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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
Prior to joining UBS in March of 2001, I spent more than 16 years working in the agricultural industry. As a Wealth Advisor I primarily service high net worth clients and families, including small business owners, ranchers, farmers, veterinarians, and oral surgeons. Using my experience and knowledge of wealth management planning, I create personalized strategies to help my clients pursue their financial goals.
I am a graduate of the University of California at Davis where I earned my Bachelor of Science in agricultural and managerial economics. I subsequently obtained my Series 3,7, and 66 securities licenses as well as life, long term care, and variable annuity insurance licenses. I have also been awarded the CERTIFIED FINANCIAL PLANNER™ certification.
Away from work I spend time volunteering for the Sacramento County Fair. As well, I currently serve as a board member with the Davis Alpha Gamma Rho Alumni Association, the California State Fair Ag Advisory Council, and I am a member of the Sacramento County Farm Bureau.
I am also a PADI certified rescue diver, and I exercise regularly in order to participate in obstacle course races throughout the Western United States. Encouraged by my wife Julie, I started donating blood in 1989 and was later motivated to switch to platelets and plasma and have made more than 600 donations to date.
Julie and I currently live in Elk Grove, CA when not visiting our kids.
Personal & Community
CA Agent License # 0D35855
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
Financial Advisor
Prior to joining UBS in March of 2001, I spent more than 16 years working in the agricultural industry. As a Wealth Advisor I primarily service high net worth clients and families, including small business owners, ranchers, farmers, veterinarians, and oral surgeons. Using my experience and knowledge of wealth management planning, I create personalized strategies to help my clients pursue their financial goals.
I am a graduate of the University of California at Davis where I earned my Bachelor of Science in agricultural and managerial economics. I subsequently obtained my Series 3,7, and 66 securities licenses as well as life, long term care, and variable annuity insurance licenses. I have also been awarded the CERTIFIED FINANCIAL PLANNER™ certification.
Away from work I spend time volunteering for the Sacramento County Fair. As well, I currently serve as a board member with the Davis Alpha Gamma Rho Alumni Association, the California State Fair Ag Advisory Council, and I am a member of the Sacramento County Farm Bureau.
I am also a PADI certified rescue diver, and I exercise regularly in order to participate in obstacle course races throughout the Western United States. Encouraged by my wife Julie, I started donating blood in 1989 and was later motivated to switch to platelets and plasma and have made more than 600 donations to date.
Julie and I currently live in Elk Grove, CA when not visiting our kids.
Personal & Community
CA Agent License # 0D35855
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
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
