$7 trn
UBS Group invested assets
As of 12/31/2025
Our name speaks volumes about what matters most to Hatteras Wealth Management Group. Like the Cape Hatteras Lighthouse, our team is committed to helping business owners, senior executives and successful families navigate difficult financial waters, manage risk and pursue their most important long-term goals. We bring a thoughtful mix of diverse experience, multigenerational perspective and a disciplined, repeatable planning process to each relationship.
With access to the global platforms and solutions of UBS and our “extended team” of firm-wide specialists in wealth management, we are here to provide you with the insights, resources and confidence you need to make well-informed decisions to help protect the financial well-being of your family, your business and your future.
The greater your financial success, the greater your need for customized planning advice. Using our advanced planning approach, we can help you clarify your priorities and then follow a customized goals-based course of action for pursuing what matters most to you and your family, and addressing any challenges along the way.
Executive Director
Wealth Planning Strategist

Executive Director
Senior Strategist, Family Advisory and Philanthropy Services

NMLS #797777
Senior Wealth Management Banker, UBS Bank USA, N.A.

Executive Director
Life Insurance Planning Consultant
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager