30
Years in business as a team
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Managing Director–Wealth Management
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER®
Team Administrator
Client Associate
Managing Director–Wealth Management
Managing Director–Wealth Management
First Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER®
Team Administrator
Client Associate
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.
The challenges women breadwinners face embracing their financial clout
In our latest Own your worth survey, we found that nearly one third of high-earning women in heterosexual couples are the primary breadwinner. Yet many remain less engaged than men breadwinners in financial decision-making. How can financial participation, planning and the support of financial professionals help correct this imbalance?
30
Years in business as a team
$1.8 Billion
Assets under management
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Global leader
UBS is a leading and truly global wealth manager
