Dominick has over 35 years of experience serving clients as a financial advisor holding both the Certified Financial Planner TM and Certified Investment Management Analyst TM designations. Dominick has been recognized as a top financial advisor earning the Presidents Club membership at UBS.  He and his wife have five children and live in Farming Ton Hills, MI.

Registered States:
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI

Fascinated by a stock market game he played in for a class in the 8th grade, Dan developed an interest in the financial world early on. There was no question what his focus in college or subsequent career path would be. He began working in the financial services industry in 1991, and joined UBS wealth management in 2013.

Dan is a Certified Financial Planner®, Certified Investment Management Analyst® and holds the primary role of serving as PMP Portfolio Manager for our clients. As a Midwesterner growing up on a farm, Dan learned his strong work ethic from his parents. He understands how clients think and feel about money—particularly the work it takes to accumulate, and the importance of planning and investing for retirement. His clients can count on him to be a compassionate listener skilled in balancing empathy with disciplined investment advice and counsel.

Dan attended Albion College, worked and studied in London, England, and earned Bachelors Degree in Economics and Management in 1991. Outside of work, he is an active animal rights supporter, an avid boater, and a member of the Detroit Athletic Club.

Registered States:
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI

Diana began her Financial Services career in 1985 gaining diverse experience in several positions within operations and capital markets divisions. Diana transitioned to a Financial Advisor in 1993 and has been serving clients ever since.  She joined UBS Financial Services in 2013.

Diana has a BBA from the Ross School of Business at the University of Michigan and an MBA from Wayne State University.  She also is a Certified Financial Planner (CFP®), the top rated professional certification in the industry.  She is proud to be a principal member and the lead planner of this financial-planning focused team that helps instill confidence in generations of families as they prepare for the future and a comfortable retirement.

 When not at work, giving back to her community is a top priority for Diana. An active member of her church, she has served as both trustee and treasurer and is committed to being a responsible steward of members' donations. Diana also serves on the board of Cass Community Social Services. She strives to make a difference in the lives of families, particularly teens, and is both a youth counselor and Girl Scout leader.  She and her husband, Eric, and their two children, Brian and Erica live in Bloomfield Hills.

Registered States:
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI

Paul essentially grew up in financial services. He took his first job as a college intern for a major brokerage firm in 1989, and worked as a successful financial advisor ever since, joining UBS in 2013. Paul is passionate about making a difference in people's lives, and as a result, he has not only built many enduring business relationships, but many friendships as well.    

Paul focuses on meeting and working with new and existing clients to deliver on the team's promise—helping them grow and preserve their wealth. He brings comprehensive knowledge and credentials to his practice, including an MBA from the University of Michigan, a finance degree from Central Michigan University, and the professional certifications of CFP® and CIMA®.

Paul has always been active in his community, including involvement on the Boards for Oakland Family Services and Hospice of Michigan. He is a leader in his son's Boy Scout troop, teaches college investment classes, and serves as a downhill skiing instructor.  He and his wife, Jill, and their two children live in Commerce Township.

Registered States:
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI

Lisa began her career in the financial industry at Merrill Lynch in 1989 joining the DP Group in 2005.  She and the team joined UBS in 2013 where she is dedicated to providing the highest level of service to her clients. Her primary responsibilities on the team include operations, account administration and special projects.  Lisa graduated from Oakland Community College with an associate's degree in business administration.

Outside of work, Lisa is proud of her charitable work in several youth organizations--Job's Daughters International and DeMolay International and has worked with them on both the local and International levels for a number of years. She, her husband, Chris and their two children live in Milford, MI.

Kristen is a has been serving clients for over 25 years handling office administration, trading, and client service.  Kristen is married with four children and lives in Canton, MI.

Registered States:
AZ, CO, FL, GA, IL, IN, KY, MD, MI, MN, NC, NH, NY, PA, SC, TN, TX, VA, WA, WI