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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
First Vice President–Wealth Management
Financial Advisor
Mike has over nineteen years of financial services experience and serves the needs of high net worth individuals and families, as well as professionals and businesses within the area. Mike is a graduate of the United States Military Academy at West Point, NY, where he attained a B.S. in International Affairs. Mike is active in supporting local charities and has served as a Board member of the West Point Society of New Jersey for the past eight years. Mike, and his wife, Lucy, have two grown children and reside in Columbus, NJ.
First Vice President–Wealth Management
Financial Advisor
Mike has over nineteen years of financial services experience and serves the needs of high net worth individuals and families, as well as professionals and businesses within the area. Mike is a graduate of the United States Military Academy at West Point, NY, where he attained a B.S. in International Affairs. Mike is active in supporting local charities and has served as a Board member of the West Point Society of New Jersey for the past eight years. Mike, and his wife, Lucy, have two grown children and reside in Columbus, NJ.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
