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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
For nearly 30 years, my focus has been on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Utilizing our global research and intellectual capital, along with our products and lending solutions, I create a customized wealth management approach that can be as flexible as their needs and market conditions change.
I am driven by my passion for delivering excellent service and helping clients find the best way forward to pursue the goals that truly matter.
My wife Leslie and I have 3 children, Amber, Austin and Alec. Leslie enjoys riding horses while I golf and when we can, we love to travel. In addition, I spend time volunteering with different organizations including Pro2g - Project Bungoma-Kenya, Africa Bridges of Hope, Meals on Wheels and the Salvation Army.
Senior Vice President–Wealth Management
Financial Advisor
For nearly 30 years, my focus has been on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Utilizing our global research and intellectual capital, along with our products and lending solutions, I create a customized wealth management approach that can be as flexible as their needs and market conditions change.
I am driven by my passion for delivering excellent service and helping clients find the best way forward to pursue the goals that truly matter.
My wife Leslie and I have 3 children, Amber, Austin and Alec. Leslie enjoys riding horses while I golf and when we can, we love to travel. In addition, I spend time volunteering with different organizations including Pro2g - Project Bungoma-Kenya, Africa Bridges of Hope, Meals on Wheels and the Salvation Army.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
