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, ID, IL, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA

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, ID, IL, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, PA, SC, TX, UT, VA, VT, WA

Kristie Peppy is a Senior Wealth Analyst at , UBS Financial Services, Inc.. Kristie is a Pittsburgh native and a graduate of Allegheny College in Meadville, PA receiving a Bachelor of Arts degree in Economics. She brings a depth of experience to her clients having worked in both the financial operations and retail environments. She is committed to building strong personal relationships by delivering financial clarity and confidence.

Kristie currently lives in Bemus Point, New York with her husband Dr. Anthony Peppy and their two children, Michael and Christina. An avid running family, she is an active member of the Bemus Point Track Club and Maple Grove Cross Country Team. Kristie has held board positions on a national and local level supporting the Alliance of American Dental Society, UPMC Chautauqua Hospital Auxiliary, The Creche Inc., and Jamestown Public School System PTAs. She is also involved with WIN (Women In Networking) Chautauqua.

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

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.

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