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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
First Vice President–Wealth Management
With over 27 years of investment experience, I offer my clients a broad array of wealth management services. My areas of focus include asset allocation, estate planning and managed money. Prior to joining UBS, I was associated with Wachovia Securities, U.S. Bancorp Piper Jaffray and Dean Witter Reynolds. Currently a Financial Advisor at the UBS branch office in Tucson, Arizona, I attended Ohio State University and the University of Arizona and was awarded a B.A. degree in accounting and finance.
In my free time I enjoy RV camping and boating. My wife Julie and I have raised five children.
Education
First Vice President–Wealth Management
With over 27 years of investment experience, I offer my clients a broad array of wealth management services. My areas of focus include asset allocation, estate planning and managed money. Prior to joining UBS, I was associated with Wachovia Securities, U.S. Bancorp Piper Jaffray and Dean Witter Reynolds. Currently a Financial Advisor at the UBS branch office in Tucson, Arizona, I attended Ohio State University and the University of Arizona and was awarded a B.A. degree in accounting and finance.
In my free time I enjoy RV camping and boating. My wife Julie and I have raised five children.
Education
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
