$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Retirement Plan Consultant
My industry expertise began with fascination and passion at an early age much like an old world cobbler learns while being an apprentice. Coupling natural skills with learned experiences for the single quest to help others precipitates pride and contentment in my daily affairs. I am fortunate to be able to work in an ever changing industry that is exciting , challenging and never the same. I would love nothing more than an opportunity to serve you.
My social contract with the world allows me give back. My most effective contributions come in the form of helping others learn to help themselves, and enriching the community through the arts.
I received my MBA from Tulane University as well as a Personal Financial Planning Certificate from U.C. Irvine.
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24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager