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$5+ trillion
In invested assets globally
As of 11/07/2023
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
