Senior Vice President–Wealth Management
David is a Senior Vice President and has been a financial advisor for high net worth families for over 30 years. He joined UBS in 1999 after spending 12 years with Merrill Lynch in Kansas City, Missouri. Since joining UBS, David has earned the Certified Private Wealth Advisor (CPWA®) designation as well as becoming one of a small number of UBS Financial Advisors nominated for, and earning, the UBS Wealth Advisor designation. David focuses on comprehensive wealth management and investment planning services. He is very attuned to and dedicated to the specialized needs of high net worth clients. David holds the series 7, 31, 63 and 65 securities licenses. He received his bachelor's degree in finance from Kansas State University. David and his wife, Angela, live in Oxford, Michigan.
California Insurance License 0E95983
Senior Wealth Strategy Associate
Since joining UBS in 2000, Amy has exceled at creating a consistent and smooth client service experience. Amy’s outstanding service has been recognized locally and by the Firm. Amy has served as an office and firm-wide training resource and mentor. In her role as Senior Wealth Strategy Associate, Amy is laser focused on providing each client with a personalized experience. Amy holds the series 7, 9,10 and 66 securities licenses. She is a graduate of Trinity University (B.S. and M.A.T.) in San Antonio, Texas. Amy and her husband, Alan, reside in Overland Park, Kansas.