Our team of professionals have decades of cumulative experience and are ready to help you meet your financial goals.
A visionary advisor and executive who is known as one of the premier planners in the nation, Joe was a prime mover in the creation of the multi-family office model of advising.
Known for intellectual rigor and lucid analysis, Kirk oversees all of our clients’ portfolios and directs our investment policy.
Champion of our firm’s Wealth Management Consultative Process, Matt’s passion is to contribute to clients’ lives in meaningful ways in order to deliver outcomes that matter.
Manages the firm’s client portfolio technology system and conducts analysis to ensure client portfolios align with investment objectives.
With over 29 years of accounting experience, Paula manages the corporate bookkeeping and personal accounting needs of our clients, as well as our in-house human resources administration.
Focusing on making our clients’ relationship with us positive and seamless, Kathy coordinates many of the administrative and concierge services of UAS.
The smiling face you meet when you visit our office or call on the phone, Pam is dedicated to organizing and coordinating UAS’s personal relationships with our clients.