Experience That inspires confidence
I began my financial services career in 1984. Over the past 30 plus years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2006 after 5 years at Piper Jaffray and a prior tenure at John G. Kinnard & Co.
I received a bachelor of Art’s degree from B.A., St. Thomas College, with Minors in Economics and Finance. I am FINRA-registered and hold Series 7, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
Away from the office I enjoy playing golf and spending time in the outdoors. My wife and I live with our three children in Edina, MN.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President Wealth Management |
Minneapolis, MN |
- Present |
Accomplishments
- Member of The Private and Public Due Diligence Team John G. Kinnard and Co. 1995- 2000
Education
- B.A., St. Thomas College, Minors in Economics and Finance
Personal & Community
- Member of Old Grace Church, Edina, MN
Registered States:
AK, AL, AR, AZ, CA, CO, CT, FL, HI, IA, ID, IL, IN, KS, MA, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TX, UT, VA, WA, WI, WY