Senior Vice President–Wealth Management
Financial Advisor
I began my career in one of the equity market's most tumultuous decades on record - and over the past 44 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 1974 after 5 years at Blyth Eastman Dillon & Co.
With our clients, we emphasize total portfolio management with a focus on retirement income planning. We also help clients with education funding, retirement plans, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 1, 3, 4, 12, 40 and 63 securities licenses.
My wife and I live on Mercer Island, WA.
Senior Vice President–Wealth Management
Financial Advisor
I began my career in one of the equity market's most tumultuous decades on record - and over the past 44 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 1974 after 5 years at Blyth Eastman Dillon & Co.
With our clients, we emphasize total portfolio management with a focus on retirement income planning. We also help clients with education funding, retirement plans, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 1, 3, 4, 12, 40 and 63 securities licenses.
My wife and I live on Mercer Island, WA.
Senior Wealth Strategy Associate
Since 2001 I have worked with clients to help administer their accounts and answer their financial questions. I am FINRA-registered and hold both my 7 and 66 securities licenses.
My bachelor's degree in Economics is from the University of Washington.
In addition to being a member of this team, I am an avid Husky Football fan and enjoy participating in marathons with my wife. We currently live in Bothell, WA.
Senior Wealth Strategy Associate
Since 2001 I have worked with clients to help administer their accounts and answer their financial questions. I am FINRA-registered and hold both my 7 and 66 securities licenses.
My bachelor's degree in Economics is from the University of Washington.
In addition to being a member of this team, I am an avid Husky Football fan and enjoy participating in marathons with my wife. We currently live in Bothell, WA.
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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