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$6 trn
UBS Group invested assets
As of 12/31/2024
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
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, I am well-versed in providing guidance on retirement planning, investing, insurance, education funding, debt management and estate planning strategies.
I understand each client is different – from a new investor to one with years of experience – and I appreciate your individual circumstances. My goal is to work closely with you to better prepare you for the future you envision.
In a prior role, I functioned as a Wealth Planning Analyst at UBS. In this position I worked collaboratively with financial advisors in the Nevada, Utah, Idaho and Montana offices to help clients pursue their goals through comprehensive planning.
I earned a B.S. from Purdue University and I am an Accredited Wealth Management AdvisorSM. I hold the Series 7 and 66 securities licenses as well as life and health insurance licenses.
I reside in Henderson and enjoy cooking, fitness and spending time with my family.
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
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, I am well-versed in providing guidance on retirement planning, investing, insurance, education funding, debt management and estate planning strategies.
I understand each client is different – from a new investor to one with years of experience – and I appreciate your individual circumstances. My goal is to work closely with you to better prepare you for the future you envision.
In a prior role, I functioned as a Wealth Planning Analyst at UBS. In this position I worked collaboratively with financial advisors in the Nevada, Utah, Idaho and Montana offices to help clients pursue their goals through comprehensive planning.
I earned a B.S. from Purdue University and I am an Accredited Wealth Management AdvisorSM. I hold the Series 7 and 66 securities licenses as well as life and health insurance licenses.
I reside in Henderson and enjoy cooking, fitness and spending time with my family.
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
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
Global leader
UBS is a leading and truly global wealth manager
