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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.
Senior Vice President–Wealth Management
Financial Advisor
In 2019 I returned to working full time as a Financial Advisor after serving for over seven years as Branch Manager for UBS in Spokane. My educational background includes a BA degree from Colgate University, and an MBA in Finance from Florida State University. Additionally, I hold the CFP® financial planning designation. I have worked in financial services for over 20 years, and prior to that gained experience in corporate finance, management consulting and corporate acquisitions. Away from work I enjoy fly fishing, skiing, and family time with my wife Sandi and our two sons.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
In 2019 I returned to working full time as a Financial Advisor after serving for over seven years as Branch Manager for UBS in Spokane. My educational background includes a BA degree from Colgate University, and an MBA in Finance from Florida State University. Additionally, I hold the CFP® financial planning designation. I have worked in financial services for over 20 years, and prior to that gained experience in corporate finance, management consulting and corporate acquisitions. Away from work I enjoy fly fishing, skiing, and family time with my wife Sandi and our two sons.
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
