I began my career over 26 years ago and joined UBS in 2007, in that time I have helped clients manage their wealth throughout good times and bad.

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, 65 and 63 securities licenses, Chartered Retirement Planning Counselor Certification, as well as licenses for life, accident and health insurance and variable annuities. 

I have been a host of a radio program broadcasted locally for many years.