Senior Vice President–Wealth Management
I work with multigenerational families to provide financial strategies and wealth planning solutions designed to help enhance their lifestyle, preserve their legacy and support their objectives. For more than 30 years, I have emphasized the value of detailed planning in collaboration with clients’ other professional advisors to help coordinate all facets of their financial lives. I am committed to making a positive difference for my clients, and I view my role as that of a counselor, helping them make personal and financial decisions across the many stages of their lives.
I began my career in the financial services industry in 1992. After graduating with a B.A. in political science from the University of Rhode Island, I enlisted in the United States Army Reserve and served as a combat medic, earning the Army Commendation Medal. I joined UBS Financial Services in 2012 after 8 years at Morgan Stanley and 12 years at AG Edwards, where I served as a branch manager.
Born and raised in Santa Barbara, I am passionate about preserving and bettering the community. I am a third-generation member of the Rancheros Visitadores, a group dedicated to commemorating the history of horsemanship and ranching in the local area. In addition, I have worked with many nonprofits, serving as a volunteer for Old Spanish Days, president of the Westside Boys & Girls Club, and a current board member of the Family Service Agency and Hearts Therapeutic. Outside the office, I enjoy spending time with my three children.
CA Insurance License 0B01105
Account Vice President
Together with my team, I work with successful individuals and families to help provide long-term planning and solutions for complex financial needs. I help clients build wealth for the future, protect it for the next generation, and create giving strategies for the people and causes that mean so much to them. I am well-positioned with advice and planning that can give clients confidence to pursue their life goals. My focus includes:
•Holistic and personalized financial planning, asset allocation, tax-efficient investment strategies and estate planning
•Pre-liquidity strategic planning and post-liquidity asset management, including concentrated stock strategies
•Retirement planning and sustainable income replacement strategies
•Charitable giving strategies, including donor advised funds, charitable remainder trusts and foundations
I began my career in the financial services industry in 2006 as a business banker with Wells Fargo Bank, transitioning to the wealth management division before joining UBS in 2014. While working full time, I graduated from UC Santa Barbara, majoring in business economics with an accounting emphasis and minoring in sports management. In addition, in 2013 I completed the CERTIFIED FINANCIAL PLANNER professional designation from the CFP board through Northwestern University’s continuing studies program.
A running enthusiast and active member of the Santa Barbara community since 2005, I currently serve on the board for the Santa Barbara Running Association, and I am very involved with the Montecito Trails Foundation and Santa Barbara Triathlon Club. I also enjoy hiking, cycling and playing golf.
CA Insurance License 0H92277
Senior Wealth Strategy Associate
In my role as Senior Wealth Strategy Associate and Relationship Manager, I offer the foresight to look ahead to clients’ upcoming life events, identify potential opportunities and challenges, and plan for them accordingly. I help the team run smoothly day to day by building close relationships with clients, handling operational and administrative issues, onboarding new clients and coordinating client events, among other roles. As a coach and trusted mentor to the team, I offer highly skilled services to handle complex client needs with an ability to prioritize and anticipate requests.
I bring more than 25 years of experience to the team. I joined UBS Financial Services in 2014 as a senior registered client associate, after previously serving as a senior client associate and branch manager’s assistant. Prior to joining UBS, I earned the Distinguished Service Professional Award at Wells Fargo Advisors in recognition of my accomplishments as a registered associate. I studied business administration at Santa Barbara Business College and communications at Santa Barbara City College, and I maintain the Series 7, 63 and 66 licenses.
Away from the office, I enjoy gardening, bicycling, volunteering with local charities, and spending time with my family and Charlie, the family dog.