Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
