$7 trn
UBS Group invested assets
As of 12/31/2025
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
Joined UBS in December of 2011 after having spent 7 years at Morgan Stanley as a Directors Club Member and 13 years at Merrill Lynch as a Chairman's Club Member. Graduated from Ferris State University in Michigan, with B.A. in Business. Played college ice hockey and one year of professional minor - league ice hockey before becoming an advisor. Married with 3 children residing in Bergen County. Coaches youth hockey, football and lacrosse.
CA insurance license #: 5719673
Education
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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