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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Vice President–Wealth Management
Financial Advisor
My career began as a Financial Advisor with Merrill Lynch in 1984. I joined PaineWebber/UBS in 1994. Having spent the bulk of my career in the Houston area, I transferred to the Austin UBS branch in 2007, moving my family to central Texas to the small town of Bastrop. My wife, Christina and I have three daughters; our nineteen year old Virginia lives in Austin and is an audio engineer and music producer. Tara, twenty-nine, is a Petty Officer 1st class in the US Coast Guard stationed aboard the Cutter Sea Lion out of Bellingham WA., she is married to Sean who is also serving in the Coast Guard. Nicole our oldest, thirty-two also lives in Austin and owns and operates her own Pre-school. She is married to Chris who works for SXSW and is a tour manager for two bands.
When I'm away from the office my interests are fishing, working on my raw property, and improving my golf game. I also enjoy volunteering for venues such as Habitat for Humanity and most recently American Youthworks.
Vice President–Wealth Management
Financial Advisor
My career began as a Financial Advisor with Merrill Lynch in 1984. I joined PaineWebber/UBS in 1994. Having spent the bulk of my career in the Houston area, I transferred to the Austin UBS branch in 2007, moving my family to central Texas to the small town of Bastrop. My wife, Christina and I have three daughters; our nineteen year old Virginia lives in Austin and is an audio engineer and music producer. Tara, twenty-nine, is a Petty Officer 1st class in the US Coast Guard stationed aboard the Cutter Sea Lion out of Bellingham WA., she is married to Sean who is also serving in the Coast Guard. Nicole our oldest, thirty-two also lives in Austin and owns and operates her own Pre-school. She is married to Chris who works for SXSW and is a tour manager for two bands.
When I'm away from the office my interests are fishing, working on my raw property, and improving my golf game. I also enjoy volunteering for venues such as Habitat for Humanity and most recently American Youthworks.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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