Senior Vice President–Wealth Management
Financial Advisor
Industry Experience:
38 Years
Prior Employment:
McDonald Investments
Prescott Ball & Turben
PricewaterhouseCoopers
Focus:
Wealth Management
Investment Planning
Corporate Retirement Plans
Taxable Fixed Income
Personal:
Past Board Member:
St. Mary's Seminary Cleveland
Jennings Center for Older Adults
St. Malachi Center
Rocky River Chamber of Commerce
Recognized as an industry leader:
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
Industry Experience:
33 Years
Prior Employment:
RBC Wealth Management
McDonald Investments
PricewaterhouseCoopers
Focus:
Wealth Management
Asset Allocation
Insurance, Annuities
Tax-free Fixed Income
Personal:
Board Member, Collaborative to End Human Trafficking
Board Member, Magnificat High School
Former Chair, Diabetes Partnership
Recognized as an industry leader:
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
Client Associate
Industry Experience:
8 Years
Prior Employment:
Talmer Bank & Trust (Private Client Services)
Focus:
Banking and Lending Services
Money Transfers
Admin Services
Education