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$5+ trillion
In invested assets globally
As of 11/07/2023
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
I graduated from the U.S Military Academy in 1985. In 1990 after five years of commissioned service in the United States Army as a Transportation Officer, I joined the Norfolk office of what was then, Kidder, Peabody & Co. Having been assigned to Fort Eustis, Virginia, my family and I experienced the benefits of living in Hampton Roads and were eager to remain in the community. An avid sports enthusiast, I have been active in several youth athletic programs. I am married with two adult children and live in Smithfield, Virginia.
Education
Credentials
Senior Vice President–Wealth Management
I graduated from the U.S Military Academy in 1985. In 1990 after five years of commissioned service in the United States Army as a Transportation Officer, I joined the Norfolk office of what was then, Kidder, Peabody & Co. Having been assigned to Fort Eustis, Virginia, my family and I experienced the benefits of living in Hampton Roads and were eager to remain in the community. An avid sports enthusiast, I have been active in several youth athletic programs. I am married with two adult children and live in Smithfield, Virginia.
Education
Credentials
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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
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