$6.9 trn
UBS Group invested assets
As of 10/29/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Throughout my 25 year career as a Financial Advisor my focus has been on delivering comprehensive custom solutions for each of my individual client relationships. Each and every client relationship differs in many ways that include but are not limited to their goals, objectives, resources, risk tolerances, investment experiences, time horizons and liquidity needs.
My goal is to build a tailored portfolio that will address each of the needs that are specific to each of my clients by creating a comprehensive financial plan that identifies and prioritizes those needs.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
Education

Geopolitics, trade and your portfolio
In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.
Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager