Our Team

Our team of professionals have decades of cumulative experience and are ready to help you meet your financial goals.

Kirk joined Universal Advisory Services in 1999 and presently serves as Chief Financial Officer and Chairman of the Investment Committee. His responsibilities include directing investment policy, overseeing client portfolios, and...

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Matt serves Universal Advisory Services as Chief Operating Officer and is the champion of the firm’s Wealth Management Consultative Process. Matt joined Universal Advisory Services in 2002 after working eight years in the...

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Austin started with UAS in 2005, he has over 12 years of experience advising families with financial complexity. His focus is working with business owners, medical specialists and corporate executives. Austin is from a small town...

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Paula Calhoun

Human Resources Administrator & Supervisor of Client Bookkeeping

Paula oversees our Client Accounting Services and manages all of the Human Resources for UAS. Paula brings over 29 years of solid accounting experience, with expertise in payroll and payroll tax reporting. She has an extensive working...

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Kathryn Johnson

Client Services Administration

Kathy is instrumental in client administration and concierge services for UAS. She is in charge of our clients’ special events and for UAS events. Additionally, she coordinates client requests with the appropriate UAS staff and...

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Pam Ritterbush

Administrative Assistant

Universal Advisory Services is pleased to have Pam Ritterbush as our Administrative Specialist. Pam is the first voice you will hear when you contact our office and she is truly a professional in welcoming callers and visitors to UAS....

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