Senior Vice President–Wealth Management
Financial Advisor
I have nearly 20 years of experience in the financial services industry. Prior to joining UBS Financial Services in 2015, I was a Financial Advisor with Wells Fargo Advisors. My investment philosophy and my team's service model focus on providing individually tailored solutions to each client's unique goals and situations. A lifelong Tulsan, I graduated from the University of Tulsa with both a Bachelor of Arts degree and a Juris Doctor, and I practiced law locally before joining the financial services industry in 1997. My wife, Dana, and I have two daughters, Elise and Allison, and still reside in the Tulsa area. In my free time, I enjoy playing golf, exercising, and travelling with my family.
Senior Vice President–Wealth Management
Financial Advisor
I have nearly 20 years of experience in the financial services industry. Prior to joining UBS Financial Services in 2015, I was a Financial Advisor with Wells Fargo Advisors. My investment philosophy and my team's service model focus on providing individually tailored solutions to each client's unique goals and situations. A lifelong Tulsan, I graduated from the University of Tulsa with both a Bachelor of Arts degree and a Juris Doctor, and I practiced law locally before joining the financial services industry in 1997. My wife, Dana, and I have two daughters, Elise and Allison, and still reside in the Tulsa area. In my free time, I enjoy playing golf, exercising, and travelling with my family.
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.
Email Me
