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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
