She helps clients simplify their financial lives by discovering their unique concerns and working in partnership to create custom strategies to resolve them. Adam resides in Mount Horeb with his wife and three children.Īs Account Vice President at The Burish Group, Tasha uses a client-centric approach to deliver results and build strong, long-term relationships. In addition, he is a four-time member of the USA Water Ski Show Team. In addition, he has extensive experience working with employer retirement plans for the committee level as well as working one on one with participants to help enhance their retirement outcome.Īdam is active in nonprofits throughout the community and when he isn’t working on an in-depth financial plan for a client, you may find him on or near the water as an active member of Mad-City Water Ski Team. He has now returned to his role as a Financial Advisor, where can continue to work on financial plans while also creating meaningful relationships-something he missed in his other role. In that role, Adam was responsible for developing in-depth financial plans and wealth management strategies for individual clients. Having joined The Burish Group as a Financial Advisor in 2004, Adam took a brief hiatus from his role as an advisor to focus on financial planning as a Senior Wealth Strategy Associate. Judi serves on Agrace's Planned Giving Advisory Committee, and is a member of the Agrace Foundation Board and The Madison Club Foundation Board. She is a member of the New York Bar, a Certified Financial Planner TM professional and a Chartered Financial Consultant ®. At Ayco, she provided comprehensive financial planning services to senior executives of Fortune 500 companies. Prior to joining UBS, Judi was an Account Manager with the Ayco Company, L.P. In that role she provided strategic planning advice and education to the firm's wealthiest clients. Judi joined UBS Wealth Management in 2004, in her most recent role she was a Senior Wealth Strategist with the Advanced Planning group. She also reviews clients’ estate planning documents to ensure they accurately reflect the family’s philosophy, needs and objectives. In her free time, she enjoys snow skiing, puzzling, and cooking.Īs a Financial Advisor at The Burish Group, Judi leads the Financial Planning team and provides holistic wealth management advice to ultra-high net worth clients helping to coordinate their investment, wealth transfer and philanthropic goals. Anna has received numerous awards, most recently the 2018 United Women Philanthropy Award.Īnna and her husband, Andy, reside in Middleton, WI. Mary's Hospital Foundation and Edgewood Campus School's Board of Directors. She previously served on many other boards including Board Chair for United Way of Dane County, American Family Children’s Hospital, Domestic Abuse Intervention Services (DAIS), St. Within the team, Anna serves at Chief Operating Officer and Financial Advisor, overseeing the strategic development of the team while ensuring and raising the level of service our clients have come to expect.Īway from the office, Anna has deeply rooted ties to the community and currently serves on the board for Maydm Inc., is a committee member on the Overture Center’s Equity and Innovation committee and is a finance committee member for Madison Community Foundation. since 1994, serving in different branches throughout the U.S., including Los Angeles, Denver, and Chicago. He resides in Verona, WI with his wife, three sons and their Portuguese Waterdog, Jasper.Īn Associate Director at The Burish Group of UBS, Anna has been with UBS Financial Services Inc. Jason enjoys participating in triathlons and is an Ironman Wisconsin 2016 finisher. Jason is an Eagle Scout who sits on the executive board of the Glacier’s Edge Boy Scout Council and also a member of the Henry Vilas Zoological Society Board. Within the team, Jason helps lead the portfolio management team and oversees the group's investment strategies for the more than $5.2 billion in assets under management. With over 25 years of experience in investment and financial consulting, Jason has the knowledge and expertise necessary to understand and solving complex financial challenges as well as identify unique opportunities for clients. With a tenure as Andy's business partner since 2000, Jason is currently a Managing Partner and together with Andy has built The Burish Group into one of the country's top wealth management practices.
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