You're an executive juggling multiple priorities to help your company succeed. But what about your own financial future? Our team never underestimates the importance of financial planning when it comes to helping you make important decisions about your wealth. We view this as a business plan for your personal life, to help you measure success, and inform your financial decision-making today, tomorrow, and for future generations.
Visit our main website and get to know the full team behind InterGen Wealth Partners at advisors.ubs.com/intergen
Financial Advisor
Accredited Asset Management Specialist
I specialize in helping executives of private equity sponsored companies prepare for and then manage the wealth that comes from their liquidity events. By partnering with them in this way, I enable them to focus on driving business growth and enjoying the things they value most in life.
Many portfolio company executives feel anxious about their liquidity events and are frustrated because the demands of their jobs leave little time for personal wealth management. As a Financial Advisor at UBS Financial Services, I am dedicated to reducing the stress that comes from the pace of the work they do, combined with the time required to manage their wealth. My tailored approach ensures that their portfolio, borrowing, and insurance fully align with their financial goals, providing peace of mind even in unpredictable markets.
My team follows a disciplined five-step process to enhance the lives of high net worth and ultra-high net worth individuals and their families. We translate their goals and concerns into comprehensive financial plans and holistic wealth management services. With a team-centric approach, we draw upon the diverse skill sets of our 12-member team, boasting over 300 years of collective experience. Our commitment to active listening, genuine care, robust technology, and effective solutions ensures a comprehensive approach to wealth management.
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:
Financial Advisor
Accredited Asset Management Specialist
I specialize in helping executives of private equity sponsored companies prepare for and then manage the wealth that comes from their liquidity events. By partnering with them in this way, I enable them to focus on driving business growth and enjoying the things they value most in life.
Many portfolio company executives feel anxious about their liquidity events and are frustrated because the demands of their jobs leave little time for personal wealth management. As a Financial Advisor at UBS Financial Services, I am dedicated to reducing the stress that comes from the pace of the work they do, combined with the time required to manage their wealth. My tailored approach ensures that their portfolio, borrowing, and insurance fully align with their financial goals, providing peace of mind even in unpredictable markets.
My team follows a disciplined five-step process to enhance the lives of high net worth and ultra-high net worth individuals and their families. We translate their goals and concerns into comprehensive financial plans and holistic wealth management services. With a team-centric approach, we draw upon the diverse skill sets of our 12-member team, boasting over 300 years of collective experience. Our commitment to active listening, genuine care, robust technology, and effective solutions ensures a comprehensive approach to wealth management.
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.
We can help you build a comprehensive financial plan by bringing together all the resources you need under one roof. We make it easy and efficient to do business, access solutions and get clear answers to make informed decisions.
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