Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Richard D. Wight

Senior Vice President - Wealth Management
Financial Advisor
716-338-1540
richard.wight@ubs.com

A graduate of Hamilton College in 1976, I earned a B.A. in English literature. Our team migrated from Merrill Lynch to UBS in January 2009. We focus on providing investment solutions for high net worth individuals, professionals, and business owners. We also provide our services to individual and corporate pension plans. Giving back to the community is important to my wife and me. We volunteer our time to The United Way, The Bemus Bay Pops organization, the local hospital and the GA Home. When not working, I can be found on our boat, golfing, skiing, snowshoeing or playing squash.


Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA


Hans P. Auer

Senior Vice President - Wealth Management
Chartered Retirement Plans Specialist (CRPS®)
716-338-1539
hans.auer@ubs.com

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A graduate of St. Bonaventure University in 1993, Hans earned a B.S. in business administration. After working as a Financial Advisor at Merrill Lynch, Hans joined UBS in January 2009 and has over 18 years of experience in the wealth management industry. At UBS, Hans' focus is to provide customized solutions to successful clients and their families in today's often complex financial environment. Hans holds his Chartered Retirement Plan Specialist designation and together with his team is member of UBS' specialized Retirement Plan Consultants Program.

Active in community affairs, Hans enjoys giving back as a board member for the Chautauqua County Industrial Development Agency, as trustee at St. Mary of Lourdes Parish, past President of Moon Brook Country Club and as the former United Way of Southern Chautauqua County campaign chairman.

Hans lives in his hometown of Bemus Point, New York with his wife and two children. 


Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WA


James M. "Jake" Kane

Senior Vice President - Wealth Management
716-338-1538
james.kane@ubs.com

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A graduate of Penn State in 1984 I earned a B.S. in accounting in 1984. I earned a M.S. degree in industrial administration ("MBA") from the Tepper School of Business at Carnegie Mellon University in Pittsburgh in 1989. I've been working in the securities business since 2002. As a member of the Chautauqua Lake Advisors, I focus on working with high net worth families, including small business owners and retirees. As an active member of our community, I am a board member of several non-profit organizations in the community. I live in Lakewood NY with my wife and three children.


Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WA


Judy R. Greyber

Senior Client Service Associate
Chartered Retirement Planning Counselor (CRPC®)
716-338-1547
judy.greyber@ubs.com

Judy joined UBS in 2009 as a Senior Registered Client Service Associate.  She maintains her designation as a Chartered Retirement Planning Counselor and is Series 7 and 66 fully licensed.  With over 35 years experience in the financial services industry, she provides an exceptional client experience.

Judy lives in Jamestown, New York, with her husband Kim.  They have two grown children and three grandchildren.  She enjoys spending time with her family, golfing, kayaking and loves to be outdoors in all four seasons.


Registered States:
FL, MA, NY, OH, PA


Tonie Lee Wirsen

Senior Client Service Associate
716-338-1822
tonie.wirsen@ubs.com

Tonie joined UBS in 2009 and serves as a Senior Registered Client Service Associate, working closely with our most valued clients to help simplify their financial lives.  Tonie has been in the industry working with her team for over 20 years.  She holds her series 7 and 66 licenses and is registered in multiple states.

 

Tonie lives in Bemus Point, New York with her two children, Emma and Ethan.  She is the Founder and President of the All for Amy Golf Tournament which started in 2005 and provides scholarships to young people in our community.  She enjoys golfing, Yoga, bowling and spending time with her family and friends.


Registered States:
FL, MA, NY, OH, PA