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$6 trn
UBS Group invested assets
As of 12/31/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
I began my career in one of the equity markets most tumultuous months on record - and over the past 21 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2009 after 10 years at Morgan Stanley. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA - registered and hold series 7, 31, 63 and 65 securities licenses as well as licenses for life and health insurance and variable annuities. My bachelor's degree in finance is from Michigan State University. I enjoy time with my 8 year-old twins and all their activities and we live in Birmingham, Michigan.
Education
Senior Vice President–Wealth Management
Financial Advisor
I began my career in one of the equity markets most tumultuous months on record - and over the past 21 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2009 after 10 years at Morgan Stanley. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA - registered and hold series 7, 31, 63 and 65 securities licenses as well as licenses for life and health insurance and variable annuities. My bachelor's degree in finance is from Michigan State University. I enjoy time with my 8 year-old twins and all their activities and we live in Birmingham, Michigan.
Education
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
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