Vice President–Wealth Management
Financial Advisor
Michael began his financial services career in 2000 and joined UBS Financial Services, Inc. in 2010.
He is committed to his family, clientele and the community. Michael currently serves on the community board at St. Bernardine Medical Center and is a personnel commissioner at San Bernardino City Unified School District.
Michael is a U.S. Navy Veteran where he focused on military finance and served honorably.
He has 3 adult children and 4 grandchildren.
CA Insurance Lic.# 0C65100
Credentials
Vice President–Wealth Management
Financial Advisor
Michael began his financial services career in 2000 and joined UBS Financial Services, Inc. in 2010.
He is committed to his family, clientele and the community. Michael currently serves on the community board at St. Bernardine Medical Center and is a personnel commissioner at San Bernardino City Unified School District.
Michael is a U.S. Navy Veteran where he focused on military finance and served honorably.
He has 3 adult children and 4 grandchildren.
CA Insurance Lic.# 0C65100
Credentials
Senior Client Associate
Christy has been in the financial services industry for 25 years. She is a registered client associate and serves our clientele with her administrative and technical expertise.
Senior Client Associate
Christy has been in the financial services industry for 25 years. She is a registered client associate and serves our clientele with her administrative and technical expertise.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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