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$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
First Vice President–Wealth Management
Tod has over 28 years experience in the financial services industry. He holds a Bachelor of Science Degree in General Science (Pre-Med) from the University of Iowa & went on to obtain a Masters Degree in Management from Troy State University. He has a broad background in investment services from managing Corporate Accounts, 401(k)'s, Corporate Cash Management to assisting high net-worth individuals with retirement & estate planning. He is an active member in the community and works with many non-profit organizations. He is married with three children & enjoys spending time with his family.
California Insurance License Number 0B49939
Education
Credentials
First Vice President–Wealth Management
Tod has over 28 years experience in the financial services industry. He holds a Bachelor of Science Degree in General Science (Pre-Med) from the University of Iowa & went on to obtain a Masters Degree in Management from Troy State University. He has a broad background in investment services from managing Corporate Accounts, 401(k)'s, Corporate Cash Management to assisting high net-worth individuals with retirement & estate planning. He is an active member in the community and works with many non-profit organizations. He is married with three children & enjoys spending time with his family.
California Insurance License Number 0B49939
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
