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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
As father to four college graduates, I intimately appreciate the importance of proper planning for goals such as college education. My family operates a multi-generational, closely-held business which helps me better appreciate and meet the needs of business owners. Outside the office, I enjoy spending time with my family through travel and outdoor activities including water/snow skiing, fishing, hunting, golf and tennis. A long-time resident of Bloomington, Minnesota, my wife Mary and I, are the parents of four children and a Labrador Retriever.
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
Senior Vice President–Wealth Management
Financial Advisor
As father to four college graduates, I intimately appreciate the importance of proper planning for goals such as college education. My family operates a multi-generational, closely-held business which helps me better appreciate and meet the needs of business owners. Outside the office, I enjoy spending time with my family through travel and outdoor activities including water/snow skiing, fishing, hunting, golf and tennis. A long-time resident of Bloomington, Minnesota, my wife Mary and I, are the parents of four children and a Labrador Retriever.
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
Geopolitics, trade and your portfolio
In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.
Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
