Experience Makes all the difference

We believe that wealth management goes beyond traditional investment strategies. We see it as encompassing your entire investment and financial life–with your team of Financial Advisors involved every step of the way. At UBS, we strive to help pursue goals in light of each investor's needs and circumstances. To this end, we concentrate on developing long-term relationships through a commitment to quality client service and an ongoing dialogue, including periodic portfolio reviews and performance analyses.

David Boor, CRPC®

Managing Director - Wealth Management
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
248-932-8060

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Dave is a 36-year veteran of the financial services industry and the founding partner of BLS Financial Partners. At UBS, Dave is a member of UBS’s Chairman’s Council, a select group of the firm’s most distinguished Advisors. He has also received industry recognition by Barron’s—named as one of the Top 1,200 Financial Advisors in America for 2017, 2016, 2015 and 2014, and Top 1,000 Financial Advisors in America for 2013, 2012, 2011 and 2010. Dave spent 22 years at Merrill Lynch before joining UBS in 2005.  Dave earned both his M.B.A. in Finance and B.A. from Michigan State University. He is active in his community and works closely with the Boy Scouts of America, Angels’ Place, Dr. Gary Burnstein Community Health Clinic, Michigan Animal Welfare Foundation and Gleaners Community Food Bank of Southeastern Michigan. He is an avid bowler and golfer.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA


Mark Steinberg, CFP®, CRPC®

Senior Vice President - Wealth Management
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
248-932-8061

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Mark is a 20-year veteran of the financial services industry. Prior to his career in the financial services industry, Mark was a senior executive with a major Detroit–based company. After completing advanced study, he received the Certified Financial Planner™ designation.

Mark has an M.B.A. and a B.A. from Michigan State University. Active in the community, Mark serves on the boards of Huron Valley Sinai Hospital and the Lakes Area Chamber of Commerce. He is an avid boater and golfer and is a member of Edgewood Country Club in Commerce.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA


Jonathan M. Modiano

Senior Vice President - Wealth Management
Wealth Advisor
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248-737-5451

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Jon has been with UBS for 16 years since graduating from Western Michigan University, where he received his B.A. in business administration. After completing advanced studies, he received his Wealth Advisor designation. Jon has been named to UBS's Top 35 under 35 Financial Advisors (2016 and 2015).  Jon enjoys water skiing and is a collector of fine wines. He and his wife, Erin, live in Orchard Lake and have three sons.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA


Adam Jones

Vice President - Wealth Management
Financial Advisor
Wealth Advisor
248-737-5419

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Adam has been in the financial services industry for 11 years and joined BLS Financial Partners in 2011. He has a B.A. in finance from Michigan State University. Adam and his wife, Cindy, have two daughters, Charlotte and Lillian.  He is an avid golfer and is a member of Edgewood Country Club in Commerce.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MD, ME, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA


Daniel Joseph Welsh

Senior Wealth Strategy Associate
248-737-5442

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Dan joined the BLS Financial Partners in 2018 just shortly after graduating from Ole Miss with a B.A. in both managerial finance and real estate. He is an avid golfer, snowboarder, and hopes to live long enough to one day see the Detroit Lions win a Super Bowl.


Registered States:
MI


Kristen Charlton

Senior Registered Client Service Associate
248-737-5436

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Kristen Charlton started working at UBS in 2008 and joined BLS Financial Partners in 2020.  Kristen is passionate about building great relationships and providing exceptional customer service..  

With over 23 years of industry experience, Kristen specializes in account administration and processing estate settlements.  Prior to joining UBS, Kristen started her financial career at EVEREN Securities in 1997 as a wire operator.  She was later promoted to client service associate and operations manager.  She holds Series 7, 8, 63, 65 and is insurance licensed.  Kristen earned her Associates degree from Macomb Community College.  

Kristen resides in Sterling Heights with her husband and two rescue dogs.  She also has a son in the Air Force and two grandchildren.  Outside of the office, Kristen volunteers for Interfaith Volunteer Caregivers and enjoys spending time with her family, antiquing and relaxing Up North.


Registered States:
CA, FL, HI, MI, NC, NV, NY, OH, TX


Tricia A. Fitzsimons

Senior Client Service Associate
248-932-8063

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Tricia joined BLS Financial Partners in 2014 and has been in the financial services industry for 25 years. She earned her B.A. in economics from University of Michigan. Tricia enjoys volunteering in the community especially with Michigan Animal Welfare Foundation and St. Patrick Church plus spending time with her husband, Tim, and  watching their two sons run cross country and play baseball and tennis. Tricia holds her Series 7, 9, 10, 63, and 66 securities licenses and is a licensed notary public.  Tricia is looking forward to the rematch for Michigan to win the Paul Bunyan Trophy this year.


Registered States:
MI