$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
I'm a third generation Nevadan as well as a third generation UCLA alum. I've been raising four amazing kids the past decade. I've lived, worked, and travelled across the globe and this has given me a good sense of how geopolitical events can affect investments. My wife is a noted fashion photographer from New Zealand and Milan. My father managed large brokerage firm branch offices for decades, so I grew up in the financial services industry.
Education
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager