The Financial Advisor & Planner – Brokerage/Premier, assists Empower's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service.

The Financial Advisor & Planner – Brokerage/Premier, assists Empower's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service.

I recently joined UBS Wealth Management in the role of Financial Advisor in their Upper Arlington location. With over 16 years of industry experience, I bring my extensive background of insurance sales, a concrete understanding of planning for urban lifestyles, and expertise working with diverse clientele. My work with both small and large business owners will assist with the existing successful business model on the team. When faced with challenges, I love to find solutions - both traditional and non-traditional - to the current problems. I entered this industry to help people find solutions in their financial lives and fulfill this by offering creative strategies for problem solving, helping clients select products that work with their lives, and introducing financial solutions with longevity. I have found that a comprehensive overview with a team approach is a great way to work with my clients.

Financial Advisors (FA) work directly with their specific book of business to provide goal-specific, risk-appropriate financial planning advice to customers, as well as develop internal relationships to help increase qualified investor referrals. PNCI provides opportunities, rewards and resources to help Financial Advisors build their practices and grow their careers.

Responsible for overall production, coaching, training, and developing a team of licensed retail bankers.

Specializing in wealth creation, tax deduction and transferring wealth to heirs.