$5+ trillion
In invested assets globally
As of 11/07/2023
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Account Vice President
Financial Advisor
Since 2005 with UBS, I have helped my clients navigate through some rather uncomfortable market volatility and difficult economic times. We were able to do so because we had a plan in place that focused on each client's personal financial goals. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning. My bachelor’s degree in management is from Texas Tech University. My interests include Texas Scottish Rite Hospital for Children, Education Reform in Dallas and all outdoor activities.
Education
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$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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