Email Me
$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
Kent is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients.
Kent understands wealth management is more than just a wide range of financial services and strategies; it is how those services and strategies are developed and delivered to help you pursue your goals. For this reason I offer a customized approach to wealth management, built on personal relationship and shaped by an understanding of your needs and aspirations. To assist in managing your wealth, Kent utilizes the advisory and investment brokerage capabilities of UBS Financial Services - one of the world's largest wealth management firms.
Kent and his wife, Susan, have nine children, six girls and three boys, and are very committed to their religion. Kent has been involved with Boy Scouts of America for many years as a donor and merit badge counselor. He is also very involved with the Juvenile Diabetes Research Foundation as three of his children are juvenile diabetics. The family enjoys vacationing on the coast of Southern California as many times as possible. Kent earned a B.S. in Business Administration and Management with an emphasis in Finance from Brigham Young University in Provo, Utah.
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
Kent is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients.
Kent understands wealth management is more than just a wide range of financial services and strategies; it is how those services and strategies are developed and delivered to help you pursue your goals. For this reason I offer a customized approach to wealth management, built on personal relationship and shaped by an understanding of your needs and aspirations. To assist in managing your wealth, Kent utilizes the advisory and investment brokerage capabilities of UBS Financial Services - one of the world's largest wealth management firms.
Kent and his wife, Susan, have nine children, six girls and three boys, and are very committed to their religion. Kent has been involved with Boy Scouts of America for many years as a donor and merit badge counselor. He is also very involved with the Juvenile Diabetes Research Foundation as three of his children are juvenile diabetics. The family enjoys vacationing on the coast of Southern California as many times as possible. Kent earned a B.S. in Business Administration and Management with an emphasis in Finance from Brigham Young University in Provo, Utah.
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
Global leader
UBS is a leading and truly global wealth manager
