Global leader
UBS is a world-leading wealth manager
You're an executive juggling multiple priories to help your company succeed. But what about your own financial future? Our team never underestimates the importance of financial planning when it comes to helping you make important decisions about your wealth. We view this as a business plan for your personal life, to help you measure success and inform your financial decision-making today, tomorrow and for future generations.
Senior Vice President–Wealth Management
I've spent almost fifteen years carefully crafting financial blueprints and measuring results for high net worth individuals, families and institutions.
I attended Miami University in Oxford, Ohio, earning a Bachelor of Science in Finance with a minor in Entrepreneurship. Before joining UBS as a financial advisor, I worked as an Investment Manager Research Analyst with McDonald Investments in Cleveland, Ohio.
I am married to my high school sweetheart, Kathleen. Together we spend most of our free time experiencing the world through the eyes of our two children, Abby and Jacob.
As an avid runner, I try to complete my workout before sunrise each day. I enjoy competing in races of all distances, from one mile fun runs with my daughter to ultra-marathons through the mountains on my own.
When I'm not working to improve my craft, exploring the world with our kids, or exercising; I can often be found obsessing over the Browns Super Bowl odds, the Cavs personnel decisions, or the Indians pitching rotation. Born and raised in Northeast Ohio, I am a lifelong, diehard Cleveland sports fan.
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
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
The answer to planning your future
Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?
Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.
Global leader
UBS is a world-leading wealth manager
$3.9 trillion
In invested assets globally
As of 12/31/2022
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020