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$6 trn
UBS Group invested assets
As of 12/31/2024
Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.
First Vice President–Wealth Management
Financial Advisor
I have over 20 years of experience implementing comprehensive strategies to empower individuals to maximize their current wealth and achieve the future they envision for themselves and their families. I help clients address financial planning issues ranging from retirement planning to investment strategy and estate planning. I graduated from Marquette University with a Bachelor of Science in Business Administration. I have also earned the Chartered Retirement Planning Counselor designation from The College for Financial Planning.
I believe strongly in giving back to the community. I have been a volunteer for over ten years with the St. Ben’s Community Meal Program preparing, transporting, and serving meals to those in need in downtown Milwaukee. My work with St. Ben’s also extends to raising money for the program through events such as the German Fest Run for the Hungry and working concessions at concerts and sporting events at the Bradley Center. I served four years on the parish council at St. Jude the Apostle Parish in Wauwatosa, and worked as a leader of the parish’s successful capital campaign. I am a member of the Medical College of Wisconsin’s Women in Science, The Marquette University Parents Association, The Marquette University Business Alumni Association, Professional Dimensions and TEMPO. I have been married thirty-four years to my husband, Bruce. We have two wonderful children. BJ is currently pursuing a fellowship in Allergy at National Jewish Hospital in Denver, Colorado. Prior to this he was a Chief Pediatric Resident at Children’s Medical Center in Dallas, Texas. Erica graduated cum laude from Marquette University and is currently attending Medical School at Creighton University. With her background as a World Cup speed skater, Erica plans to pursue a career in sports medicine.
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.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
I have over 20 years of experience implementing comprehensive strategies to empower individuals to maximize their current wealth and achieve the future they envision for themselves and their families. I help clients address financial planning issues ranging from retirement planning to investment strategy and estate planning. I graduated from Marquette University with a Bachelor of Science in Business Administration. I have also earned the Chartered Retirement Planning Counselor designation from The College for Financial Planning.
I believe strongly in giving back to the community. I have been a volunteer for over ten years with the St. Ben’s Community Meal Program preparing, transporting, and serving meals to those in need in downtown Milwaukee. My work with St. Ben’s also extends to raising money for the program through events such as the German Fest Run for the Hungry and working concessions at concerts and sporting events at the Bradley Center. I served four years on the parish council at St. Jude the Apostle Parish in Wauwatosa, and worked as a leader of the parish’s successful capital campaign. I am a member of the Medical College of Wisconsin’s Women in Science, The Marquette University Parents Association, The Marquette University Business Alumni Association, Professional Dimensions and TEMPO. I have been married thirty-four years to my husband, Bruce. We have two wonderful children. BJ is currently pursuing a fellowship in Allergy at National Jewish Hospital in Denver, Colorado. Prior to this he was a Chief Pediatric Resident at Children’s Medical Center in Dallas, Texas. Erica graduated cum laude from Marquette University and is currently attending Medical School at Creighton University. With her background as a World Cup speed skater, Erica plans to pursue a career in sports medicine.
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.
Education
Credentials
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
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