$3.9 trillion
In invested assets globally
As of 12/31/2022
Senior Vice President–Wealth Management
Financial Advisor
I love serving clients as a financial advisor at UBS, and particularly enjoy helping them plan for and achieve their business goals! It has been wonderful to see clients successfully complete their commercial real estate projects. Whether they need help with growth strategies or exit planning, I enjoy working with clients to help them as they turn their possibilities into plans of action.
I work to understand my clients' needs and develop strategies to help them achieve their goals. I often work with clients and their legal and accounting professionals to help identify trust and estate needs, develop socially responsible investment portfolios, and plan for loved ones with special needs.
Previous to my career as a Financial Advisor, I served in the U.S Air Force where I specialized in international affairs. This included service as an advisor to the Joint Chiefs and as a member of interagency committees at the White House, under Presidents Bush and Obama, examining economic and foreign policy impacts of defense priorities. I continue to stay involved in economic development issues through service as a local Planning Commissioner, as well as service as an appointee to the State of Vermont’s Community Development Board.
I earned my juris doctor at Georgetown University Law Center and my AAMS™® designation from the College for Financial Planning.
I have taught at the undergraduate and graduate levels on economic policy, international affairs and law at Georgetown University, Hamline Law, and Norwich University. I have published extensively, including articles and commentary in The International Lawyer, Michigan Law Review First Impressions and Huffington Post.
Please schedule an appointment to learn more about how I can help you achieve your financial goals.
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager