Experience

As a Vice President-Wealth Management Financial Advisor at UBS Financial Services Inc. I strive to provide my clients with compelling value and service by creating and executing individualized tailor fit solutions to all of their financial and advisory needs. Whether my clients are accumulating wealth, enjoying retirement, or protecting and planning for their loved ones financial futures, I provide customized solutions for each aspect of their current and future financial needs.

As a Financial Advisor located in the Rutland, VT branch of UBS Financial Services Inc. I have  over 20 years of experience as a Financial Advisor and currently hold series 7,31,63 and 65 Advisory Licenses. Prior to pursuing a career in Investment Management in the mid 1990's, I was a Managing Director for the Princeton Review. I received a BS with honors from Georgetown University in Washington DC. I enjoy skiing, swimming, hiking, obstacle race competition and collecting and maintaining historic automobiles.

Personal & Community

Board of Directors, The Vermont Achievement Center
Volunteer time as an academic tutor and mentor helping adolescents in the community prepare for University