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$7 trn
UBS Group invested assets
As of 12/31/2025
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Senior Vice President–Wealth Management
Financial Advisor
Since 1987 I have been providing investment services to homeowner association clients. I have deliberately familiarized myself with the financial objectives and concerns of such associations, their directors, and managers. I am a member of Community Associations Institute and past president of its California North chapter.
The financial asset size of client association relationships ranges from $1,000,000 to $20,000,000+. I personally represent 180+ associations and their 75,000+ homes; and $180,000,000+ of their UBS-held assets. A basic strategy is employed in each instance with customization for the particular goals of each association. Client references are available.
I am in my thirty-fifth year as a financial advisor after receiving a degree in Economics from University of California, Davis. I have been with the same firm since moving to Sacramento in 1989, though it has changed names from Kidder Peabody, to PaineWebber, to UBS.
California Insurance License #0A62831
Education
Senior Vice President–Wealth Management
Financial Advisor
Since 1987 I have been providing investment services to homeowner association clients. I have deliberately familiarized myself with the financial objectives and concerns of such associations, their directors, and managers. I am a member of Community Associations Institute and past president of its California North chapter.
The financial asset size of client association relationships ranges from $1,000,000 to $20,000,000+. I personally represent 180+ associations and their 75,000+ homes; and $180,000,000+ of their UBS-held assets. A basic strategy is employed in each instance with customization for the particular goals of each association. Client references are available.
I am in my thirty-fifth year as a financial advisor after receiving a degree in Economics from University of California, Davis. I have been with the same firm since moving to Sacramento in 1989, though it has changed names from Kidder Peabody, to PaineWebber, to UBS.
California Insurance License #0A62831
Education
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
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