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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
