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$2.8 trillion
In invested assets globally
As of 06/30/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Whatever your concerns, I can help you to address your most important priorities. Over the last 34 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue their goals.
Experience to guide you forward
– Sr. Vice President, Wealth Management, UBS, 2007 – present
– Sr. Vice President of Investments, Smith Barney & predecessor firms,
1986– 2007
My professional achievements and education
– Series 7, 65, 63, SIE, PMP securities license
– B.A., Political Science, Elmira College, Elmira, NY
Making a difference in my community
– Country Director, Bright Hope International
– Board member, Chicago Tabernacle, Chicago Illinois
Education
Senior Vice President–Wealth Management
Financial Advisor
Whatever your concerns, I can help you to address your most important priorities. Over the last 34 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue their goals.
Experience to guide you forward
– Sr. Vice President, Wealth Management, UBS, 2007 – present
– Sr. Vice President of Investments, Smith Barney & predecessor firms,
1986– 2007
My professional achievements and education
– Series 7, 65, 63, SIE, PMP securities license
– B.A., Political Science, Elmira College, Elmira, NY
Making a difference in my community
– Country Director, Bright Hope International
– Board member, Chicago Tabernacle, Chicago Illinois
Education
2022 year-end planning guide
The UBS Advanced Planning Group’s 2022 Year-End Planning Guide explores an array of planning ideas, arranged thematically, to help you refine your planning approach. Sometimes, that’s simply considering a new idea that could possibly save money on taxes. Other times, it’s finding ways to better achieve the vision for your legacy.
$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
