Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
David brings over 13 years of financial services experience to his work as a financial advisor at UBS Financial Services, Inc. He focuses on individual company research, planning, and mutual fund analysis.
- David studied at George Fox University and Western Oregon University, graduating with a Bachelor of Science degree.
- After college, David worked in non-profit management focusing on youth development. David is involved in many community organizations, including Scouts BSA, the Holly Theater, and the YMCA.
David and his wife, Lyndi, both grew up in Medford and have three children. In the evenings, you may find David performing with his band, or acting in a community theater production.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
David brings over 13 years of financial services experience to his work as a financial advisor at UBS Financial Services, Inc. He focuses on individual company research, planning, and mutual fund analysis.
- David studied at George Fox University and Western Oregon University, graduating with a Bachelor of Science degree.
- After college, David worked in non-profit management focusing on youth development. David is involved in many community organizations, including Scouts BSA, the Holly Theater, and the YMCA.
David and his wife, Lyndi, both grew up in Medford and have three children. In the evenings, you may find David performing with his band, or acting in a community theater production.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
