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$6 trn
UBS Group invested assets
As of 12/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Throughout my life I have encountered many challenges both
personal and financial. While none of these events seemed related
as they occurred I easily recognize now that each one connected
to the next to uniquely qualify me for the work I am so proud of
today.
The foundation of my career was built during my years as a public
school teacher which gave me the skills I now use to effectively
communicate complex and sometimes daunting financial concepts.
In 2022 I joined UBS as a member of the RMH Group and together
we manage over $400 million in client assets (as of 12.2023). We use a consultative process to gain a detailed and
very personal understanding of our clients’ deepest values and
goals. Together we explore their relationship with money, recognize
potential roadblocks and remove barriers where needed. We then
work to help them build the bridge that connects their values and
goals with their money. Each bridge is a personalized construction
that supports their unique needs and spans the entire spectrum of
possibilities.
I thrive on taking a holistic approach to assisting my wonderful
clients with their financial planning and wealth management needs.
I strive to contribute time and resources to my community through
my volunteer work with many vital cultural and social service
organizations and find time now and again to knit, garden, walk
on the beach, kayak and cook for friends and family. I divide my
time between my homes in Florida and Maine and cherish my time
with family, friends and my delightful furry companion Nisha in
both locations.
Personal & Community
Education
Credentials
Senior Vice President–Wealth Management
Throughout my life I have encountered many challenges both
personal and financial. While none of these events seemed related
as they occurred I easily recognize now that each one connected
to the next to uniquely qualify me for the work I am so proud of
today.
The foundation of my career was built during my years as a public
school teacher which gave me the skills I now use to effectively
communicate complex and sometimes daunting financial concepts.
In 2022 I joined UBS as a member of the RMH Group and together
we manage over $400 million in client assets (as of 12.2023). We use a consultative process to gain a detailed and
very personal understanding of our clients’ deepest values and
goals. Together we explore their relationship with money, recognize
potential roadblocks and remove barriers where needed. We then
work to help them build the bridge that connects their values and
goals with their money. Each bridge is a personalized construction
that supports their unique needs and spans the entire spectrum of
possibilities.
I thrive on taking a holistic approach to assisting my wonderful
clients with their financial planning and wealth management needs.
I strive to contribute time and resources to my community through
my volunteer work with many vital cultural and social service
organizations and find time now and again to knit, garden, walk
on the beach, kayak and cook for friends and family. I divide my
time between my homes in Florida and Maine and cherish my time
with family, friends and my delightful furry companion Nisha in
both locations.
Personal & Community
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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