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$6.9 trn
UBS Group invested assets
As of 10/29/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
The work of building a financial future is never done. Investment goals and needs may change as new opportunities become available. As your Financial Advisor I will review your portfolio and communicate with you regularly. I will be closely attuned to your needs and positioned to draw upon UBS Financial Services Inc.’s intellectual capital and my own experience to help design appropriate portfolios.
I develop a long-term relationship with my clients and together structure a financial plan tailored to work towards your objectives. Once your plan is complete, I carefully suggest appropriate investments designed towards your specific goals.
My mission is to provide quality service, appropriate retirement planning and investment advice customized to your needs. My goal is to be your primary source of financial advice. To this end, I concentrate my efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.
I began my career with UBS in the mid 80's, along with my 40 years of experience I have been a member of UBS advisory council and currently a member of Directors council. I am married to my wife Christie and have 4 children. In my spare time I enjoy sports, reading and playing golf with friends.
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
Senior Vice President–Wealth Management
Financial Advisor
The work of building a financial future is never done. Investment goals and needs may change as new opportunities become available. As your Financial Advisor I will review your portfolio and communicate with you regularly. I will be closely attuned to your needs and positioned to draw upon UBS Financial Services Inc.’s intellectual capital and my own experience to help design appropriate portfolios.
I develop a long-term relationship with my clients and together structure a financial plan tailored to work towards your objectives. Once your plan is complete, I carefully suggest appropriate investments designed towards your specific goals.
My mission is to provide quality service, appropriate retirement planning and investment advice customized to your needs. My goal is to be your primary source of financial advice. To this end, I concentrate my efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.
I began my career with UBS in the mid 80's, along with my 40 years of experience I have been a member of UBS advisory council and currently a member of Directors council. I am married to my wife Christie and have 4 children. In my spare time I enjoy sports, reading and playing golf with friends.
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
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.
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.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
