Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
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
Financial Advisor
I started my financial services career in 1986 with Thomson McKinnon Securities, later joining Merrill Lynch, where I focused on business succession and wealth transfer strategies. I joined UBS in 2015.
My practice is focused on helping clients to address their financial needs today and to create a road map toward their future goals, including a legacy for children and grandchildren.
My greatest professional satisfaction is derived from assisting clients in integrating their financial lives so that they can pursue their personal and financial objectives.
As a Portfolio Manager in the UBS Portfolio Management Program (PMP), I manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance to my clients.
I am also a CERTIFIED FINANCIAL PLANNER™ (CFP), a designation awarded by the Certified Financial Planner Board of Standards, Inc., and hold the Chartered Life Underwriter® (CLU) designation.
I earned my bachelor's degree from Kansas State University. I stay active in my community through the Eastland Community Foundation, the Gamma Chi Chapter of Kappa Sigma's Gift Fund, and currently sit on the board of Big Brothers Big Sisters of Greater Kansas City. In addition, I am a member of the Kansas City Estate Planning Society.
I live with my wife Mimi in Lee's Summit, Missouri, and we have two sons, Mike and Alex.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
I started my financial services career in 1986 with Thomson McKinnon Securities, later joining Merrill Lynch, where I focused on business succession and wealth transfer strategies. I joined UBS in 2015.
My practice is focused on helping clients to address their financial needs today and to create a road map toward their future goals, including a legacy for children and grandchildren.
My greatest professional satisfaction is derived from assisting clients in integrating their financial lives so that they can pursue their personal and financial objectives.
As a Portfolio Manager in the UBS Portfolio Management Program (PMP), I manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance to my clients.
I am also a CERTIFIED FINANCIAL PLANNER™ (CFP), a designation awarded by the Certified Financial Planner Board of Standards, Inc., and hold the Chartered Life Underwriter® (CLU) designation.
I earned my bachelor's degree from Kansas State University. I stay active in my community through the Eastland Community Foundation, the Gamma Chi Chapter of Kappa Sigma's Gift Fund, and currently sit on the board of Big Brothers Big Sisters of Greater Kansas City. In addition, I am a member of the Kansas City Estate Planning Society.
I live with my wife Mimi in Lee's Summit, Missouri, and we have two sons, Mike and Alex.
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
