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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Director
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 almost 30 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 35 years later. My wife Patty and I have watched our children grow up thanks to Rockwood School District and competitive golf. Our daughter, Paige, graduated from DePauw University and is building her life in Indianapolis. Our son, Trip, is continuing his education at Indiana University. I have served as a Director for the Western Golf Association advocating the Evans Scholar Program and the Legacy Advisory Council for Missouri Baptist Hospital.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Director
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 almost 30 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 35 years later. My wife Patty and I have watched our children grow up thanks to Rockwood School District and competitive golf. Our daughter, Paige, graduated from DePauw University and is building her life in Indianapolis. Our son, Trip, is continuing his education at Indiana University. I have served as a Director for the Western Golf Association advocating the Evans Scholar Program and the Legacy Advisory Council for Missouri Baptist Hospital.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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
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UBS is a leading and truly global wealth manager
