Email Me
$3.9 trillion
In invested assets globally
As of 12/31/2022
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
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
