I began my career in one of the equity market’s most tumultuous years on record—and over the past 26 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2006 after 20 years at Smith Barney-Citigroup.  With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. My focus on the community I live in is exemplified by the time I volunteer with the Birmingham Rotary Club and South Oakland Shelter for the homeless.  My major passions outside of UBS are my three children, reading, golf and travel.

AZ, CA, CO, FL, GA, HI, IL, KS, MA, MD, MI, NC, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI