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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Financial Advisor
I have spent my entire 12 year career helping affluent families identify what is most important to them and develop a plan to efficiently maximize their wealth. After working at UBS or the past 2 years as a financial planning consultant for the 100+ advisors in Minnesota, I have had the unique advantage of working with over 250 clients whose needs and concerns were diverse. This experience has me prepared to effectively advise my clients with the challenges they face.
As a CERTIFIED FINANCIAL PLANNERTM professional, I start all client relationships by gaining a deeper understanding of my clients' entire financial life and help them to make decisions that align with their goals and aspirations.
My bachelor’s degree in finance is from Carlson School of Management at the University of Minnesota. My wife and I live with our son in St. Paul, MN.
Education
Credentials
Financial Advisor
I have spent my entire 12 year career helping affluent families identify what is most important to them and develop a plan to efficiently maximize their wealth. After working at UBS or the past 2 years as a financial planning consultant for the 100+ advisors in Minnesota, I have had the unique advantage of working with over 250 clients whose needs and concerns were diverse. This experience has me prepared to effectively advise my clients with the challenges they face.
As a CERTIFIED FINANCIAL PLANNERTM professional, I start all client relationships by gaining a deeper understanding of my clients' entire financial life and help them to make decisions that align with their goals and aspirations.
My bachelor’s degree in finance is from Carlson School of Management at the University of Minnesota. My wife and I live with our son in St. Paul, MN.
Education
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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