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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Financial Advisor
It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk with you about wealth management, I want to learn about those life
questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be okay when I’m gone?” Together, I know we can find the answers. Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. My team and I have
the experience to work for each client, helping them find the best way forward to pursue the goals that truly matter.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
– Longevity planning, including retirement income and insurance
planning
– Wealth transfer strategies, including inheritance and business
succession planning
– Life transition planning for marriage, divorce or loss of a loved one
Experience to guide you forward
Financial Advisor, UBS Financial Services, Series 7, 66 securities licenses
CEO, Legend Leadership Group
Associate Vice President, University of Florida Foundation
Executive Director, UCLA Jonsson Cancer Foundation
Making a difference in my community
– Financial Coach for Non-Profits and Foundations
– National Coach Ambassador for Coaches vs Cancer
Financial Advisor
It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk with you about wealth management, I want to learn about those life
questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be okay when I’m gone?” Together, I know we can find the answers. Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. My team and I have
the experience to work for each client, helping them find the best way forward to pursue the goals that truly matter.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
– Longevity planning, including retirement income and insurance
planning
– Wealth transfer strategies, including inheritance and business
succession planning
– Life transition planning for marriage, divorce or loss of a loved one
Experience to guide you forward
Financial Advisor, UBS Financial Services, Series 7, 66 securities licenses
CEO, Legend Leadership Group
Associate Vice President, University of Florida Foundation
Executive Director, UCLA Jonsson Cancer Foundation
Making a difference in my community
– Financial Coach for Non-Profits and Foundations
– National Coach Ambassador for Coaches vs Cancer
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
