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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Senior Vice President–Wealth Management
Financial Advisor
I began my career in the wealth management business in 1992. My experiences in the many different types of markets since then have given me the knowledge to structure my clients' portfolios appropriately for whatever market environment may arise. By leveraging my knowledge base of the many different natures of markets, clients have found my guidance to be a crucial part of their success.
I am a Portfolio Manager with the UBS Portfolio Management Program. This is a discretionary based program which many clients have found to be effective in helping them reach their goals. As a Financial Advisor and Portfolio Manager, my philosophy is to maintain an appropriate asset allocation depending on your risk tolerance. Within that allocation, my strategy is to invest in high quality companies with either growth potential or a combination of attractive growth and dividends-depending on your needs. Having been through several market cycles since 1992, I believe that one of the most critical factors in sound investment decision making rests in the ability to remove the emotion and outside influences such as politics from investment selection.
I also assist clients with retirement planning, retirement income, education funding and lending. I am FINRA registered and hold Series 7, 63, 65 as well as insurance licensed for life and long term care.
I graduated from Washington State University in 1991 with a BA in International Business. My husband and I live in Redmond and have two grown daughters. In my free time, I enjoy the great outdoors via long distance hikes in the PNW and across the world. I also spend a lot of my free time developing my pickleball game.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
I began my career in the wealth management business in 1992. My experiences in the many different types of markets since then have given me the knowledge to structure my clients' portfolios appropriately for whatever market environment may arise. By leveraging my knowledge base of the many different natures of markets, clients have found my guidance to be a crucial part of their success.
I am a Portfolio Manager with the UBS Portfolio Management Program. This is a discretionary based program which many clients have found to be effective in helping them reach their goals. As a Financial Advisor and Portfolio Manager, my philosophy is to maintain an appropriate asset allocation depending on your risk tolerance. Within that allocation, my strategy is to invest in high quality companies with either growth potential or a combination of attractive growth and dividends-depending on your needs. Having been through several market cycles since 1992, I believe that one of the most critical factors in sound investment decision making rests in the ability to remove the emotion and outside influences such as politics from investment selection.
I also assist clients with retirement planning, retirement income, education funding and lending. I am FINRA registered and hold Series 7, 63, 65 as well as insurance licensed for life and long term care.
I graduated from Washington State University in 1991 with a BA in International Business. My husband and I live in Redmond and have two grown daughters. In my free time, I enjoy the great outdoors via long distance hikes in the PNW and across the world. I also spend a lot of my free time developing my pickleball game.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
