Your life. Your wealth. Your future.

• CA
• DC
• DE
• FL
• GA
• MO
• NC
• NJ
• NY
• OR
• PA
• SC
• TN
• TX
• VA

A true organizer, Irene always wants to have a plan in place.  This is why financial planning is a cornerstone of her relationship with clients. Irene finds working with clients to develop a goal oriented financial plan helps put everything into perspective. This comprehensive picture of your wealth  helps to make sure everything works together to achieve your life goals. 
In addition to her Financial Advisor role, Irene serves as branch manager of the Winston-Salem office and has a 21 year history with UBS.  This background enables her to further help clients by connecting them to UBS' vast resources. 
Outside the office, Irene enjoys traveling with her husband Brian, gardening and walking her dog, a rescue dachshund.

• Certified Investment Management Analyst®

• CA
• DE
• FL
• GA
• MO
• NC
• NJ
• NY
• OR
• PA
• SC
• TN
• TX
• VA

Lucien recently joined the group as a Financial Advisor after spending much of his career in New York.  Lucien began his career with UBS in 2015, in the UBS Wealth Advisor Center in Charlotte, North Carolina where he worked with UBS clients across the country delivering financial planning and customized investment solutions.
This fall Lucien earned his Certified Financial Planner certification to further help clients with financial, education, retirement and estate planning.
A graduate of University of North Carolina - Chapel Hill, Lucien enjoys watching Tar Heel basketball, playing golf and exploring his new home town of Winston-Salem.

• University of North Carolina - Chapel Hill

• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor