Experience Makes all the difference

Experience has taught us that each decision you make can have far-reaching effects on your financial life and the pursuit of your goals. That’s why we take the time to sit down with you, listen to your goals and interests, and review areas where critical decisions may be required. The results will be a highly personalized plan, fitted to your specific situation with appropriate risk levels to support your continued pursuit for success.

Steve Gasper, CFA

Senior Vice President - Wealth Management
Private Wealth Advisor
248-637-0269

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Steve Gasper sets the tone for the entire team by embodying a high moral fiber and striving for excellence. He has a true understanding of risk, thanks to his unique experiences earlier in his career. As a former investment analyst, director of investment research and member of the board of directors at two different NYSE firms, Chairman of Investment Policy at Thomson McKinnon in NY, Executive Vice President of Fidelity Investments in Boston, MA, Governor of the Chicago Stock Exchange and President and CEO of First of Michigan Capital, his expertise in identifying and managing risk runs deep.

Since joining UBS in 2001, Steve continues to integrate thoughtful risk management principals into the “virtual family office,” planning-based practice he and his two sons have built. Serving the wealth management needs of affluent business owners, corporate executives and their families, the team is committed to the financial well-being of each of their clients.

Steve graduated from the University of Michigan with a B.B.A., followed by an M.B.A, and he continues to be passionate about his alma mater.  Outside of work, Steve has served on the Board for Detroit Public Television, and the Orchard Lake Country Club. He and his wife of over 40 years, Stephanie, simply enjoy family time—their two sons and daughters-in-law, and their five young grandchildren.


Brett M. Gasper, CFP®, CPWA®

Senior Vice President - Wealth Management
Private Wealth Advisor
248-637-0277

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Brett grew up around the financial markets. As he got older, his interest deepened, and he welcomed his father’s mentorship. Fast forward to today, Brett is a seasoned wealth manager at UBS, where he has broadened his planning focus, earning both the Certified Private Wealth Advisor (CPWA®) and Certified Financial PlannerTM (CFP®) designations.

As the financial quarterback within The Gasper Financial Group, Brett connects all the moving parts of clients’ financial lives. He collaborates with their other financial professionals as well as other specialists from the Gasper team network. Brett has a unique ability to see the big picture, clarify complicated issues and with laser focus, offer solutions that cut through the clutter. Overall, he strives to make clients’ complex financial lives simpler.

Brett was named one of UBS’s Top 35 Under 35 Financial Advisors in 2012. In 2019 he was recognized by Forbes as "Best in State" Wealth Advisor.  He earned his B.A. in finance from Michigan State University. Since, he has studied at the University of Chicago Booth School of Business.  Brett and his wife, Sarah, have two children, Russell and Caitlin.


Registered States:
AZ, CA, CO, FL, IL, IN, MI, NC, NY, OH, OR, TN, TX, UT, VA, WA, WI


David Gasper, CFP®, CIMA®

Senior Vice President - Wealth Management
Private Wealth Advisor
248-822-3348

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David is a true client advocate. As an early adopter of UBS' "Wealth Way", he empowers his clients through education and speaking with them in a language they understand.   He has an ever-present passion for people and helping protect what matters most to them—family. As a result, clients become friends and ultimately an extension of the Gasper family.

Prior to joining UBS in 2009, David worked as a wholesaler in asset management for six years, becoming an outside wholesaler and vice president early in his career. He is a graduate of The Kelley School of Business at Indiana University. David is a Certified Financial Planner (CFP®) and holds the Certified Investment Management Analyst (CIMA®) designation. 

Outside of UBS, David sits on the board of directors for The Midnight Golf Program. In 2012, David was presented the Global Employee Volunteering Award for his significant contributions to the community. In 2017, 2018 and 2019  Forbes recognized David as one of America's Top Next-Generation Wealth Advisors and in 2018 as a "Best in State" Wealth Advisor.   He is an avid golfer and enjoys spending time with his wife, Courtney, and three children Lucy, Brady, and Owen. 


Registered States:
AZ, CA, CO, FL, IL, IN, MI, NC, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI


Kristina Lehman

Authorized Officer
Team Administrator
248-822-3353

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Kristina thoroughly enjoys making our client’s lives easier by helping provide the tools and steps necessary to incorporate the entire wealth management process. In 2006, Kristina joined The Gasper Financial Group and finds the connections the team builds with clients very rewarding. Kristina provides customized banking solutions and strives to integrate the team’s wealth management process into everyday operations.

Kristina graduated from Saginaw Valley State University with a bachelor’s degree in finance. She holds the Series 7, 66, life, health and disability licenses. She speaks nationally on client communication techniques within UBS. Kristina and her husband, John, have two sons, Miles and Mason.  In her spare time she enjoys helping with her sons' baseball and basketball teams. 

 

 


Registered States:
AZ, CA, FL, MI, OH, TN, TX, WI


Danielle James

Senior Wealth Strategy Associate
248-649-7528

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Inspired by their comprehensive approach to wealth management and their commitment to delivering Advice. Beyond investing, Danielle joined the Gasper Group in 2016 as a Wealth Strategy Associate. While she has more than 10 years of wealth management experience, she successfully provided fiduciary and management of a portfolio of real estate assets for high net worth clients prior to joining the Gasper team.

Danielle received a B.S. in business administration with a major in finance from the University of Detroit Mercy. She is currently pursuing M.B.A. with a major in Finance from Wayne State University.


Registered States:
AZ, CA, FL, IL, MI, OH, TN, TX, WI