I began advising business owners, corporate executives, and physicians in the early '90's.  Managing the investments of the families we work with will always be a critical component of what we do, but during the past nearly thirty years, I've learned how important tax minimization, cash-flow, healthcare expenses, and estate planning, while maximizing philanthropic contributions, are to a family's optimal financial future.  Every family we work with has unique challenges and opportunities, and it's our commitment to utilize UBS' deep resources along with our team's personal intellectual capital to responsibly handle them.   

Education:

1991: BA, University of Michigan, Ann Arbor - Economics

Registered States:
AZ, CA, CO, CT, FL, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

Managing portfolios during several market cycles including the '90's tech bubble and the 2008 financial crisis has taught me the criticalness of downside protection.  Utilizing both strategic and tactical allocations, each family we work with has a customized portfolio based on their individual risk tolerance and long-term financial goals.  Our portfolios are constructed based on UBS' award winning research, third party research, and also our proprietary technical analysis.

Education:

1991:  MBA, Wayne State University

1988:  BBA, Wayne State University

2007:  Certified Financial Planner, College of Financial Planning

Registered States:
AZ, CA, CO, CT, FL, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

After graduating from business school in early 2008, I began my financial career in the midst of one of the largest market downturns we've experienced in generations.  At the time, I was working as an analyst at JPMorgan for institutional clients including municipal and corporate pension plans, endowments, and foundations.  That lesson in portfolio risk management, and, more important, patience with a long-term outlook, is a main focus of mine when partnering with families. 

Education:

2008:  BBA, Ross School of Business at the University of Michigan, Ann Arbor, Distinction

- Big Ten All Academic Conference, varsity hockey

- Scholar Athlete Award, University of Michigan Athletic Department

2017-Present: University of Detroit Mercy Law, Juris Doctorate

- Dean's Academic Scholarship

Registered States:
MI

I began my career in the financial services industry in 1994 with Beacon Investment Company in Ann Arbor, Michigan. I have held various roles in the industry from a wire operator to an assistant operations manager during my twenty-two year tenure. In 2016, I joined UBS after working eleven years at Morgan Stanley.

As a Senior Client Service Associate, I am responsible for keeping the team organized and their final output coordinated. On an ongoing basis, I track the team’s collective and individual tasks and goals while coordinating team meetings and events.

After graduating from Madonna University where I obtained my Bachelors of Science in Psychology, I received my certification as a Registered Social Worker and spent time specializing in Mental Health. After taking time to be a stay at home mom, I joined the financial services industry with UBS Financial Services in 2012.

At UBS, I am the first point of contact for the Plymouth branch's clients handling the Plymouth office's operations and administration. In addition, I coordinate and implement marketing practices and events for the team and the office. Important to me and the branch, I also organize our community outreach programs including events with the Salvation Army, Open Door Pantry, and other local charities.

Registered States:
MI