Director
Financial Advisor
With more than 20 years of industry experience, Michael has built a reputation as a trusted advisor, able to simplify his clients' lives, allowing them to focus on activities they enjoy. Prior to joining UBS in 2009, he began his career at Smith Barney monitoring internal branch operations activities and then transitioned to building a career in financial planning. Impressively, he entered college at 16 years old, and then at 18 was accepted into the Smith Barney Financial Advisor Training Program, making him the youngest person accepted at that point. Mike earned the UBS IMCA Wealth Advisor designation awarded by the Investment Management Consultants Association, IMCA®.
Mike is dedicated to building and managing the wealth of his clients and finds great satisfaction in simplifying the complexity of their financial lives so they are empowered to make smarter decisions with their money. Mike resides in South Ogden with his wife, Amber and their three sons. They are very social and enjoy spending time with friends and family.
Credentials
Director
Financial Advisor
With more than 20 years of industry experience, Michael has built a reputation as a trusted advisor, able to simplify his clients' lives, allowing them to focus on activities they enjoy. Prior to joining UBS in 2009, he began his career at Smith Barney monitoring internal branch operations activities and then transitioned to building a career in financial planning. Impressively, he entered college at 16 years old, and then at 18 was accepted into the Smith Barney Financial Advisor Training Program, making him the youngest person accepted at that point. Mike earned the UBS IMCA Wealth Advisor designation awarded by the Investment Management Consultants Association, IMCA®.
Mike is dedicated to building and managing the wealth of his clients and finds great satisfaction in simplifying the complexity of their financial lives so they are empowered to make smarter decisions with their money. Mike resides in South Ogden with his wife, Amber and their three sons. They are very social and enjoy spending time with friends and family.
Credentials
Senior Client Associate
Virginia Davis is a Registered Client Service Associate with the Dahl team and takes pride in servicing all our clients to the highest degree of customer service. Virginia oversees all the administrative tasks necessary to ensure you receive the service you would expect from the world's best global wealth management firm.
Senior Client Associate
Virginia Davis is a Registered Client Service Associate with the Dahl team and takes pride in servicing all our clients to the highest degree of customer service. Virginia oversees all the administrative tasks necessary to ensure you receive the service you would expect from the world's best global wealth management firm.
Managing Director–Wealth Management
David has so many certifications, it's difficult to list them all, Certified Financial Planner CFP®, Certified Investment Management Analyst CIMA®, Certified Investment Management Consultant CIMC®, Certified Private Wealth Advisor CPWA®, Chartered Advisory in Philanthropy CAP®, Chartered Financial Consultant ChFC®, Chartered Life Underwriter CLU®, Chartered Portfolio Manager CPM™, Chartered Retirement Planning Counselor CRPC®, and Chartered Retirement Plans Specialist®. David provides an incredible depth of knowledge and advice to Teresa and her team to ensure our clients are receiving the information they need to help them make good financial decisions. David earned his Psychology degree from Duquesne University and his Doctor of Law JD from Taft University. David is also active in the Girls and Boys Club of America.
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
Managing Director–Wealth Management
David has so many certifications, it's difficult to list them all, Certified Financial Planner CFP®, Certified Investment Management Analyst CIMA®, Certified Investment Management Consultant CIMC®, Certified Private Wealth Advisor CPWA®, Chartered Advisory in Philanthropy CAP®, Chartered Financial Consultant ChFC®, Chartered Life Underwriter CLU®, Chartered Portfolio Manager CPM™, Chartered Retirement Planning Counselor CRPC®, and Chartered Retirement Plans Specialist®. David provides an incredible depth of knowledge and advice to Teresa and her team to ensure our clients are receiving the information they need to help them make good financial decisions. David earned his Psychology degree from Duquesne University and his Doctor of Law JD from Taft University. David is also active in the Girls and Boys Club of America.
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
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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