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$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
I have a passion for helping people achieve their dreams.
We all have dreams and goals and things we want to accomplish with our lives. Often, these require money--to travel, to buy a home, to save for college tuition, to retire and live happily ever after. Whatever your dream, I can help you plan your wealth around your goals.
I am an experienced financial advisor who has been designing wealth management plans for clients since 1996. My goal is to give them confidence that they are in good, caring hands. As a demonstration of my commitment to my craft, I earned the rigorous Certified Financial Planner™ (CFP®) designation in 2003. In 2020 and 2021.
Wealth is a means, not an end. From facilitating complex legacy strategies to organizing family finances to ensuring that children with special needs are cared for, I love to help people overcome their financial challenges, so their goals and dreams become reality.
Before I entered the financial services business, I was a biomedical engineer, training people to service medical equipment. While engineering was rewarding, it did not fulfill a fundamental need I had, which is to help people one-on-one.
My husband worked for an insurance and investment company. He suggested I consider financial services. The more I looked, the more I realized that many people were making investment decisions based on emotion or recommendations from friends. While we love our friends, they are not necessarily the best source of objective advice.
So, driven by the desire to help people, and with the discipline of an engineer, I decided to focus on financial planning.
I am excited to get up every morning to help my clients achieve their dreams. As I do that, one family at a time, I'm doing my part to change the world for the better.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
I have a passion for helping people achieve their dreams.
We all have dreams and goals and things we want to accomplish with our lives. Often, these require money--to travel, to buy a home, to save for college tuition, to retire and live happily ever after. Whatever your dream, I can help you plan your wealth around your goals.
I am an experienced financial advisor who has been designing wealth management plans for clients since 1996. My goal is to give them confidence that they are in good, caring hands. As a demonstration of my commitment to my craft, I earned the rigorous Certified Financial Planner™ (CFP®) designation in 2003. In 2020 and 2021.
Wealth is a means, not an end. From facilitating complex legacy strategies to organizing family finances to ensuring that children with special needs are cared for, I love to help people overcome their financial challenges, so their goals and dreams become reality.
Before I entered the financial services business, I was a biomedical engineer, training people to service medical equipment. While engineering was rewarding, it did not fulfill a fundamental need I had, which is to help people one-on-one.
My husband worked for an insurance and investment company. He suggested I consider financial services. The more I looked, the more I realized that many people were making investment decisions based on emotion or recommendations from friends. While we love our friends, they are not necessarily the best source of objective advice.
So, driven by the desire to help people, and with the discipline of an engineer, I decided to focus on financial planning.
I am excited to get up every morning to help my clients achieve their dreams. As I do that, one family at a time, I'm doing my part to change the world for the better.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Lets connect
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
