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Global leader
UBS is a leading and truly global wealth manager
First Vice President–Wealth Management
With over 25 years of experience, I am a problem solver who listens to your concerns and provides solutions. Backed by the research and resources of the world's largest wealth management firm, I walk with you during changing times, with guidance based on plans we make together, ahead of time.
I started my career at J.C. Bradford. I have been with UBS since 2000. I grew up in Williamson County, Tennessee, and played football and wrestled for Franklin High School. I earned a BS at Brigham Young University. I am married to my college sweetheart. We are blessed with two daughters, a son, a son-in-law, and an energetic Labrador/Australian dog. I have finished three marathons and I am a fan of SEC football. I enjoy reading and fishing our beautiful Tennessee rivers in a kayak or canoe.
My favorite community service is disaster relief. I often travel to hard-hit areas to remove fallen trees or debris from homes after hurricanes, tornadoes, or floods. Other service has included Second Harvest Food Bank, Boy Scouts of America, Williamson County Schools Athletics, Giving Machines Nashville, and church service. I am an Eagle Scout.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
First Vice President–Wealth Management
With over 25 years of experience, I am a problem solver who listens to your concerns and provides solutions. Backed by the research and resources of the world's largest wealth management firm, I walk with you during changing times, with guidance based on plans we make together, ahead of time.
I started my career at J.C. Bradford. I have been with UBS since 2000. I grew up in Williamson County, Tennessee, and played football and wrestled for Franklin High School. I earned a BS at Brigham Young University. I am married to my college sweetheart. We are blessed with two daughters, a son, a son-in-law, and an energetic Labrador/Australian dog. I have finished three marathons and I am a fan of SEC football. I enjoy reading and fishing our beautiful Tennessee rivers in a kayak or canoe.
My favorite community service is disaster relief. I often travel to hard-hit areas to remove fallen trees or debris from homes after hurricanes, tornadoes, or floods. Other service has included Second Harvest Food Bank, Boy Scouts of America, Williamson County Schools Athletics, Giving Machines Nashville, and church service. I am an Eagle Scout.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
