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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
First Vice President–Wealth Management
Financial Advisor
I grew up in a family with a military background and early on I was shown what self-discipline, sacrifice and perseverance looked like. After college, I joined the Army and spent the next 11 years developing these same character traits both domestically and on multiple deployments. When I was told that I was no longer physically capable of soldiering, I wanted a career that would also center on service to others. Joining the financial services industry in August of 2007 at the beginning of the financial crisis, I quickly realized that there were a lot of people unhappy with investing and angry with Wall Street. It was a trial by fire that I was able to pass, albeit with a few scars. I decided in 2016 that I missed the leadership role I had in the Army, and I decided to pursue management. In March 2016 I moved from McKinney, Texas to Virginia Beach, Virginia in order to be able to do the two things I loved most - help clients with their financial needs, and lead, coach and help other advisors excel in the building and management of their practices.
I have a wonderful, funny, assertive, wife, Courtney, whom I have been lucky enough to keep around for the past 21 years. I have a 14-year-old named John Wesley whose main goal in life is to play basketball forever. I also have an 11-year-old named Liam who makes some fantastic videos and highlight films for his brother. Our favorite pastimes are playing golf as a family and traveling.
First Vice President–Wealth Management
Financial Advisor
I grew up in a family with a military background and early on I was shown what self-discipline, sacrifice and perseverance looked like. After college, I joined the Army and spent the next 11 years developing these same character traits both domestically and on multiple deployments. When I was told that I was no longer physically capable of soldiering, I wanted a career that would also center on service to others. Joining the financial services industry in August of 2007 at the beginning of the financial crisis, I quickly realized that there were a lot of people unhappy with investing and angry with Wall Street. It was a trial by fire that I was able to pass, albeit with a few scars. I decided in 2016 that I missed the leadership role I had in the Army, and I decided to pursue management. In March 2016 I moved from McKinney, Texas to Virginia Beach, Virginia in order to be able to do the two things I loved most - help clients with their financial needs, and lead, coach and help other advisors excel in the building and management of their practices.
I have a wonderful, funny, assertive, wife, Courtney, whom I have been lucky enough to keep around for the past 21 years. I have a 14-year-old named John Wesley whose main goal in life is to play basketball forever. I also have an 11-year-old named Liam who makes some fantastic videos and highlight films for his brother. Our favorite pastimes are playing golf as a family and traveling.
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.
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.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
