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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Our Mission
It's the important things - our families, our values, the impact we have on others that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when we talk to you about wealth management, we want to learn about those life questions that are on your mind. "How large will my nest egg be at retirement? Is it better to leave assets to your children directly or in a trust? Are my investments suitable for my profile?" Together we can find the answers.
Whatever your concerns, we can help you create a comprehensive financial plan to address your important priorities. Over the last 34 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.
Our 90 years combined professional experience provides the perspective to help you confidently prepare for opportunities and address your financial challenges. From potential growth and wealth preservation strategies to estate and legacy planning, we offer a consultative process that can help you address all aspects of your needs.
Experience to guide you forward
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Outside of Work Interests
My wife Kristi and I have been married for 33 years. We enjoy hiking, traveling, working out at the gym, eating out, going to movies and writing screenplays. As empty nesters since the Fall of 2017, we look forward to spending time with our two sons, Kramer and Cameron whenever possible.
Senior Vice President–Wealth Management
Financial Advisor
Our Mission
It's the important things - our families, our values, the impact we have on others that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when we talk to you about wealth management, we want to learn about those life questions that are on your mind. "How large will my nest egg be at retirement? Is it better to leave assets to your children directly or in a trust? Are my investments suitable for my profile?" Together we can find the answers.
Whatever your concerns, we can help you create a comprehensive financial plan to address your important priorities. Over the last 34 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.
Our 90 years combined professional experience provides the perspective to help you confidently prepare for opportunities and address your financial challenges. From potential growth and wealth preservation strategies to estate and legacy planning, we offer a consultative process that can help you address all aspects of your needs.
Experience to guide you forward
____________________________________________________________________________
Outside of Work Interests
My wife Kristi and I have been married for 33 years. We enjoy hiking, traveling, working out at the gym, eating out, going to movies and writing screenplays. As empty nesters since the Fall of 2017, we look forward to spending time with our two sons, Kramer and Cameron whenever possible.
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
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
