$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
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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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