Our Team
Our team of professionals have decades of cumulative experience and are ready to help you meet your financial goals.
Matt serves Universal Advisory Services as Chief Executive 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...
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...
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...
Joe is the founder of Universal Advisory Services. He is nationally recognized as one of the premier advisors to affluent families, corporate executives and professionals throughout the world. Worth Magazine chose Joe as one of the...
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...
Isabella joined UAS in 2018 and has quickly become an integral part of UAS’ service team. Isabella brings a unique perspective, she was born and raised in Bogota, Colombia. In January 2016, she moved from Bogota, Colombia to...
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...
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....