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$6 trn
UBS Group invested assets
As of 12/31/2024
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
First Vice President–Wealth Management
For over 30 years Mike has dedicated himself to helping his clients and their families achieve their dreams by developing trusted long term relationships with them. He utilizes a comprehensive approach to financial planning to help them achieve those dreams in a manner that is designed to guide them through both good and bad markets.
Mike joined UBS in 2005 after spending the first 15 years of his career with Dean Witter/Morgan Stanley. Mike focuses on Retirement planning and has developed some unique income strategies designed to allow clients to navigate difficult markets. Mike along with his partners has designed risk management strategies and provided support and guidance to help clients leave an appropriate legacy for their heirs.
Mike earned his B.S. degree in Political Science at the University of Southern Mississippi.
He is Finra registered and holds Series 7 and 63 securities licenses as well as life and health insurance and variable annuities. Mike lives and raised his two children in Anchorage Alaska and has two grandchildren. Outside the office Mike enjoys basketball, hiking, biking, fly-fishing, cross-country skiing, golf and spending time with family and friends.
California Insurance License oc52297
Education
Credentials
First Vice President–Wealth Management
For over 30 years Mike has dedicated himself to helping his clients and their families achieve their dreams by developing trusted long term relationships with them. He utilizes a comprehensive approach to financial planning to help them achieve those dreams in a manner that is designed to guide them through both good and bad markets.
Mike joined UBS in 2005 after spending the first 15 years of his career with Dean Witter/Morgan Stanley. Mike focuses on Retirement planning and has developed some unique income strategies designed to allow clients to navigate difficult markets. Mike along with his partners has designed risk management strategies and provided support and guidance to help clients leave an appropriate legacy for their heirs.
Mike earned his B.S. degree in Political Science at the University of Southern Mississippi.
He is Finra registered and holds Series 7 and 63 securities licenses as well as life and health insurance and variable annuities. Mike lives and raised his two children in Anchorage Alaska and has two grandchildren. Outside the office Mike enjoys basketball, hiking, biking, fly-fishing, cross-country skiing, golf and spending time with family and friends.
California Insurance License oc52297
Education
Credentials
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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