Ed has been in the financial services industry for 35 years. He received his Certified Investment Management Analyst (CIMA®) designation in 2005 after completing rigorous coursework through the executive degree program at the Wharton School of Business. In 2010, Ed obtained the title of Wealth Advisor. Also in 2010, he attained his Portfolio Manager title through UBS’s Portfolio Management Program. In order to maintain his numerous licenses and designations, he attends a minimum of 35 hours of continuing education classes per year.

Ed spent four years as a Trust Officer with one of the nation’s largest banks before joining forces with Mitch, in 1993. Ed has extensive training in estate planning and wealth management. The team manages a diversified base of clients that varies from wealthy families to institutions, foundations, private schools, associations, and corporations in Central Florida.

Ed was born and raised in St. Louis, MO. He attended Florida State University in their honors program, and graduated magna cum laude with a B.S. in Business. Ed has been married for 28 years to his wife, Janet, and they have one child, Clay, who is 27. He enjoys playing competitive tennis and scuba diving with Janet and Clay.

Registered States:
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV, WY

Mitch has been a Financial Advisor since 1983. He obtained his Certified Financial Planner™(CFP®) designation in 1987 and earned the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business in 2005. In 2007, Mitch obtained the Chartered Retirement Plans Specialist (CRPS®) designation, which provides the expertise needed to implement, evaluate and monitor corporate retirement plans. In 2010, Mitch completed coursework to receive his Portfolio Manager title through UBS’s Portfolio Management Program.

Mitch works with individual and institutional accounts by providing consulting and investment advice. His commitment to this ever-changing industry leads him to complete advanced coursework each year above what is required to maintain his designations. He especially enjoys the opportunity to work with private clients and their families over many years.  

Mitch grew up in Perry, Florida, and attended the University of Florida, graduating with a B.S. in Chemistry. He has been married to his high school sweetheart, Rhonda, for 42 years. They have been blessed with three children, now married, and seven grandchildren.

Registered States:
AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV, WY

Jerrey's first encounter with the financial services industry was as a client of an advisor while he was still playing professional baseball. His experience proved successful on the investing side but it sorely lacked the personal connection that Jerrey was looking for from an advisor. After his 12 years in baseball with such organizations as the San Diego Padres, Chicago Cubs, Houston Astros, Anaheim Angels, Montreal Expos and Cincinnati Reds, Jerrey used his own personal experience to realize that he wanted to provide the financial services experience to successful individuals and business owners the way he believed it should be done. Jerrey helps run the teams investment strategy and as a Certified Exit Planning Advisor, he is uniquely qualifiied to help guide business owners through the 5 D's of exiting their business.

Every business owner will have an exit one day. Are you prepared? Jerrey helps business owners navigate the 5 D's of exiting a business to help them ensure they can control their own destiny and transition on their terms. As a Certified Exit Planning Advisor, Jerrey focuses on helping you make informed decisions so you can leverage the value of your largest and most important asset, your business, to help you create a legacy for the people and causes you care most about. You have a vision for your future but may not have developed a plan to achieve it. To help provide this holistic approach, Jerrey has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®),the Certified Investment Management Analyst(CIMA®) through The Wharton School of Business, the Certified Private Wealth Advisor(CPWA®) through the Booth School of Business at The University of Chicago, and the Certified Exit Planning Advisor designations. Jerrey is also one of a few UBS advisors who were nominated to attend the UBS Wealth Advisor program and who earned this prestigious designation, making him especially qualified to provide highly personalized wealth management services to our clients.

Jerrey was born and raised in Seminole county and now he, his wife, and their two daughters call Belle Isle home. Jerrey is active in community and enjoys playing golf and spending time with his family and following his daughters lacrosse careers at Duke and Stanford. 

Registered States:
AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV, WY

Brian entered the financial services industry in 1999. He was raised in Orlando and received his undergraduate degree from Auburn University's college of engineering. While serving as an Army Officer, Brian completed his MBA at Embry Riddle.

As a First Vice President - Wealth Management at UBS, he works with families to help them achieve their wealth management goals. He has attained his Certified Financial Planner (CFP®) so that he may deliver a written, comprehensive plan. Brian's proactive and customized approach covers estate, legacy and liability planning while incorporating tax efficient strategies.

