Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

First Vice President – Wealth Management

Milwaukee, WI

- Present

Accomplishments

  • Plan Advisor Top 100

Education

  • Marquette BSBA Accounting
  • Accredited Investment Fiduciary
  • Certified Behavior Finance Analyst
  • Level 1 CFA

Licenses

  • Series 7, 63, 65

Personal & Community

  • Chairman of Investment Committee Junior Achievement of Wisconsin
  • Executive Commitee Junior Achievement of Wisconsin

Registered States:

FL, IL, MI, MN, OK, TN, TX, WI