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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
I am focused on helping individuals and families pursue their goals through comprehensive planning. In 2016, I met the rigorous experience, ethical, and exam requirements of the CFP® Board and became a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant. I am also an Accredited Wealth Management Advisor (AWMA®) and hold the Series 7 and 66 securities licenses as well as licenses for life insurance and variable annuities.
As a CERTIFIED FINANCIAL PLANNER™ professional I have an in-depth knowledge of the many financial planning solutions that can be tailored to each client's individual priorities, striving ultimately to deliver what clients need most today - Advice. Beyond investing.
Prior to joining UBS, I worked in education - serving as the Chief Financial and Operating Officer for a youth sports non-profit in addition to working as an administrator and teacher at two different inner city schools. I earned a Bachelor’s Degree in economics from Denison University and a Master’s Degree from the University of Notre Dame.
In my free time, I'm an avid runner, amateur guitarist, and Head Coach for Boys Varsity Lacrosse at Cretin-Derham Hall in St. Paul. I also serve on the Board of Directors for Mile in My Shoes - a Twin Cities based non-profit focused on bringing the power of running to people experiencing homelessness and other barriers. I live in Mendota Heights with my wife, Ali, and our sons, Billy and Wes and spend many summer weekends at our family cabin in Siren, WI.
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
CERTIFIED FINANCIAL PLANNER®
I am focused on helping individuals and families pursue their goals through comprehensive planning. In 2016, I met the rigorous experience, ethical, and exam requirements of the CFP® Board and became a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant. I am also an Accredited Wealth Management Advisor (AWMA®) and hold the Series 7 and 66 securities licenses as well as licenses for life insurance and variable annuities.
As a CERTIFIED FINANCIAL PLANNER™ professional I have an in-depth knowledge of the many financial planning solutions that can be tailored to each client's individual priorities, striving ultimately to deliver what clients need most today - Advice. Beyond investing.
Prior to joining UBS, I worked in education - serving as the Chief Financial and Operating Officer for a youth sports non-profit in addition to working as an administrator and teacher at two different inner city schools. I earned a Bachelor’s Degree in economics from Denison University and a Master’s Degree from the University of Notre Dame.
In my free time, I'm an avid runner, amateur guitarist, and Head Coach for Boys Varsity Lacrosse at Cretin-Derham Hall in St. Paul. I also serve on the Board of Directors for Mile in My Shoes - a Twin Cities based non-profit focused on bringing the power of running to people experiencing homelessness and other barriers. I live in Mendota Heights with my wife, Ali, and our sons, Billy and Wes and spend many summer weekends at our family cabin in Siren, WI.
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:
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.
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
