I am one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.

I understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. That's why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, I call upon the advisory and investment brokerage capabilities of UBS—one of the world's largest wealth management firms.

I joined UBS in 1998 and became a Financial Advisor in 2000. I am a CERTIFIED FINANCIAL PLANNER™ practitioner. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP® Board's Standards of Professional Conduct. I am also a Certified Private Wealth Advisor® professional specializing in advising High Net Worth and Ultra High Net Worth clients.

I graduated from Randolph-Macon College with a degree in Business/Economics.

I live in Vienna, VA with my wife, Molly, and four children, Lilly, Annie, Reece and Carly. Outside of the office, I enjoy outdoor activities, competing in triathlons and spending time with my family.

Accomplishments:

• Named as one of Washington, DC’s Top Financial Advisors from 2016-2019 and 2021 by Washingtonian Magazine
• UBS’s Top 40 Under 40 Advisors
• UBS Banking Champion, 2014
• NABCAP Premier Wealth Advisor, 2012-2014
• UBS Global Circle of Excellence, 2008
• President’s Council, 2008-2016
• Wealth Advisor, UBS Financial Services Inc., 2008
• Pacesetter Council, 2005-2007
• Financial Planning Association® Member
• Named on the Forbes/SHOOK State by State Top Advisor List, 2018-2021
• Chairman's Council 2017

Education

• B.A. Business/Economics, Randolph-Macon College 1998

Licenses

• Series 65, Investment Advisor Representative
• Life, Variable Life and Health Insurance Licensed: CA (#0F87954), CT, DC, FL, LA, MA, MD, ME, NC, NY, PA, SC, TN, VA
• Series 7, General Securities Representative
• Series 63, Uniform Securities State Law

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WV