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$6 trn
UBS Group invested assets
As of 12/31/2024
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Director
I believe the foundation of great financial advice is the right fit between advisor and client. I work selectively with business owners and high-net-worth individuals who value a trusted, long-term partnership built on mutual understanding and shared goals. Not every situation is the right match—and part of my role is recognizing when someone might be better served elsewhere. That ensures my clients get the focus and service they deserve.
With over 30 years in financial services, my career began in my home state of Arkansas and has taken me through Ohio, California, and now Nevada—where I have made my home for nearly ten years. I’ve held both management and financial advisory roles, and today at UBS in Reno, I combine that experience with the perspective of someone who has navigated both sides of the business. I hold the CFP® and CIMA® designations, with a focus on financial planning, investment management, and exit planning.
When I’m not working with clients, you’ll often find me on a river with a fly rod in hand or spending time with my wife of over 30 years, enjoying the outdoors together.
Credentials
Director
I believe the foundation of great financial advice is the right fit between advisor and client. I work selectively with business owners and high-net-worth individuals who value a trusted, long-term partnership built on mutual understanding and shared goals. Not every situation is the right match—and part of my role is recognizing when someone might be better served elsewhere. That ensures my clients get the focus and service they deserve.
With over 30 years in financial services, my career began in my home state of Arkansas and has taken me through Ohio, California, and now Nevada—where I have made my home for nearly ten years. I’ve held both management and financial advisory roles, and today at UBS in Reno, I combine that experience with the perspective of someone who has navigated both sides of the business. I hold the CFP® and CIMA® designations, with a focus on financial planning, investment management, and exit planning.
When I’m not working with clients, you’ll often find me on a river with a fly rod in hand or spending time with my wife of over 30 years, enjoying the outdoors together.
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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