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$7 trn
UBS Group invested assets
As of 12/31/2025
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Managing Director–Wealth Management
Financial Advisor
I have been assisting individuals in the area of wealth management for 24 years, concentrating my efforts in the area of Equity Plan Advisory Services and the management of equity plan administration and implementation for my team, The Schoff Group. I specialize in executive services and bring 24 years experience in section 16b transactions, rule 144 trades, and 10b5-1 trading plans to my clients. My team takes the capabilities of UBS, a global powerhouse and delivers them to you as a uniquely objective boutique.
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
Managing Director–Wealth Management
Financial Advisor
I have been assisting individuals in the area of wealth management for 24 years, concentrating my efforts in the area of Equity Plan Advisory Services and the management of equity plan administration and implementation for my team, The Schoff Group. I specialize in executive services and bring 24 years experience in section 16b transactions, rule 144 trades, and 10b5-1 trading plans to my clients. My team takes the capabilities of UBS, a global powerhouse and delivers them to you as a uniquely objective boutique.
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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
