Brag about yourself - what makes you great at what you do?
I am a Senior Wealth Strategy Association at UBS with over 15 years of experience. I can help you with your asset management, trust & estate planning, insurance planning and financial planning. I offer a holistic approval to wealth management for your and your family
What types of business contacts are you looking to make?
All - I moved to the area 2 1/2 years ago so looking to meet a network of like-minded hard working professionals
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