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$6 trn
UBS Group invested assets
As of 12/31/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Scott’s goal is to help you uncover, prioritize, and realize your key financial milestones through sound financial planning. He manages money for high net-worth families and individuals. His clients appreciate his comprehensive approach that includes wealth accumulation and management, generational planning, liability management, estate planning, tax optimization, and philanthropic strategies, into their investment advice to create a thoughtful overall financial plan. With prior experience in the insurance industry he is able to navigate through detailed insurance portfolios and leverage them to enhance your financial security.
Scott will strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.
Scott is both a Certified Financial Planner® (CFP) and a Chartered Retirement Planning Counselor® (CRPC). He is a graduate of Illinois State University with a B.S. in Business Administration. Scott is proud to be a long-time coach with the Miracle League of Las Vegas and enjoys his family time with his wife Mimi and son, Cole. He also enjoys mountain biking, spending time outdoors, and is a huge fan of Chicago sports.
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.
Education
Credentials
Senior Vice President–Wealth Management
Scott’s goal is to help you uncover, prioritize, and realize your key financial milestones through sound financial planning. He manages money for high net-worth families and individuals. His clients appreciate his comprehensive approach that includes wealth accumulation and management, generational planning, liability management, estate planning, tax optimization, and philanthropic strategies, into their investment advice to create a thoughtful overall financial plan. With prior experience in the insurance industry he is able to navigate through detailed insurance portfolios and leverage them to enhance your financial security.
Scott will strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.
Scott is both a Certified Financial Planner® (CFP) and a Chartered Retirement Planning Counselor® (CRPC). He is a graduate of Illinois State University with a B.S. in Business Administration. Scott is proud to be a long-time coach with the Miracle League of Las Vegas and enjoys his family time with his wife Mimi and son, Cole. He also enjoys mountain biking, spending time outdoors, and is a huge fan of Chicago sports.
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.
Education
Credentials
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
