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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
Financial Advisor
I entered the Financial Services industry in 1987 and joined UBS in 1991. I am a strong advocate for risk management. My advanced training and experience will be helpful in navigating through those difficult times when they occur. My academic background includes a Bachelor's in Economics & Finance. I currently hold the Series 3, 7, 63, 65 and life and health insurance licenses. In my free time, I like to work out, hike and fish.
Credentials
Vice President–Wealth Management
Financial Advisor
I entered the Financial Services industry in 1987 and joined UBS in 1991. I am a strong advocate for risk management. My advanced training and experience will be helpful in navigating through those difficult times when they occur. My academic background includes a Bachelor's in Economics & Finance. I currently hold the Series 3, 7, 63, 65 and life and health insurance licenses. In my free time, I like to work out, hike and fish.
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
