$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Senior Vice President–Wealth Management
Financial Advisor
I am a Senior Vice President – Wealth Management, Financial Advisor, Senior Retirement Plan Consultant, and Endowment & Foundation Consultant with UBS Financial Services in West Des Moines, Iowa. I began working with UBS after a career in the NFL from 2004 – 2007. With over 17 years of industry experience my focus is on overall wealth planning and retirement plan services. To further my knowledge I obtained the Chartered Retirement Plan Specialist (CRPS) designation. I currently hold the series 7 and 66 licenses from FINRA as well as Annuity and Life Insurance Licenses.
We have a client focused and holistic approach to wealth management, while leveraging the resources of a premier global wealth management firm. This combination allows me to intimately understand what matters most to my clients while providing highly customized financial planning guidance. I believe in the time-tested applications of diversification and asset allocation in a portfolio to pursue your long-term financial goals. I pride myself on personal service that goes above and beyond so that I can truly understand my client’s needs and put a plan together which allows them to feel confident in the path moving forward.
I was born and raised in Clive, Iowa and graduated from the University of Iowa in 2003. While at Iowa as a student athlete I was awarded Academic All-Big Ten 4 times, was named a Verizon Academic All American, and won the Forest Evashevski Scholastic Achievement Award. In my free time, I enjoy the outdoors and traveling with friends and my family of five.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
I am a Senior Vice President – Wealth Management, Financial Advisor, Senior Retirement Plan Consultant, and Endowment & Foundation Consultant with UBS Financial Services in West Des Moines, Iowa. I began working with UBS after a career in the NFL from 2004 – 2007. With over 17 years of industry experience my focus is on overall wealth planning and retirement plan services. To further my knowledge I obtained the Chartered Retirement Plan Specialist (CRPS) designation. I currently hold the series 7 and 66 licenses from FINRA as well as Annuity and Life Insurance Licenses.
We have a client focused and holistic approach to wealth management, while leveraging the resources of a premier global wealth management firm. This combination allows me to intimately understand what matters most to my clients while providing highly customized financial planning guidance. I believe in the time-tested applications of diversification and asset allocation in a portfolio to pursue your long-term financial goals. I pride myself on personal service that goes above and beyond so that I can truly understand my client’s needs and put a plan together which allows them to feel confident in the path moving forward.
I was born and raised in Clive, Iowa and graduated from the University of Iowa in 2003. While at Iowa as a student athlete I was awarded Academic All-Big Ten 4 times, was named a Verizon Academic All American, and won the Forest Evashevski Scholastic Achievement Award. In my free time, I enjoy the outdoors and traveling with friends and my family of five.
Education
Credentials
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
When incredible financial opportunities come your way
Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
