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More than 160 years
offering financial advice
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
I joined UBS Financial Services in 2015 and I hold all of the required licenses for securities, life insurance, long-term care, variable annuities and, in addition, I am a CERTIFIED FINANCIAL PLANNER™.
I earned a degree in Civil Engineering from the Rochester Institute of Technology, and initially worked as a civil engineer and later as a mortgage underwriter. These diverse work experiences allowed me to hone both my analytical and creative skills. I have transferred these talents to the science and art of investing for the benefit of my clients and their changing financial needs.
I am a Baltimore native and an ardent Orioles baseball fan. My husband and I enjoy gardening, cooking and hiking. Our two young children keep us very busy and clearly focused on the future.
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
I joined UBS Financial Services in 2015 and I hold all of the required licenses for securities, life insurance, long-term care, variable annuities and, in addition, I am a CERTIFIED FINANCIAL PLANNER™.
I earned a degree in Civil Engineering from the Rochester Institute of Technology, and initially worked as a civil engineer and later as a mortgage underwriter. These diverse work experiences allowed me to hone both my analytical and creative skills. I have transferred these talents to the science and art of investing for the benefit of my clients and their changing financial needs.
I am a Baltimore native and an ardent Orioles baseball fan. My husband and I enjoy gardening, cooking and hiking. Our two young children keep us very busy and clearly focused on the future.
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
The benefits of establishing shared financial goals
As life expectancies rise, effective retirement planning is essential for long-term financial security. For couples, this means coordinating retirement savings to maximize benefits together.
More than 160 years
offering financial advice
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
