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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.
Senior Vice President–Wealth Management
Financial Advisor
I leverage years of investment experience and a no-nonsense approach to personally assist organizations with their retirement plans as well as individuals and families manage their wealth through all stages of life. Through UBS I assist clients in areas such as corporate retirement plans (401K, 403B...), financial planning*, college saving, the development and implementation of estate planning strategies and strategic charitable giving. In the past I have served as a keynote speaker before industry professionals, been quoted as an industry authority in leading business and trade publications (including Investor’s Business Daily), as well as a featured guest lecturer at The George Washington University in Washington, DC.
*Financial planning services are provided in our capacity as registered investment advisors
Personal & Community
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
I leverage years of investment experience and a no-nonsense approach to personally assist organizations with their retirement plans as well as individuals and families manage their wealth through all stages of life. Through UBS I assist clients in areas such as corporate retirement plans (401K, 403B...), financial planning*, college saving, the development and implementation of estate planning strategies and strategic charitable giving. In the past I have served as a keynote speaker before industry professionals, been quoted as an industry authority in leading business and trade publications (including Investor’s Business Daily), as well as a featured guest lecturer at The George Washington University in Washington, DC.
*Financial planning services are provided in our capacity as registered investment advisors
Personal & Community
Education
Credentials
Lets connect
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$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
