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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
Financial Advisor
Over the past 27 years, Kurt has helped clients manage their wealth throughout good times and bad. He joined UBS in 2014 to provide his clients a new wealth management experience.
Kurt earned his bachelor's degree in finance from the University of Illinois and an M.B.A. from the University of Colorado at Denver. Kurt lives in the foothills of southwest Denver where he raised two children and enjoys practicing guitar, mountain biking and swimming.
First Vice President–Wealth Management
Financial Advisor
Over the past 27 years, Kurt has helped clients manage their wealth throughout good times and bad. He joined UBS in 2014 to provide his clients a new wealth management experience.
Kurt earned his bachelor's degree in finance from the University of Illinois and an M.B.A. from the University of Colorado at Denver. Kurt lives in the foothills of southwest Denver where he raised two children and enjoys practicing guitar, mountain biking and swimming.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
