Wealth Strategy Associate
I have been in the financial services industry for more than 10 years, joining UBS late in 2013 as a Wealth Strategy Associate in partnership with MaryBeth Walker.
Over the years, I have served as an Investment Analyst, Operations Manager, and Financial Advisor. I hold a Bachelor of Science degree with a dual major in Marine Biology and Ecology from Florida Institute of Technology. After spending some time on the East Coast working in my field, I found myself longing for the slower pace and family/friends of the Midwest and moved back to Indiana in 2004.
Looking for fresh challenges, I embarked upon a new career path, accepting a position as Client Service Associate at Smith Barney. There I grew steadily in experience and responsibility over the next seven years (2004-2011). I served as Office Manager with Peloton Wealth Strategists for the next two years (2012-2013).
I live in Indianapolis and enjoy remodeling my new home, boxing and other fitness sports, and my rambunctious dog Shelby.
Education
Wealth Strategy Associate
I have been in the financial services industry for more than 10 years, joining UBS late in 2013 as a Wealth Strategy Associate in partnership with MaryBeth Walker.
Over the years, I have served as an Investment Analyst, Operations Manager, and Financial Advisor. I hold a Bachelor of Science degree with a dual major in Marine Biology and Ecology from Florida Institute of Technology. After spending some time on the East Coast working in my field, I found myself longing for the slower pace and family/friends of the Midwest and moved back to Indiana in 2004.
Looking for fresh challenges, I embarked upon a new career path, accepting a position as Client Service Associate at Smith Barney. There I grew steadily in experience and responsibility over the next seven years (2004-2011). I served as Office Manager with Peloton Wealth Strategists for the next two years (2012-2013).
I live in Indianapolis and enjoy remodeling my new home, boxing and other fitness sports, and my rambunctious dog Shelby.
Education
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
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