Email Me
$7 trn
UBS Group invested assets
As of 12/31/2025
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
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.
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.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
