Lasting relationships. For all that matters

I am one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.

I understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. That's why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, I call upon the advisory and investment brokerage capabilities of UBS—one of the world's largest wealth management firms.

Based in New York City with more than 35 years of industry experience I focus on serving the needs of high net worth individuals and families, as well as professionals and businesses around the United States. I provide a breadth of wealth management services, including strategic retirement and investment planning, asset allocation and financial planning.

Prior to joining UBS, I was a Senior Vice President at Smith Barney and worked at Citigroup for 24 years.

I graduated from North Dakota State University with B.S in Business Economics. Also earned M.B.A. in banking and finance from Adelphi University, Garden City, NY.

I was awarded the Certified Financial Planner® designation in 1999.

Outside of work, I enjoy golfing, boating and travel. My wife and I have two daughters and reside in Bayport, NY.