$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.
Senior Vice President–Wealth Management
Financial Advisor
I began my financial services career in 1984. Over the past 30 plus years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2006 after 5 years at Piper Jaffray and a prior tenure at John G. Kinnard & Co.
I received a bachelor of Art’s degree from B.A., St. Thomas College, with Minors in Economics and Finance. I am FINRA-registered and hold Series 7, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
Away from the office I enjoy playing golf and spending time in the outdoors. My wife and I live with our three children in Edina, MN.
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Education
Credentials
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
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