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$6 trn
UBS Group invested assets
As of 12/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Helping business owners transition out of their businesses on a tax-advantaged basis is at the heart of my work. My goal is to ensure that owners can take care of themselves, their families, their employees, and the causes they care about—both now and in the future.
With a deep understanding of financial planning and wealth management, I specialize in guiding business owners and their companies through complex exit strategies. I help my clients navigate the post-transaction work, including ESOP repurchase obligation planning, creative diversification, and charitable giving solutions that benefit both the client and their community.
Since beginning my financial planning career in 1996, I have remained committed to a holistic approach that integrates every aspect of my clients’ financial lives. I earned my B.S. in Finance from The Ohio State University’s Max M. Fisher College of Business and hold the CERTIFIED FINANCIAL PLANNERTM designation. As a Senior Portfolio Manager and an honored member of the UBS Portfolio Management Program, I leverage my expertise to develop tailored, strategic plans that help clients achieve financial security and lasting impact.
Experience to guide you forward
•UBS Financial Services Inc. Senior Vice President - Investments November 2012 - Present
•Wells Fargo Advisors LLC Vice President - Investments September 2004 - November 2012
•Smith Barney Vice President - Investments September 2000 - September 2004
•Banc One Securities Vice President - Investments October 1998 - September 2000
My professional achievements and education
•Series 7, 66, 63 securities licenses
•Life, Health, Property and Casualty Insurance Licensed
•B.S., Finance, The Ohio State University
•Certified Financial Planner CFP®
Outside the office
•I live in Gahanna OH .
•I enjoy training for IRONMAN competitions.
California Insurance License 0E87460
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
Senior Vice President–Wealth Management
Helping business owners transition out of their businesses on a tax-advantaged basis is at the heart of my work. My goal is to ensure that owners can take care of themselves, their families, their employees, and the causes they care about—both now and in the future.
With a deep understanding of financial planning and wealth management, I specialize in guiding business owners and their companies through complex exit strategies. I help my clients navigate the post-transaction work, including ESOP repurchase obligation planning, creative diversification, and charitable giving solutions that benefit both the client and their community.
Since beginning my financial planning career in 1996, I have remained committed to a holistic approach that integrates every aspect of my clients’ financial lives. I earned my B.S. in Finance from The Ohio State University’s Max M. Fisher College of Business and hold the CERTIFIED FINANCIAL PLANNERTM designation. As a Senior Portfolio Manager and an honored member of the UBS Portfolio Management Program, I leverage my expertise to develop tailored, strategic plans that help clients achieve financial security and lasting impact.
Experience to guide you forward
•UBS Financial Services Inc. Senior Vice President - Investments November 2012 - Present
•Wells Fargo Advisors LLC Vice President - Investments September 2004 - November 2012
•Smith Barney Vice President - Investments September 2000 - September 2004
•Banc One Securities Vice President - Investments October 1998 - September 2000
My professional achievements and education
•Series 7, 66, 63 securities licenses
•Life, Health, Property and Casualty Insurance Licensed
•B.S., Finance, The Ohio State University
•Certified Financial Planner CFP®
Outside the office
•I live in Gahanna OH .
•I enjoy training for IRONMAN competitions.
California Insurance License 0E87460
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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