Senior Vice President–Wealth Management
Financial Advisor
Troy has been a financial advisor for more than forty years. He opened the Paine Weber Birmingham, Michigan office in 1989 – later acquired by UBS – and served as Branch Manager and client advisor. Currently a Senior Vice President – Wealth Management at UBS, Troy specializes in preretirement and retirement planning. His clients vary from chief executives to professional athletes. Troy works closely with all of his clients to develop highly customized investment strategies, matching each client’s objectives with opportunities that exist across the market.
Before UBS
- Troy has over 40 years of experience in the financial services industry
- Professional Compensation Group
- E.F. Hutton
- Merrill Lynch
Professional achievements and education
- Degree in Business, minor in Economics, Michigan State University
- Series 7, 63 & 65
- Michigan Accident and Health, Life and Variable Annuities
- President’s and Chairman’s Club award
Outside the office
Troy was born and raised in Hillsdale, a small town in Southern Michigan. The father of two, one of whom – Brent – he is proud to call a colleague. Troy has been married to his wife Gail for 42 years. They reside in Bloomfield Hills. An avid runner, fly fisher, and golfer, Troy has been involved in a variety of activities in the community, including service clubs, church initiatives, and philanthropic organizations.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Troy has been a financial advisor for more than forty years. He opened the Paine Weber Birmingham, Michigan office in 1989 – later acquired by UBS – and served as Branch Manager and client advisor. Currently a Senior Vice President – Wealth Management at UBS, Troy specializes in preretirement and retirement planning. His clients vary from chief executives to professional athletes. Troy works closely with all of his clients to develop highly customized investment strategies, matching each client’s objectives with opportunities that exist across the market.
Before UBS
- Troy has over 40 years of experience in the financial services industry
- Professional Compensation Group
- E.F. Hutton
- Merrill Lynch
Professional achievements and education
- Degree in Business, minor in Economics, Michigan State University
- Series 7, 63 & 65
- Michigan Accident and Health, Life and Variable Annuities
- President’s and Chairman’s Club award
Outside the office
Troy was born and raised in Hillsdale, a small town in Southern Michigan. The father of two, one of whom – Brent – he is proud to call a colleague. Troy has been married to his wife Gail for 42 years. They reside in Bloomfield Hills. An avid runner, fly fisher, and golfer, Troy has been involved in a variety of activities in the community, including service clubs, church initiatives, and philanthropic organizations.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Jerry has been a financial advisor for thirty five years. He has also been a small business owner and has had to make financial decisions amidst the chaos of family issues and four successive corporate mergers. Jerry can identify with clients in regards to the unique problems they face. His patience and expertise help him serve successful business owners, corporate executives and other clients with dynamic and complicated financial situations.
Before UBS
- 36 years of experience in the financial services industry
- JP Morgan Chase (formerly NBD Bank)
Professional achievements and education
- Bachelor of Science in Business Administration, focus in Finance and Economics, Central Michigan University
- Series 7, 63 & 65
- Michigan Accident and Health, Life and Variable Annuities
- President’s and Chairman’s Club award
Outside the office
Jerry is a lifelong Detroit area resident. His wife, Julie, is a dentist and they have three active children, Brett, Jake and Abby. They spend the majority of their free time working with the kids and their activities. Jerry and Julie have a large extended family, which also helps keep their lives busy.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Jerry has been a financial advisor for thirty five years. He has also been a small business owner and has had to make financial decisions amidst the chaos of family issues and four successive corporate mergers. Jerry can identify with clients in regards to the unique problems they face. His patience and expertise help him serve successful business owners, corporate executives and other clients with dynamic and complicated financial situations.
