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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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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