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$3.1 trillion
In invested assets globally
As of 03/31/2021
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
Lets connect
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
Lets connect
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.1 trillion
In invested assets globally
As of 03/31/2021
51 countries
Our global footprint
Global leader
UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020
