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$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:
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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