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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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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
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
