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$6.9 trn
UBS Group invested assets
As of 10/29/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
I offer nearly 28 years of experience providing professional financial advice to individuals, families, and businesses. I have devoted my career to UBS Financial Services Inc., and with this background, I am able to create client relationships based on trust, communication and loyalty.
In addition to earning a B.A. degree in English from the University of North Carolina at Chapel Hill, I have achieved the UBS designations of Wealth Advisor and Portfolio Manager in the Portfolio Management Program. I also hold my Series 7, 63, and 65 securities licenses, as well as Virginia life insurance and variable annuity licenses.
A longtime resident of Richmond, Virginia, I, my wife, Jennifer, and my daughter, Isabelle, enjoy a variety of outdoor activities, including dog training, horseback riding and gardening.
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
I offer nearly 28 years of experience providing professional financial advice to individuals, families, and businesses. I have devoted my career to UBS Financial Services Inc., and with this background, I am able to create client relationships based on trust, communication and loyalty.
In addition to earning a B.A. degree in English from the University of North Carolina at Chapel Hill, I have achieved the UBS designations of Wealth Advisor and Portfolio Manager in the Portfolio Management Program. I also hold my Series 7, 63, and 65 securities licenses, as well as Virginia life insurance and variable annuity licenses.
A longtime resident of Richmond, Virginia, I, my wife, Jennifer, and my daughter, Isabelle, enjoy a variety of outdoor activities, including dog training, horseback riding and gardening.
Education
Credentials
Lets connect
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
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