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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
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
