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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
An investment professional in the financial services industry since 1998, Mike focuses on wealth building strategies and has helped manage his client's wealth through good times and bad. Mike began his career with Paine Webber which was acquired by UBS in 2000. Mike is a graduate of the University of Notre Dame where he earned his degree in Business Administration while majoring in Finance. Mike and his wife Cara live in Tulsa where they are raising their three children.
Mike has his California Insurance License-License No.0I25274 and Arkansas Insurance License- License No. 3789399.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
An investment professional in the financial services industry since 1998, Mike focuses on wealth building strategies and has helped manage his client's wealth through good times and bad. Mike began his career with Paine Webber which was acquired by UBS in 2000. Mike is a graduate of the University of Notre Dame where he earned his degree in Business Administration while majoring in Finance. Mike and his wife Cara live in Tulsa where they are raising their three children.
Mike has his California Insurance License-License No.0I25274 and Arkansas Insurance License- License No. 3789399.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$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
