$5.9+ trn
UBS Group invested assets
As of 06/30/2024
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
Vice President–Wealth Management
Financial Advisor
I have sixteen years of financial advisory experience and received my Bachelor's Degree from the University of North Dakota as well as DePaul University and the University of North Dakota for Graduate School. I am an active member of my church and am involved in the community through my work with United Way, Harvesters, City Union Mission, and the Diversity Council. I reside in Parkville, Missouri with my wife Maggie daughters Elizabeth. Olivia, and Caroline.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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