As Vice President of Wealth Management at UBS Financial Services, my experience has been focused on providing tactical investment planning rooted in a principled “rules-based” process aimed at consistent and secure asset growth and risk mitigation. My investment philosophy is rooted in the relentless pursuit of education combined with the systematic technical analysis of market trends, buy/sell signals and sector data.

For over 20 years, I have dedicated my career to ensuring my clients have the knowledge, investment tools, and education they require to help them consistently and securely grow their assets, confidently plan for the future, and achieve their financial goals with financial planning, investment strategies, and retirement planning.

Driven to advance my knowledge of wealth management, I am licensed as a Certified Financial Planner™ (CFP^®), a Certified Investment Management Analyst™ (CIMA^®) and Chartered Retirement Planning Counselor? (CRPC^®). In addition, I became part of a select group of UBS Portfolio Managers, which enables me to advise financial planning decisions and execute investment trades in a manner which is relevant to ensuring portfolio strength and stability.

Prior to my career as an executive wealth advisor, I studied and worked internationally as well as became a successful business owner. These unique experiences demonstrated the tremendous value of careful listening, clear communication, and full transparency to truly understand my client’s needs. These basic principles are the pillars upon which I forge long-lasting partnerships with my clients built on trust and integrity.

Specialties, Designations and Skills include:Market Research, Financial Analysis, Financial Services, Strategic Financial Planning, Retirement Planning, Wealth Management, Entrepreneurship, Equities, Investment Strategies

• Certified Financial Planner¿ (CFP®)
• Certified Investment Management Analyst (CIMA®)
• Chartered Retirement Planning Counselor¿ (CRPC®)

• University of Maryland, B.A. English

• Series, 7,63,65
• Life & Health Insurance

AZ, CA, CO, FL, GA, ID, IL, MI, NV, NY, OH, OR, PA, TN, TX, VA, WI