Brian is actively involved in the community and has served on several philanthropic, veteran and education boards. He and his wife, Katie, live in Lake Mary with their two children.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WI, WV, WY

Jim's career began in 1980 and he has just entered his 40^th year as a Registered Investment Advisor. He is currently a Senior Vice President- Wealth Management in our Winter Park office.

Jim has worked with two of his new partners Mitch Schrenk and Ed LeMasters off and on again since he first met Mitch in 1983. He became the youngest managing branch manager for privately held Drexel Burnham Lambert in 1985, and successfully recruited Mitch and Ed to work there in the 1980s.

Jim has been actively managing both equity, fixed income and alternative investments for clients in the accumulation phase, retirement income, and wealth transfer phases of their lives. He believes deeply that investing is a process not an event. As a keen observer and follower of The Federal Reserve Monetary Policy, he helps our clients manage their assets through rising and falling interest rate environments.

Jim was born and raised in Fort Lauderdale, Florida. He later attended Florida State University and was a Member of the National Board of Directors for Seminole Boosters for 6 years.

He and his wife Martha reside in Orlando and together have five grown children, three married, and eight grandchildren. Traveling, racquetball, and family time are how they spend their leisure time.

Registered States:
AL, AR, AZ, CA, DC, FL, GA, IA, ID, IL, IN, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WV, WY

Heather joined UBS in 2007 as the firm's Central Florida financial planning specialist. In this role, she did hundreds of plans for UBS clients throughout the region's six offices. Heather joined the team in 2010. She is the point person for all financial planning activities and participates in investment meetings. As a Certified Financial Planner®, Heather focuses on holistic client advice in the areas of financial planning, insurance, investments, and retirement planning. Heather also obtained the Chartered Retirement Plans Specialist (CRPS) designation in 2011 and greatly enjoys working with retirement plan sponsors and participants.

Heather graduated from the University of Miami with a B.B.A., having majored in Finance. She is a member of the First Baptist Church of Orlando, Junior League of Greater Orlando, Leadership Winter Park Class XXVI, Central Florida Estate Planning Council, and the Zeta Tau Alpha Central Florida Alumnae Chapter. Heather enjoys volunteering, reading, running, and traveling. She lives in Oviedo with her husband, Justin and their two young sons.

Registered States:
CA, CO, DC, FL, GA, IL, IN, MD, NC, NM, NY, PA, RI, SC, TN, TX, VA, WY

Melody joined the team in 2009 and has 20 years of industry experience. She has a FINRA Series 7 and 66 securities license, as well as insurance licenses. She does all of the managed account trading, prepares performance reports for client meetings, tracks alternative investment results on a monthly basis and is the first point of contact for client service.

Melody attended the University of North Carolina at Pembroke. She enjoys spending time with her husband Wil, their young son Liam, and their two dogs.

Registered States:
CA, CO, FL, GA, IL, IN, MD, MI, MN, MT, NC, NM, NY, OH, PA, SC, TN, TX

Maggie joined UBS in 2005 and has over 25 years of industry experience.  She has a FINRA Series 7 securities license.  Maggie provides administrative support to the Branch Manager and Management Team.  Assist clients with accounts services, capabilities, preparation of reports and other materials for client meetings.

Maggie and her husband Robert have been married for 27 years, they have a daughter and two dogs.   She enjoys gardening, flea markets and DIY projects.     

Registered States:
FL

Gloria is a 25 year veteran within the Financial Services industry. She joined Morgan Stanley in 1997 and moved to UBS in 2009.  As a Senior Client Service Associate her primary responsibility is to provide a suite of account management services to the group clients and help ensure they are delivered with the highest quality.  Gloria strives to know each client on an individual basis and her goal is for them to have a positive, seamless and rewarding experience. Her outstanding skills, communication and attention to detail allow us to provide exceptional service to our clients.

Gloria enjoys spending time camping, riding ATVs and playing golf. She and her husband, Mike, also enjoy spending time with their children and grandchildren.

Natalia is the newest member of the team and a May 2018 graduate of the University of Central Florida. She earned a Bachelor's degree in Interdisciplinary Studies. She holds a FINRA Series 7 securities license and is currently studying for the FINRA Series 66 Uniform Combined State Law Examination.

She has strong communication skills and speaks both English and Spanish fluently. She works directly with our clients on their daily operational needs. She also schedules all meetings for the team.

She grew up in Ridgefield, NJ and played volleyball on her high school team. She enjoys comedy shows, watching movies, and spending time with family and friends.

Registered States:
CO, FL, MD, OH