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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
