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$2.8 trillion
In invested assets globally
As of 06/30/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
As a goal based financial planner, Michael's focus is to offer the highest level of comprehensive financial planning. By taking the time to understand each client's unique circumstances, he can help create and implement strategies to fit their needs. Michael currently holds the title of Vice President of Wealth Management. In 2014, Michael earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification through the College for Financial Planning. He holds the Series 6, 7, 63, and 66 securities licenses, as well as the California Life, Accident and Health Insurance license. Michael received his Bachelor's Degree in Business Finance, and his Master's Degree in Education from Loyola Marymount University, where he also competed in NCAA baseball followed by a year playing professionally. Prior to joining UBS, Michael was a Senior District Manager at ADP Inc. for 4 years serving as a small business specialist in payroll and 401k. He currently resides in Boise with his wife, Laura, and their two sons Carson and Caleb.
Personal & Community
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
As a goal based financial planner, Michael's focus is to offer the highest level of comprehensive financial planning. By taking the time to understand each client's unique circumstances, he can help create and implement strategies to fit their needs. Michael currently holds the title of Vice President of Wealth Management. In 2014, Michael earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification through the College for Financial Planning. He holds the Series 6, 7, 63, and 66 securities licenses, as well as the California Life, Accident and Health Insurance license. Michael received his Bachelor's Degree in Business Finance, and his Master's Degree in Education from Loyola Marymount University, where he also competed in NCAA baseball followed by a year playing professionally. Prior to joining UBS, Michael was a Senior District Manager at ADP Inc. for 4 years serving as a small business specialist in payroll and 401k. He currently resides in Boise with his wife, Laura, and their two sons Carson and Caleb.
Personal & Community
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
