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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
I am a founding partner with the Sound Wealth Management Group at UBS. Our team serves successful business owners, professionals, and executives with concentrated wealth positions.
As a Wealth Management Advisor and Certified Financial PlannerTM I partner with you by seeking first to understand your total picture, your goals, and the people and passions you care about. Our process works towards creating a strategy that will address the Three "L"s you are most concerned with; your Liquidity needs, your Longevity outlook, and the Legacy you hope to establish and preserve. In evaluating your wealth position, your business, assets and liabilities, and corporate benefits, we address areas such as insurance, tax efficiency, charitable and family gifting strategies, liability management, and traditional, alternative, and private investment strategies.
I have been with UBS since 2004, and I am fortunate to deliver the resources of a global wealth management firm to my clients on a personalized level. My fellow team members all have at least 15 years of experience in the industry, allowing us to offer our clients outstanding personal service and skill. Drawing on my unique background, I aim to give my clients peace of mind and help them chart a course to their goals in today's complex and dynamic world. Prior to joining UBS, I was a 20 year Navy Nuclear Submarine Officer, a technical analyst for the US Submarine Force, and a Strategic National Defense Analyst in the Office of the Secretary of Defense. Bringing this experience to bear on behalf of the families I serve is an honor and a privilege.
I'm a member of the Kitsap Community Foundation's leadership team and I sponsor the Boys and Girls Clubs of Kitsap/North Mason Counties. I work with the American Corporate Partners veterans mentoring program, helping transitioning veterans in their job search. I enjoy cycling, hiking, swimming, and all outdoor sports. I have two adult children in Spokane, WA, and Portland, OR.
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
Senior Vice President–Wealth Management
I am a founding partner with the Sound Wealth Management Group at UBS. Our team serves successful business owners, professionals, and executives with concentrated wealth positions.
As a Wealth Management Advisor and Certified Financial PlannerTM I partner with you by seeking first to understand your total picture, your goals, and the people and passions you care about. Our process works towards creating a strategy that will address the Three "L"s you are most concerned with; your Liquidity needs, your Longevity outlook, and the Legacy you hope to establish and preserve. In evaluating your wealth position, your business, assets and liabilities, and corporate benefits, we address areas such as insurance, tax efficiency, charitable and family gifting strategies, liability management, and traditional, alternative, and private investment strategies.
I have been with UBS since 2004, and I am fortunate to deliver the resources of a global wealth management firm to my clients on a personalized level. My fellow team members all have at least 15 years of experience in the industry, allowing us to offer our clients outstanding personal service and skill. Drawing on my unique background, I aim to give my clients peace of mind and help them chart a course to their goals in today's complex and dynamic world. Prior to joining UBS, I was a 20 year Navy Nuclear Submarine Officer, a technical analyst for the US Submarine Force, and a Strategic National Defense Analyst in the Office of the Secretary of Defense. Bringing this experience to bear on behalf of the families I serve is an honor and a privilege.
I'm a member of the Kitsap Community Foundation's leadership team and I sponsor the Boys and Girls Clubs of Kitsap/North Mason Counties. I work with the American Corporate Partners veterans mentoring program, helping transitioning veterans in their job search. I enjoy cycling, hiking, swimming, and all outdoor sports. I have two adult children in Spokane, WA, and Portland, OR.
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
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
Global leader
UBS is a leading and truly global wealth manager
