Meet Our Team

Kent T. Hickey CFP^®, CPWA^®, MBA

Founder

As a comprehensive financial adviser with a unique specialization in equity compensation, my mission is to guide you toward achieving your best life. Throughout my career as an adviser, I have seen how impactful the right advice can be. 

From an early age, I saw my parents struggle with finances, and I wanted to change that. As a paperboy at age 11, I wanted to know the best way to handle my money and took an interest in financial planning. I also realized that there was an opportunity to help. 

I earned my undergraduate degree in Business Logistics and my MBA in Management Science, with Honors, from Penn State. While working in logistics for Burlington Northern Santa Fe Railway, I received my first stock options and restricted shares. This created a strong interest in stock options and I wanted to know more so I could help others with theirs. While working for the railroad, I completed my CFP® professional education.

A few years ago, I realized that people receiving significant equity or stock compensation are often given cookie cutter advice as it relates to their goals. I chose to earn my CPWA® to better serve high net worth individuals, and specifically those with stock compensation. I continue to learn, teach, and lead other advisers to provide higher quality advice to stock compensation recipients. 

I decided to start Ubequity because I realized that many people, including experienced financial advisers, don’t fully understand the opportunity for impact provided by stock compensation. I enjoy taking you from seeing stock compensation as an investment, or a mystery, to understanding it, using it as a tool to retire, spend time with family, travel, buy property, support charities, pay off debt, and live your best life. 

In my free time, I enjoy going on adventures with my wife, two kids and our dog and cat. (Although more of a dog lover, I have learned to love our cat too.) Over the years I have enjoyed giving my time to a wide range of causes including Boy Scouts, our church, as a Founding Travel Director and licensed coach for youth soccer, and as a fundraising member of the Leukemia and Lymphoma Society Team in Training. Outside of work, I can be found training for triathlons, reading and listening to books, hiking, kayaking, canoeing, cheering on Penn State Football and travelling. 

I enjoy helping people reach their goals through financial planning and maximizing stock compensation benefits. I look forward to working with you so we can navigate challenges and seek opportunities together.  

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John T. Hickey, AAMS^®

Client Service Associate

Helping you accomplish your financial goals is my motivation. I have always enjoyed helping others, so this position allows me to do so in a more impactful manner than my previous career. My day-to-day focus is on your requests as they relate to your financial plan as well as business development and software implementation. 

As the son of a financial planner, I learned the value of money and hard work from an early age. Growing up, I always enjoyed hearing stories about Kent helping his clients navigate various financial challenges. I am grateful that we are able to work together and that I have the opportunity to learn from him. We aim to create many more success stories along the way.

Before deciding to pursue a career in financial planning, I received my undergraduate degree in Recreation, Park and Tourism Management with a concentration in PGA Golf Management from Penn State. I served world-class memberships for ten years by running tournaments, merchandising, teaching, implementing technology systems, and supporting the members and guests on a daily basis. I was fortunate to serve golfers at Fishers Island Club, John’s Island Club, Grandfather Golf & Country Club, Red Sky Golf Club, Glenwild Golf Club, Trump National Golf Club - Washington, D.C. and the Penn State Golf Courses. My golf career allowed me to develop an expertise in providing a client-first experience. 

During my final season as a golf professional, I decided to work toward becoming a financial planner. I completed the FPA Externship, earned my Accredited Asset Management Specialist℠ designation, and was offered an opportunity to help Kent start Ubequity. Since then, I have completed an Advanced Certificate in Blockchain and Digital Assets - Financial Advisor Track. I am also working toward becoming a CERTIFIED FINANCIAL PLANNER™ professional so that I may better serve you as an adviser. 

In my free time, I like to stay physically and mentally active, usually around family and friends. I enjoy staying physically active by exercising, hiking, traveling, and playing sports. I am always learning, often by reading, listening to podcasts, and watching sports.

We are fortunate to have the ability to work with amazing people through financial planning. We look forward to learning about you and how we can work together.