Email Me
$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
By managing all aspects of their financial life , we help provide for all of our clients the confidence to pursue the life they envision.
Senior Vice President–Wealth Management
Financial Advisor
Prior to entering the financial services industry in 1997, Holidae worked as an attorney specializing in banking and securities. She became fascinated by the markets and the crucial role that finances play in everyone’s lives. Now, as a Financial Advisor, Holidae blends her compassion for people with a strong legal and financial background. Having worked as an attorney for the Federal Reserve and the Senate Banking Committee, she has a deep appreciation and knowledge of the importance of laws and regulations, as well as the strong ethics required of someone who serves as a fiduciary.
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.
Senior Vice President–Wealth Management
Financial Advisor
Prior to entering the financial services industry in 1997, Holidae worked as an attorney specializing in banking and securities. She became fascinated by the markets and the crucial role that finances play in everyone’s lives. Now, as a Financial Advisor, Holidae blends her compassion for people with a strong legal and financial background. Having worked as an attorney for the Federal Reserve and the Senate Banking Committee, she has a deep appreciation and knowledge of the importance of laws and regulations, as well as the strong ethics required of someone who serves as a fiduciary.
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.
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.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
