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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
First Vice President–Wealth Management
Financial Advisor
I have spent my entire professional career helping affluent families identify what is most important to them and develop a plan to efficiently maximize their wealth. I joined UBS in 2015 as a financial planning consultant for the 100+ advisors in Minnesota, which gave me the unique advantage of working with over 250 clients whose needs and concerns were diverse. This experience prepared me to effectively advise my clients with the challenges they face.
As a CERTIFIED FINANCIAL PLANNER 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 the Carlson School of Management at the University of Minnesota. My wife and I live with our two children in St. Paul, MN.
UBS #IA4310
MN Agent License: 40015421
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
I have spent my entire professional career helping affluent families identify what is most important to them and develop a plan to efficiently maximize their wealth. I joined UBS in 2015 as a financial planning consultant for the 100+ advisors in Minnesota, which gave me the unique advantage of working with over 250 clients whose needs and concerns were diverse. This experience prepared me to effectively advise my clients with the challenges they face.
As a CERTIFIED FINANCIAL PLANNER 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 the Carlson School of Management at the University of Minnesota. My wife and I live with our two children in St. Paul, MN.
UBS #IA4310
MN Agent License: 40015421
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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