Senior Vice President–Wealth Management
I am one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.
I understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. That's why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, I call upon the advisory and investment brokerage capabilities of UBS – one of the world's largest wealth management firms.
I began my career in March of 1985 and shortly thereafter was tested by fire in the unprecedented correction of 1987. Needless to say the years have provided fertile fields (1996, 2002 and 2008 among a few) to hone my investment skills and theories. These years and experiences have confirmed a thought I subscribed to in 1985. Investing, as in life, is about the basics and the details that lead to success. FINRA registered, I hold Series 3, 7 and 63 licenses, as wells as, licenses for Fixed and Variable Annuities. Over the years I have assisted clients in many areas such as retirement planning, educational funding, charitable giving and estate planning.
A long resident of Fresno, my wife Julie and I have two perfect daughters that consume a majority of our time.