**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** I earned an MBA in Finance and Marketing from Dalhousie University in Canada, and have acquired my Series 7, Series 66, Insurance, and Long Term Care licenses. In 2012, I earned my Chartered Retirement Planning Counselor (CRPC) designation. I assist high net worth clients with retirement planning, wealth management, and estate planning. I also have expertise and focus with corporate 401k, profit sharing, and other Defined Contribution plans. I am an active member/player of USTA tennis in Omaha within the Missouri Valley Region which includes 5 other states. As an active member of the community, I am married to Patty, and have three children, all of whom reside in Nebraska. In my spare time, I enjoy spending time with my family, tennis, boating, and golf. **Registered States**AR,AZ,CA,CO,DC,FL,GA,IA,KS,MA,MD,MN,MO,NE,NY,TX,VA,VT,WA,WY /*********/ **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.** 