Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
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.
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
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.
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
