$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager