Email Me
$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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
