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Global leader
UBS is a leading and truly global wealth manager
You're an executive juggling multiple priorities 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 more than fifteen years carefully crafting financial blueprints, gauging progress and measuring results for high net worth individuals, families and institutions.
I earned a Bachelor of Science in Finance with a minor in Entrepreneurship from Miami University in Oxford, Ohio. I also obtained the CIMA® designation from the Investments & Wealth Institute™, through the Yale School of Management. Before becoming a financial advisor with UBS, 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 am 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 Guardians 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:
Senior Vice President–Wealth Management
I've spent more than fifteen years carefully crafting financial blueprints, gauging progress and measuring results for high net worth individuals, families and institutions.
I earned a Bachelor of Science in Finance with a minor in Entrepreneurship from Miami University in Oxford, Ohio. I also obtained the CIMA® designation from the Investments & Wealth Institute™, through the Yale School of Management. Before becoming a financial advisor with UBS, 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 am 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 Guardians 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.
Enabling the transfer of all you hold valuable
What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?
Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.
Global leader
UBS is a leading and truly global wealth manager
$6 trn
UBS Group invested assets
As of 12/31/2024
