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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Senior 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
Senior 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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
