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Global leader
UBS is a leading and truly global wealth manager
Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.
I began my career in 1991 at the National Association of Investors Corporation (NAIC), a non-profit that provides investment education to individuals and investment clubs (www.betterinvesting.org). I worked in various areas; educational seminars, membership services, product development, marketing, advertising, sales and corporate membership. As a director, I worked with finance executives at Fortune 500 companies to help develop shareholder and employee investment education programs. NAIC provided me the experience to advance my skills in many areas; developing new educational programs, creating new products, building membership and advising corporate leaders.
I joined Merrill Lynch in 2005 as a financial advisor. As a team advisor, I attracted new clients, built assets and developed new programs to educate and advise clients and other groups within the community. My team moved to UBS Financial Services in 2012. I use my professional experience and knowledge to educate and help families, small businesses and nonprofits with their strategic investment planning – helping them reach financial and strategic goals. We focus on educating our clients to help them create and follow their plan to become successful lifetime investors.
Personal Background
I am actively involved in the Detroit area community by serving as a volunteer with the Troy Historical Society, Troy Chamber of Commerce, Ronald McDonald House Detroit, Wayne State University Alumni Association and involvement in other local community and church events. I have dedicated time to Dale Carnegie, Boy Scouts of America, United Way and Salvation Army. My personal interests include antiques, Michigan history, classic automobiles, sailing and skiing. I live in Troy, Michigan with my wife, Kathleen (an elementary education teacher) and our children Nathan and Justin.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
I began my career in 1991 at the National Association of Investors Corporation (NAIC), a non-profit that provides investment education to individuals and investment clubs (www.betterinvesting.org). I worked in various areas; educational seminars, membership services, product development, marketing, advertising, sales and corporate membership. As a director, I worked with finance executives at Fortune 500 companies to help develop shareholder and employee investment education programs. NAIC provided me the experience to advance my skills in many areas; developing new educational programs, creating new products, building membership and advising corporate leaders.
I joined Merrill Lynch in 2005 as a financial advisor. As a team advisor, I attracted new clients, built assets and developed new programs to educate and advise clients and other groups within the community. My team moved to UBS Financial Services in 2012. I use my professional experience and knowledge to educate and help families, small businesses and nonprofits with their strategic investment planning – helping them reach financial and strategic goals. We focus on educating our clients to help them create and follow their plan to become successful lifetime investors.
Personal Background
I am actively involved in the Detroit area community by serving as a volunteer with the Troy Historical Society, Troy Chamber of Commerce, Ronald McDonald House Detroit, Wayne State University Alumni Association and involvement in other local community and church events. I have dedicated time to Dale Carnegie, Boy Scouts of America, United Way and Salvation Army. My personal interests include antiques, Michigan history, classic automobiles, sailing and skiing. I live in Troy, Michigan with my wife, Kathleen (an elementary education teacher) and our children Nathan and Justin.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
51 countries
Our global footprint
