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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Your financial success has brought great opportunity and, likely, complicated challenges. At Crossroads Wealth Management, 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. Please visit our team website at UBSCrossroads.
Senior Vice President–Wealth Management
Financial Advisor
As a veteran Wealth Advisor at UBS, I work toward optimal management of my clients' wealth, with the goal of making real the hopes held for their lives and those they love. As UBS aptly says, I offer my clients "Advice. Beyond Investing." In more than 20 years as an advisor, I have learned that the best path to outstanding results is listening closely to my clients -- discovering not only what they want, but also what they wish for. Only then, can I guide them toward what steps might make that happen. I maintain a client-focused practice, managing and protecting the hard-earned wealth of a select number of high net worth individuals and families.
I joined UBS in 2007, having spent the first 13 years of my financial services career working as an investment advisor and regional brokerage manager for two Midwestern banks. Over these decades, I have gained experience advising clients of ultra high net worth as well as those who were just beginning to save and invest. The range of advice and planning called for has been broad, deep and highly varied. I have been privileged to guide my clients through life-changing events – retirement, divorce, sale of a business, death of a loved one.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
As a veteran Wealth Advisor at UBS, I work toward optimal management of my clients' wealth, with the goal of making real the hopes held for their lives and those they love. As UBS aptly says, I offer my clients "Advice. Beyond Investing." In more than 20 years as an advisor, I have learned that the best path to outstanding results is listening closely to my clients -- discovering not only what they want, but also what they wish for. Only then, can I guide them toward what steps might make that happen. I maintain a client-focused practice, managing and protecting the hard-earned wealth of a select number of high net worth individuals and families.
I joined UBS in 2007, having spent the first 13 years of my financial services career working as an investment advisor and regional brokerage manager for two Midwestern banks. Over these decades, I have gained experience advising clients of ultra high net worth as well as those who were just beginning to save and invest. The range of advice and planning called for has been broad, deep and highly varied. I have been privileged to guide my clients through life-changing events – retirement, divorce, sale of a business, death of a loved one.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
When incredible financial opportunities come your way
Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
