$6.9 trn
UBS Group invested assets
As of 10/29/2025
My focus is on understanding my clients' personal goals and building a clear and comprehensive financial plan to support them. As your financial partner, I take the time necessary to understand your needs and implement a customized wealth management plan for you.
My clients are busy—they seek clear, simple, candid solutions. My passion for helping families achieve their goals, coupled with over 20 years of financial planning experience for large corporations and families, better enables me to strive to bring best-of-class service to my clients.
First Vice President–Wealth Management
Financial Advisor
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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