Andrew joined UBS in 2012 after 23 years with Merrill Lynch. Prior to his chosen profession, Andrew graduated from Western Michigan University and studied on scholarship in Europe. As a Portfolio Manager he specializes in building dynamic portfolios that fit individual's needs. He also has extensive experience with municipal and corporate bonds, trusts and comprehensive retirement and financial planning. Andrew's focus is to provide advice and guidance to individuals and families as they develop a strategic investment program together. He is a life-long resident of Michigan and a member of the Detroit Athletic Club.  Andrew lives in Northville and enjoys time with his family at the kid's sporting events and weekends boating or skiing in beautiful Michigan.

Registered States:
AL, AZ, CA, CO, FL, IN, KY, MI, NV, NY, PA, SC, VA, WV

Jonathan joined UBS in 2012 after 6 years with Merrill Lynch. He has over 22 years of experience in the investment industry and holds a B.A. from Michigan State University and a M.A. from Wayne State University. He is a past Director of the National Association of Investors Corporation where he analyzed individual stocks and mutual funds. There he also worked with executives at Fortune 500 companies. He has extensive knowledge in financial and retirement planning for families and small businesses. A life-long resident of Michigan, Jonathan his wife, Kathleen and 2 children live in Troy.

Registered States:
CA, CO, FL, MD, MI, NY, OH, UT, VA, WY