When you call the LeMasters Schrenk Group you will be able to speak to an experienced financial advisor who will take the time to walk you through the best way to make your gift. Whether you are considering donating appreciated securities, making a one time gift, or remembering us in your annual charitable giving, Ed LeMasters and Mitch Schrenk have a wealth of experience in this area.
Some have asked about remembering our foundation when doing their estate planning. Mitch and Ed will be glad to speak to your estate planning attorney to make sure this is done properly. We also have the resources available through UBS Philanthropic Services for more complex issues.
Your calls and questions are welcome, and we appreciate you considering the United States Racquetball Foundation in your charitable giving to benefit the future of our sport.
Ed is a Senior Vice President with UBS Financial Services, Inc. He has been in the financial services industry for 27 years. Ed received his Certified Investment Management Analyst (CIMA) designation in 2005 after completing rigorous coursework through the executive degree program at the Wharton School of Business. In order to maintain his numerous licenses and designations, Ed takes over 35 hours of continuing education classes per year.
Ed spent four years as a Trust Officer with one of the nation's largest banks before joining forces with his partner, Mitch, in 1993. Ed has extensive training in Estate Planning and complex issues related to Wealth Management. Ed and Mitch manage a diversified base of clients that varies from wealthy families to small institutions, foundations, private schools and corporations.
Ed attended Florida State University in the Honors Program, and graduated Magna Cum Laude with a B.S. in Business. Ed has been married for 20 years to Janet and they have one child, Clay, who is nineteen.
Like many of us Mitch learned racquetball in college and has played ever since. Still playing a few times a month, he loves the fast pace of the game, even though he has gotten a bit slower with age. Often playing with his wife of 35 years, Rhonda, they enjoy the friendly competition and feel it enhances their relationship. Mitch says, "Even though he has not competed at a high level in racquetball, racquetball is one of those sports you can enjoy competition in the different stages of life."
Mitch is a Senior Vice President with UBS Financial Services. He has been a Financial Advisor since 1983 and obtained his Certified Financial Planner (CFP) in 1987. Mitch earned the Certified Investment Management Analyst (CIMA) through The Wharton School of Business in 2005.
Mitch works with individual and institutional accounts in providing consulting and investment advice. Both he and Ed maintain their commitment to the ever changing industry by continually completing advanced coursework each year, above what is required to maintain their designations.
In addition to playing an ocasional game of racqueball in his time off he enjoys spending time with his three children and spouses and his granddaughter. Mitch is a board member of The Mustard Seed and Mercy Drive Ministries, both of which help out the disadvantaged in Central Florida. He also served as treasurer for 6 years for Children's Home Society of Central Florida, which is one of the oldest charities in Florida.