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$6 trn
UBS Group invested assets
As of 12/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
First Vice President–Wealth Management
Focus and experience
My work ethic is simple and powerful. It is based on the value of collaboration. I work side by side with you, taking the time to understand your individual needs and ambitions. The deep understanding, combined with the powerful global resources of UBS, will lay the foundation for a lasting relationship.
For the Past 28 years I've enjoyed working with clients nationwide as a financial advisor. I'm licensed in over 20 states in both securities and insurance.
My advanced certifications have included a Certified Financial Planner (CFP®) designation from the University of Colorado, Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services and lastly, the Certified Wealth Strategist (CWS®) designation from Cannon Financial Institute. Recently, I have completed training to receive my Wealth Advisor designation from UBS. I attended the Wharton School of Business at the University of Pennsylvania and received my Masters from the Florida Institute of Technology.
I have always loved to learn and am committed to pursuing opportunities to advance my knowledge for the benefit of my clients. I've been married to my husband, Mel, for over 20 years. In our spare time, we enjoy traveling and spending time with our friends and family.
Licenses held: FINRA Series 3, 7, 8, 63, and 65 licenses as well as life, health, variable annuities and long term care licenses.
Education
Credentials
First Vice President–Wealth Management
Focus and experience
My work ethic is simple and powerful. It is based on the value of collaboration. I work side by side with you, taking the time to understand your individual needs and ambitions. The deep understanding, combined with the powerful global resources of UBS, will lay the foundation for a lasting relationship.
For the Past 28 years I've enjoyed working with clients nationwide as a financial advisor. I'm licensed in over 20 states in both securities and insurance.
My advanced certifications have included a Certified Financial Planner (CFP®) designation from the University of Colorado, Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services and lastly, the Certified Wealth Strategist (CWS®) designation from Cannon Financial Institute. Recently, I have completed training to receive my Wealth Advisor designation from UBS. I attended the Wharton School of Business at the University of Pennsylvania and received my Masters from the Florida Institute of Technology.
I have always loved to learn and am committed to pursuing opportunities to advance my knowledge for the benefit of my clients. I've been married to my husband, Mel, for over 20 years. In our spare time, we enjoy traveling and spending time with our friends and family.
Licenses held: FINRA Series 3, 7, 8, 63, and 65 licenses as well as life, health, variable annuities and long term care licenses.
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
