Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
I began my career at UBS when I partnered with my father in the summer of
2012. Prior to joining UBS, I started in the financial services field in banking,
working with home equity and mortgage clients for over 7 years. From that
experience, I developed a desire to have a more meaningful impact on working
with individuals and their overall financial needs.
My focus is on assisting clients with their overall wealth management needs,
specifically through the financial planning process. With the comprehensive
financial plan, I establish an ongoing dialogue addressing clients' concerns
including asset allocation, liability and risk management, and analyzing
insurance needs. The aim of the planning process is to give clients a roadmap
to guide them through the accumulation and then retirement phases of their
lives.
I earned my degree in Finance from Xavier University where I am currently
involved in the Mentor Program. While at Xavier, I competed as a member of
the golf team. I earned the Atlantic 10 Conference Scholar-Athlete of the Year
award as a senior, maintaining a delicate balance of golf and academics. After
graduation, I continued to develop my talent for golf, pursuing a career as a
professional golfer for 3 years and I still enjoy hitting the links these days in
my free time. My wife Meghan and I are busy raising our three young children
in Anderson Township.
Senior Vice President–Wealth Management
Financial Advisor
I began my career at UBS when I partnered with my father in the summer of
2012. Prior to joining UBS, I started in the financial services field in banking,
working with home equity and mortgage clients for over 7 years. From that
experience, I developed a desire to have a more meaningful impact on working
with individuals and their overall financial needs.
My focus is on assisting clients with their overall wealth management needs,
specifically through the financial planning process. With the comprehensive
financial plan, I establish an ongoing dialogue addressing clients' concerns
including asset allocation, liability and risk management, and analyzing
insurance needs. The aim of the planning process is to give clients a roadmap
to guide them through the accumulation and then retirement phases of their
lives.
I earned my degree in Finance from Xavier University where I am currently
involved in the Mentor Program. While at Xavier, I competed as a member of
the golf team. I earned the Atlantic 10 Conference Scholar-Athlete of the Year
award as a senior, maintaining a delicate balance of golf and academics. After
graduation, I continued to develop my talent for golf, pursuing a career as a
professional golfer for 3 years and I still enjoy hitting the links these days in
my free time. My wife Meghan and I are busy raising our three young children
in Anderson Township.
Senior Client Associate
Senior Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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