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$3.9 trillion
In invested assets globally
As of 12/31/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Vice President–Wealth Management
I have twenty years of experience in financial and client services, including four years at UBS in Switzerland. Prior to joining UBS in Vero Beach, I worked at Deutsche Bank and UBS Private Banking as the Chief Information Officer. I enjoy applying my executive management skills to meet my clients' needs.
A graduate from University of Wisconsin-Stout, I earned a Bachelor of Science degree. My M.B.A. is from Maastricht School of Management, the Netherlands.
Most recently, I earned the Certified Divorce Financial Analyst designation. This allows me to help clients understand the ramifications of divorce and how the decisions they make now will have an immediate impact and may also affect them financial 5, 10 or 30 years from now.
Education
Credentials
Vice President–Wealth Management
I have twenty years of experience in financial and client services, including four years at UBS in Switzerland. Prior to joining UBS in Vero Beach, I worked at Deutsche Bank and UBS Private Banking as the Chief Information Officer. I enjoy applying my executive management skills to meet my clients' needs.
A graduate from University of Wisconsin-Stout, I earned a Bachelor of Science degree. My M.B.A. is from Maastricht School of Management, the Netherlands.
Most recently, I earned the Certified Divorce Financial Analyst designation. This allows me to help clients understand the ramifications of divorce and how the decisions they make now will have an immediate impact and may also affect them financial 5, 10 or 30 years from now.
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
