Senior Vice President–Wealth Management
Financial Advisor
Scott’s goal is to help you uncover, prioritize, and realize your key financial milestones through sound financial planning. He manages money for high net-worth families and individuals. His clients appreciate his comprehensive approach that includes wealth accumulation and management, generational planning, liability management, estate planning, tax optimization, and philanthropic strategies, into their investment advice to create a thoughtful overall financial plan. With prior experience in the insurance industry he is able to navigate through detailed insurance portfolios and leverage them to enhance your financial security.
Scott will strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.
Scott is both a Certified Financial Planner® (CFP) and a Chartered Retirement Planning Counselor® (CRPC). He is a graduate of Illinois State University with a B.S. in Business Administration. Scott is proud to be a long-time coach with the Miracle League of Las Vegas and enjoys his family time with his wife Mimi and son, Cole. He also enjoys mountain biking, spending time outdoors, and is a huge fan of Chicago sports.
The credentials that help build confidence
Certified Financial Planner™ (CFP®)
Chartered Retirement Planning Counselor (CRPC®)
UBS Directors Council
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
Scott’s goal is to help you uncover, prioritize, and realize your key financial milestones through sound financial planning. He manages money for high net-worth families and individuals. His clients appreciate his comprehensive approach that includes wealth accumulation and management, generational planning, liability management, estate planning, tax optimization, and philanthropic strategies, into their investment advice to create a thoughtful overall financial plan. With prior experience in the insurance industry he is able to navigate through detailed insurance portfolios and leverage them to enhance your financial security.
Scott will strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.
Scott is both a Certified Financial Planner® (CFP) and a Chartered Retirement Planning Counselor® (CRPC). He is a graduate of Illinois State University with a B.S. in Business Administration. Scott is proud to be a long-time coach with the Miracle League of Las Vegas and enjoys his family time with his wife Mimi and son, Cole. He also enjoys mountain biking, spending time outdoors, and is a huge fan of Chicago sports.
The credentials that help build confidence
Certified Financial Planner™ (CFP®)
Chartered Retirement Planning Counselor (CRPC®)
UBS Directors Council
Recognized as an industry leader:
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.
Senior Client Associate
Ana moved to Las Vegas from San Antonio, Texas in July 2016. She brings 25 years of financial industry experience and knowledge. Ana’s years of experience provide clients the highest level of attentive and personal service. She enjoys working with clients and makes sure their needs are her first priority. Ana holds a Series 7 (General Securities Representative) and 63 (State Securities Agent) licenses. She currently holds a Nevada Life and Health Insurance license. She is a supporter and participant of the Komen Race for the Cure and St. Jude’s Hospital. In her spare time Ana enjoys attending her son, Austin, school Jazz performances and exploring Jeep trails with her husband, Brady.
Senior Client Associate
Ana moved to Las Vegas from San Antonio, Texas in July 2016. She brings 25 years of financial industry experience and knowledge. Ana’s years of experience provide clients the highest level of attentive and personal service. She enjoys working with clients and makes sure their needs are her first priority. Ana holds a Series 7 (General Securities Representative) and 63 (State Securities Agent) licenses. She currently holds a Nevada Life and Health Insurance license. She is a supporter and participant of the Komen Race for the Cure and St. Jude’s Hospital. In her spare time Ana enjoys attending her son, Austin, school Jazz performances and exploring Jeep trails with her husband, Brady.
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.
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