Let's move forward. Together.

I am one of a small number of UBS Financial Advisors who have earned the designations of Certified Portfolio Manager (CPM®), Certified Financial Planner (CFP®) and Wealth Advisor. As such, I am eminently qualified to provide highly personalized wealth management services to my clients.

I understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. That's why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, I call upon the advisory and investment brokerage capabilities of UBS--one of the world's largest wealth management firms.

Although my financial services career officially began in 1974, I have been preparing for this work since 1952. Growing up, my family placed great emphasis on dedication, hard work, honesty, integrity and service to others with a strong personal faith. As a pastor, my father served several churches and I continuously watched him place the needs of his congregation before his own. Crisis management was a part of my upbringing. I would frequently witness individuals and families sharing their challenges, tragedies and crises with my family. It was through these experiences that ultimately shaped my future and lead me to this career of serving others.

Aiding people has become my passion in life. I cherish the opportunity that my clients have entrusted me to provide advice and guidance helping them achieve their financial success. Drawing connection to the Parable of the Talents, my goal is to be regarded as that good and faithful servant to my clients.

I encourage you to examine us with an open and critical mind to see how we may compliment one another, working together to manage your financial and life goals.