Brian built his team with the aim of providing individuals and businesses with the same high-quality wealth management he would expect to receive as a client. He believes that this commitment  to excellence, together with his integrity, collaborative approach and dedicated work ethic, are among the reasons that some clients have chosen to remain with him for more than two decades and that a number of his relationships span three generations. After graduating from Wayne State University, Brian became a successful small business owner at the age of twenty. He joined Merrill Lynch in 1995 and in 2017 made the move to UBS Financial and today helps advise families as they pursue their financial goals and aspirations.

Brian is also a Portfolio Manager in the Portfolio Program who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, UBS Model Portfolios and third-party investment strategies. When servicing clients through the firms Portfolio Management Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Brian and his wife reside in Rochester Hills with their seven children. Brian enjoys golf, boating, and traveling.

Registered States:
AZ, CA, CO, FL, GA, HI, IL, KS, MA, MD, MI, NC, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

Mark began his career in one of the equity market’s most tumultuous years on record—and over the past 30 years he has helped clients manage their wealth throughout good times and bad. Mark joined UBS in 2006 after 20 years at Smith Barney-Citigroup. With his clients, he emphasizes asset allocation and total portfolio management with a focus on retirement income planning; Mark also helps them with education funding, structures for charitable giving and estate planning. Mark is FINRA registered and hold Series 7, 31, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

Mark's focus is on the community he lives in is exemplified by the time he volunteers with the Birmingham Rotary Club. His major passions outside of UBS are his seven children, reading, golf and travel.

Registered States:
AZ, CA, CO, FL, GA, HI, IL, KS, MA, MD, MI, NC, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

Wayne joined UBS in 2018 with over 20 years of experience in the financial services industry. He has an extensive background working with high net worth families and private business owners. 

Wayne holds a degree in Economics from Western Michigan University.  He and his wife Diane live in Grosse Pointe Woods with their three children.  When he's not in the office you can usually find Wayne coaching, watching or volunteering in youth baseball. 

Registered States:
AZ, CA, CO, FL, GA, HI, IL, KS, MA, MI, NC, NV, NY, PA, TN, TX, VA, WA, WI

Jasen began his financial services career in 2007 and has had multiple responsibilities at various firms throughout the industry. He strives to provide excellent client service and prides himself on going above and beyond expectation.  Jasen joined UBS in 2017 is FINRA registered and holds Series 7, 65 & 66 securities licenses.  Additionally, Jasen holds licenses for life, accident and health insurance.  Jasen attends Wayne State University and is working to complete a Bachelor of Science in Business Administration with a Finance concentration.

Jasen lives in Birmingham, enjoys spending time with extended family and attending culturally enriching events. Jasen is a member of the Optimist Club.  He enjoys traveling, volunteering, learning new things and cooking.  Jasen is a fan of the Tigers, Red Wings, Pistons and Lions. 

Registered States:
CA, FL, GA, HI, IL, MA, MI, OH