$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Senior Vice President–Wealth Management
Athletes and Entertainers Consultant
As a successful entrepreneur, executive or entertainment professional, your energy and ambition have put you at the top of your industry. With such success comes complexity. You have the vision, but also need a financial plan and portfolio that keep pace with your dynamic personal and professional goals.
Today, more than ever, you need the close collaboration, access and resources of a wealth management team that shares your drive, understands your unique challenges and works closely with you and your family to help simplify your financial world.
My team offers:
A comprehensive planning approach for your family and your future
We are committed to helping you meet your liquidity, longevity, and legacy needs by offering advice and resources for each component of your financial life.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Athletes and Entertainers Consultant
As a successful entrepreneur, executive or entertainment professional, your energy and ambition have put you at the top of your industry. With such success comes complexity. You have the vision, but also need a financial plan and portfolio that keep pace with your dynamic personal and professional goals.
Today, more than ever, you need the close collaboration, access and resources of a wealth management team that shares your drive, understands your unique challenges and works closely with you and your family to help simplify your financial world.
My team offers:
A comprehensive planning approach for your family and your future
We are committed to helping you meet your liquidity, longevity, and legacy needs by offering advice and resources for each component of your financial life.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
A plan for navigating your wealth
Over the past 30 years, I have had the privilege of advising a diverse group of successful entertainment professionals. Our team understands the unique challenges and opportunities that come from working in a highly creative industry.
Whatever your role—senior executive, working professional or creative artist—your life has unique and variable characteristics, earnings profile and career span. Our team knows the industry, the importance of close collaboration with your team of trusted advisors, and will help you customize financial strategies that reflect the unique aspects of your profession.
We work with creative and focused clients who are sophisticated in their fields, and they look for the same qualities in their wealth advisor. They count on our team for the confidence and conviction that come from a comprehensive approach.
The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. The advisor paid a fee to display the rating logo in connection with the award.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. The advisor paid a fee to display the rating logo in connection with the award.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
When incredible financial opportunities come your way
Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Wealth Strategy Associate
Senior Vice President–Wealth Management
Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
