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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.
Senior Vice President–Wealth Management
As a Certified Financial Planner® for over 24 years, my focus has been to provide financial planning to clients whereby I help them determine where they are now, what they will need in the future and what needs to be done to help them reach their goals. Having attained the CFP® designation, I am held to strict standards of competency and fairness.
Investments are an important piece of the planning process, but there is no substitute for experience—I have helped clients weather many difficult markets during my 35 year career, enabling them to reach their various life goals whether it be retirement, education funding, leaving a legacy or navigating a major life event such as marriage, divorce or the loss of a loved one.
When I am not working I enjoy golf, travel and serving on the board of The Chagrin Valley Chamber of Commerce. I am also formerly a board member of The Metzenbaum Center, serving individuals in Geauga County, Ohio with developmental disabilities. I reside in Chagrin Falls with my wife Jerry and have two grown children, John and Kate.
Education
Credentials
Senior Vice President–Wealth Management
As a Certified Financial Planner® for over 24 years, my focus has been to provide financial planning to clients whereby I help them determine where they are now, what they will need in the future and what needs to be done to help them reach their goals. Having attained the CFP® designation, I am held to strict standards of competency and fairness.
Investments are an important piece of the planning process, but there is no substitute for experience—I have helped clients weather many difficult markets during my 35 year career, enabling them to reach their various life goals whether it be retirement, education funding, leaving a legacy or navigating a major life event such as marriage, divorce or the loss of a loved one.
When I am not working I enjoy golf, travel and serving on the board of The Chagrin Valley Chamber of Commerce. I am also formerly a board member of The Metzenbaum Center, serving individuals in Geauga County, Ohio with developmental disabilities. I reside in Chagrin Falls with my wife Jerry and have two grown children, John and Kate.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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
