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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.
Senior Vice President–Wealth Management
Financial Advisor
I help individuals and families make clear, well-reasoned financial decisions throughout life's transitions, ones that can shape long‑term security, independence, and legacy.
Born and raised in London, England, I began my career during the Technology Bubble and have spent decades guiding clients through opportunity and uncertainty across multiple market cycles, including periods of extreme volatility.
I work primarily with corporate executives, affluent families, and business owners who are nearing or in retirement. My focus is investment management, retirement income planning, and financial planning for clients facing increasingly complex scenarios with real consequences.
I leverage my experience and perspective to help you make confident choices - aligning investments, cash flow, liabilities, and tax considerations into a focused strategy. Through disciplined portfolio management and tax‑efficient planning, I help you build, enjoy, and ultimately pass on your wealth to the people and causes that matter most to you.
CA Insurance License #0E60352 Insurance Agency Inc. License UBS#0512985
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
I help individuals and families make clear, well-reasoned financial decisions throughout life's transitions, ones that can shape long‑term security, independence, and legacy.
Born and raised in London, England, I began my career during the Technology Bubble and have spent decades guiding clients through opportunity and uncertainty across multiple market cycles, including periods of extreme volatility.
I work primarily with corporate executives, affluent families, and business owners who are nearing or in retirement. My focus is investment management, retirement income planning, and financial planning for clients facing increasingly complex scenarios with real consequences.
I leverage my experience and perspective to help you make confident choices - aligning investments, cash flow, liabilities, and tax considerations into a focused strategy. Through disciplined portfolio management and tax‑efficient planning, I help you build, enjoy, and ultimately pass on your wealth to the people and causes that matter most to you.
CA Insurance License #0E60352 Insurance Agency Inc. License UBS#0512985
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
Credentials
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
