Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Vice President–Wealth Management
Financial Advisor
My work focuses upon the integration of personal and corporate wealth management. I’ve especially constructed a wealth advising practice to serve the unique needs of private and family business owners. My team possesses a deep knowledge of tax-advantaged ESOP sales, comprehensive business succession, exit and contingency planning, as well as how to structure key employee incentives.
I joined UBS in 2018 with over 27 years of very broad experiences in the financial services industry. Highlights include working with corporate investors at Fidelity Investments and private clients at Charles Schwab & Co. Most recently, I owned my own business, a wealth consulting firm advising family’s philanthropic interests. During this time, I gleaned rare insights into the transcendent "spiritual" aspects of wealth. I know all of my highly varied professional experiences give a much deeper meaning to my wealth advising work, and ultimately, are in full support of your best well-lived life (the "good life").
“Fun facts” about me include being a Pastor of two small churches during most of my working career (no longer) and having an Uncle who played and coached in the NBA for 15 years! My personal interests include making connections between faith, work and life, spending time with family and friends, curling up with a good book, watching a great movie, taking a peaceful nap, hanging over outstanding coffee, and getting outdoors to enjoy creation.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Financial Advisor
My work focuses upon the integration of personal and corporate wealth management. I’ve especially constructed a wealth advising practice to serve the unique needs of private and family business owners. My team possesses a deep knowledge of tax-advantaged ESOP sales, comprehensive business succession, exit and contingency planning, as well as how to structure key employee incentives.
I joined UBS in 2018 with over 27 years of very broad experiences in the financial services industry. Highlights include working with corporate investors at Fidelity Investments and private clients at Charles Schwab & Co. Most recently, I owned my own business, a wealth consulting firm advising family’s philanthropic interests. During this time, I gleaned rare insights into the transcendent "spiritual" aspects of wealth. I know all of my highly varied professional experiences give a much deeper meaning to my wealth advising work, and ultimately, are in full support of your best well-lived life (the "good life").
“Fun facts” about me include being a Pastor of two small churches during most of my working career (no longer) and having an Uncle who played and coached in the NBA for 15 years! My personal interests include making connections between faith, work and life, spending time with family and friends, curling up with a good book, watching a great movie, taking a peaceful nap, hanging over outstanding coffee, and getting outdoors to enjoy creation.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
