Insight-based advice

In 2001, I began my career during one of the most tumultuous periods in the equity market's history - the "Dot Com" bust - helping my clients manage their wealth throughout good times and bad. During the Great Financial Crisis(2007-2009), I analyzed the foundation of my career, and after a thorough vetting process, joined UBS in order to best serve my ultra high net worth clients.

With expectations of curated portfolio management, estate and financial planning strategies and business exit strategies, my clients aim high. To meet those expectations, I maintain several designations; Certified Financial Planner (CFP), UBS Retirement Planning Consultant and UBS Senior Portfolio Manager. Continuous training, daily market analysis, and engagement with you allow me to analyze and offer guidance on every facet of your financial life. Joined to the world's leading wealth management firm, you'll have access to UBS's technology infrastructure and cyber security. With access to my decades of experience, you'll have the confidence to pursue other goals and live your best life.

On a granular level, I select and trade securities for my clients, so they can concentrate on other aspects of their lives. My cash flow process seeks to provide liquidity with no deferred sales charges or lock up periods. Integrating your investment philosophy with UBS's research results in actionable portfolio management you can understand. A large corporate retirement plan, Trusts or the culmination of your life's financial ups and downs - it's your best interest I have in mind.

For leisure, I travel with my beautiful wife, Cyn, run my rescue dog at daybreak and enjoy extreme outdoor sports centered around this great nation's oceans, rivers and forest. Instead of mass media in the evenings, I read classic novels and write stories. A weekly standard, Leadership Ministries is also an integral part of my life. My most hopeful future includes meeting you.