$5+ trillion
In invested assets globally
As of 11/07/2023
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager