Your Team
How We Work
At UB Wealth Management, we believe that our strength lies in our people. Our dedicated team of professionals is united by a common goal: to help you achieve financial independence with confidence and ease. Each member of our team is committed to providing personalized financial solutions that align with your goals. Get to know the people behind our trusted advice and discover how their dedication to integrity with a client-centered focus drives the success of our clients day after day.
Jonathan Blevins, CFP®, ChFC
VP | Advisor Consulting
Tony Parish, CFA®, CQF
Chief Investment Officer
Aaron Kingery
Director of Trading
Partners
Kolby Benford, CPA
President & CEO | Benford Consulting
Kolby Benford is a Certified Public Accountant and QuickBooks ProAdvisor with over five years of public accounting experience. He specializes in tax planning and consulting for individuals and small businesses, with a strong focus in...
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