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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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