, he leverages those opportunities and focuses on assisting individuals craft a unique solution to help them meet their financial needs. 

Jim earned a B.A. in Finance from Gettysburg College and an MBA from Villanova University. He holds series 7 & 66 Securiities licenses, as well as Life, Accident, and Health Insurance licenses.  Jim resides in Collegeville, PA with his wife Ashley and two, young children-- Paige and Bennett.

Registered States:
AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MI, NC, NJ, NY, PA, SC, TX, VA

Prior to joining UBS, Carrie spent the last 15 years as a Vice President & Business Banking Relationship Manager-- advising business owners and key executives on how to best grow their business while partnering with their Centers of Influence.  Carrie strives to create long-term, meaningful relationships with all her clients by offering focused, trusted advice and exceptional customer service.  With her unique experience and her countless close relationships with local business owners, Carrie is able to add even more value to our already, lasting client relationships.   

Carrie received her B.A. in Public Relations/Advertising, a Minor in Business Administration from The Pennsylvania State University, and was a proud member of their Shreyer Honors College.  She also holds her Series 7 & 66 Securities licenses, as well as Life, Accident, and Health Insurance licenses.  Today she resides in Blue Bell, PA with her husband Chris.

Registered States:
AZ, CA, CT, DE, FL, GA, ID, IL, KY, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA

Sara has been in the financial services industry for nearly 15 years working alongside Financial Advisors and their clients.  Her attention to detail and commitment to providing exceptional customer service is second to none, making her an integral part of the team. 

Sara has earned her Series 7, 66, & 31 as well as Life, Health and Disability Insurance licenses.   She is a 2006 graduate from Bloomsburg University and graduated with a B.S. in Marketing.  Sara resides in Harleysville, PA with her husband Rich and daughter Reese.

Registered States:
CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, MO, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, VA, WA