I am a Financial Advisor. I specialize in learning what my clients enjoy talking about, what they live for and what they are passionate about. Then, and only then, do I begin to discuss what financial issues need to be managed or resolved. Stocks, bonds, private equity, hedge funds, insurance and estate planning are by-products and are not the focus of the relationship. Through my team, and UBS's network of professional services, we strive to enhance our clients' life experience and legacy. 

• UBS Wealth Advisor
• Certified Investment Management Analyst (CIMA®)

• Engineering Candidate, Howard University
• Certified Investment Management Analyst (CIMA®) - Wharton School of Pennsylvania
• Doctoral Candidate, Physics - University of Maryland College Park
• Bachelors of Arts, Physics and Mathematics - Lincoln University

• The Sarasota Art Museum of the Ringling College, Museum Advisory Committee member to the Board (2019)
• The John and Mable Ringling Museum of Art Foundation Trustee (2019)
• Development and Investment Committee Chairman, Board of Trustees - Lincoln University (2000 - 2013)
• Chairman, Board of Directors - Green Chimneys Children's Services and Schools (1988 - 2002)
• Chair, Finance Committee - Twenty-First Century Foundation (1995 - 2002)

AZ, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, MI, NC, NJ, NY, OK, PA, SC, TN, TX, VA, WI