I began my career in one of the equity markets most tumultuous months on record - and over the past 21 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2009 after 10 years at Morgan Stanley. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA - registered and hold series 7, 31, 63 and 65 securities licenses as well as licenses for life and health insurance and variable annuities. My bachelor's degree in finance is from Michigan State University.  I enjoy time with my 8 year-old twins and all their activities and we live in Birmingham, Michigan.

CA, CO, FL, IL, IN, MI, NC, NJ, NV, NY, PA, SC, TN, WA