I began my career in one of the equity market's most tumultuous periods and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2008 after 5 years at Morgan Stanley and prior tenure at Smith Barney. I am FINRA-registered and hold Series 7 and 63 securities and life insurance and annuity licenses. I have a B.S. from the University of Maryland and an M.B.A. from George Mason University. I am a former Naval Officer and Vietnam veteran. My wife and I are from the Washington DC area.

CA, CT, DC, DE, FL, GA, KY, MA, MD, MO, MS, NC, NJ, NY, OH, PA, SC, TX, VA, WA