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$7 trn
UBS Group invested assets
As of 12/31/2025
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
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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