Senior Vice President–Wealth Management
Financial Advisor
As a financial advisor with UBS Wealth Management, I realize that every client has a distinct set of circumstances and financial objectives. By taking a comprehensive approach to wealth planning, I help my clients tailor customized financial solutions to meet their unique needs and financial goals. This starts with establishing a solid relationship built on trust and experience, which is essential in navigating both good and volatile markets.
I began my career in financial services in 1997 with American Express Financial Advisors and later worked for PaineWebber Incorporated, Morgan Stanley, Citi Group, Oppenheimer & Co, and RBC before joining UBS Wealth Management in 2024. My clients include individuals, corporations, nonprofits and credit unions. Prior to choosing a career in the financial industry, I practiced law before deciding to return to finance, believing that a law degree, paired with my knowledge of economics, would offer my clients a more holistic perspective on investments and wealth planning.
I have passed the Series 7, 63 and 65 securities exams, and hold life insurance and variable annuities licenses. I received my Bachelor of Arts degree in economics and communications in 1991 from the University of Michigan. I also earned my law degree in 1994 from American University. While attending law school, I completed courses abroad in Buenos Aires, Argentina and Santiago, Chile and am fluent in Spanish.
I am very involved in the community and am a supporter of music and the arts. I am a member of the Greater Washington Hispanic Chamber of Commerce and the Washington, D.C. Chapter of University of Michigan Alumni Association.
I live with my wife and children on Capitol Hill in Washington, D.C. and enjoy reading and music.
Senior Vice President–Wealth Management
Financial Advisor
As a financial advisor with UBS Wealth Management, I realize that every client has a distinct set of circumstances and financial objectives. By taking a comprehensive approach to wealth planning, I help my clients tailor customized financial solutions to meet their unique needs and financial goals. This starts with establishing a solid relationship built on trust and experience, which is essential in navigating both good and volatile markets.
I began my career in financial services in 1997 with American Express Financial Advisors and later worked for PaineWebber Incorporated, Morgan Stanley, Citi Group, Oppenheimer & Co, and RBC before joining UBS Wealth Management in 2024. My clients include individuals, corporations, nonprofits and credit unions. Prior to choosing a career in the financial industry, I practiced law before deciding to return to finance, believing that a law degree, paired with my knowledge of economics, would offer my clients a more holistic perspective on investments and wealth planning.
I have passed the Series 7, 63 and 65 securities exams, and hold life insurance and variable annuities licenses. I received my Bachelor of Arts degree in economics and communications in 1991 from the University of Michigan. I also earned my law degree in 1994 from American University. While attending law school, I completed courses abroad in Buenos Aires, Argentina and Santiago, Chile and am fluent in Spanish.
I am very involved in the community and am a supporter of music and the arts. I am a member of the Greater Washington Hispanic Chamber of Commerce and the Washington, D.C. Chapter of University of Michigan Alumni Association.
I live with my wife and children on Capitol Hill in Washington, D.C. and enjoy reading and music.
Client Associate
Client Associate
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.
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.
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