Financial planning tailored to your goals

I love helping my clients succeed – that is why I am a financial advisor at UBS.  Simply saving money when possible and hoping for the best is not a good strategy – I help my clients take control of their financial future.  We work together to create a detailed plan for all you'd like your wealth to achieve.  As your personal advocate, I provide advice that is tailored to your specific circumstances and priorities.  As your life changes, we adjust your financial strategy to ensure your confidence and peace of mind. 

I am a Certified Financial Planner®, an Accredited Domestic Partnership Advisor, and a Chartered SRI Counselor(SM) with an undergraduate degree in economics and an MBA.  With over 28 years of service, I have had the privilege of working with clients of varying wealth levels and stages of financial development, through a variety of market climates.  My clients include individuals, families of all kinds, and business owners. 

As a native of Columbus, Ohio, I still keep an eye on all things at Ohio State University.  I attended Washington University in St. Louis as an undergraduate, then obtained my MBA from Saint Louis University.  Due to all St. Louis has to offer, I remain here 30 years later.  My wife Patty and I love watching our children Paige, at DePauw University, and Trip, at Lafayette High School, play golf competitively.  I have served as a Director for the Western Golf Association advocating the Evans Scholar Program.