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$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
First Vice President–Wealth Management
Financial Advisor
I help successful, busy people protect and grow their investment assets and implement wealth strategies to meet their financial goals. As a Wealth Advisor and Retirement Plan Specialist with two decades in the financial industry, my clients and my friends can rest assured knowing that I have their best interests at heart. With the vast resources available at UBS our team utilizes a disciplined investment and portfolio management style to help our clients achieve their dreams. I travel often to visit my parents who live in Georgia when not relaxing in Montana. My daughter lives here in Alaska and my son is in the Peace Corp stationed in Paraguay, South America until 2018. I am an avid fly fisherman and a bow hunter.
Credentials
First Vice President–Wealth Management
Financial Advisor
I help successful, busy people protect and grow their investment assets and implement wealth strategies to meet their financial goals. As a Wealth Advisor and Retirement Plan Specialist with two decades in the financial industry, my clients and my friends can rest assured knowing that I have their best interests at heart. With the vast resources available at UBS our team utilizes a disciplined investment and portfolio management style to help our clients achieve their dreams. I travel often to visit my parents who live in Georgia when not relaxing in Montana. My daughter lives here in Alaska and my son is in the Peace Corp stationed in Paraguay, South America until 2018. I am an avid fly fisherman and a bow hunter.
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
