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$7 trn
UBS Group invested assets
As of 12/31/2025
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
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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
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
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