Before UBS
- 36 years of experience in the financial services industry
- JP Morgan Chase (formerly NBD Bank)
Professional achievements and education
- Bachelor of Science in Business Administration, focus in Finance and Economics, Central Michigan University
- Series 7, 63 & 65
- Michigan Accident and Health, Life and Variable Annuities
- President’s and Chairman’s Club award
Outside the office
Jerry is a lifelong Detroit area resident. His wife, Julie, is a dentist and they have three active children, Brett, Jake and Abby. They spend the majority of their free time working with the kids and their activities. Jerry and Julie have a large extended family, which also helps keep their lives busy.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Mary has worked in the financial services industry for more than thirty years. She dedicates her expertise to the development of wealth strategies for high net worth individuals, corporations, and institutions. Mary utilizes an adaptive, consultative approach, combining deep commitment to understanding her clients’ goals with the insight and technical know-how it takes to achieve them.
Before UBS
- 35 years of experience in the financial services industry
- E.F. Hutton
Professional achievements and education
- Certified Investment Management Analyst®
- Chartered Retirement Plan Specialist®
- Bachelors in Management, University of West Florida
- Series 7, 63 & 65
- Michigan Accident and Health, Life and Variable Annuities
- President’s and Chairman’s Club award
Outside the office
The sixth of seven children, Mary has been married for twenty-seven years to her husband, Alan, with whom she has two daughters. She enjoys playing golf, running, and coaching softball. She is an active member of her church, where she has been involved in the religious education program.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Mary has worked in the financial services industry for more than thirty years. She dedicates her expertise to the development of wealth strategies for high net worth individuals, corporations, and institutions. Mary utilizes an adaptive, consultative approach, combining deep commitment to understanding her clients’ goals with the insight and technical know-how it takes to achieve them.
Before UBS
- 35 years of experience in the financial services industry
- E.F. Hutton
Professional achievements and education
- Certified Investment Management Analyst®
- Chartered Retirement Plan Specialist®
- Bachelors in Management, University of West Florida
- Series 7, 63 & 65
- Michigan Accident and Health, Life and Variable Annuities
- President’s and Chairman’s Club award
Outside the office
The sixth of seven children, Mary has been married for twenty-seven years to her husband, Alan, with whom she has two daughters. She enjoys playing golf, running, and coaching softball. She is an active member of her church, where she has been involved in the religious education program.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Zach enjoys working in an environment that presents a new set of challenges every day, whether it is client specific or market related. He believes that successfully navigating the difficult and ever-changing environment of the financial markets to help clients meet their goals is incredibly rewarding. Zach’s family connection with finances dates back to his fifth birthday, when his grandparents gave him an exceptional CD to help him pay for a large portion of his education. This gift has had an impact on him to this day and reminds him of the power of the financial industry to help people achieve their goals and aspirations for both themselves and their families. He strives to effectively guide clients as they navigate new financial ventures in order to help them reach their financial goals while minimizing their risk.
Before UBS
- 23 years of experience in the financial services industry
- Morgan Stanley
- McDonald Investments
Professional achievements and education
- Chartered Financial Analyst®
- Certified Exit Planning Advisor®
- Master of Business Administration, concentration in finance, Case Western University
- Bachelor of Arts in Economics, Denison University
- Series 7, 66, 4 & 31
- Michigan Accident and Health, Life and Variable Annuities
-Director’s Council award
Outside the office
Zach lives in Bloomfield Village with his wife, Kristie, and three children, Avery, Grafton and Ford. Zach is a member of the CFA Society of Detroit, Bloomfield Hills Country Club, and Bloomfield Open Hunt Club. He is also actively involved with the Birmingham YMCA’s Blue Dolphin swim program, having served on the Parent Board for the past 4 years, most recently as co-President.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Zach enjoys working in an environment that presents a new set of challenges every day, whether it is client specific or market related. He believes that successfully navigating the difficult and ever-changing environment of the financial markets to help clients meet their goals is incredibly rewarding. Zach’s family connection with finances dates back to his fifth birthday, when his grandparents gave him an exceptional CD to help him pay for a large portion of his education. This gift has had an impact on him to this day and reminds him of the power of the financial industry to help people achieve their goals and aspirations for both themselves and their families. He strives to effectively guide clients as they navigate new financial ventures in order to help them reach their financial goals while minimizing their risk.
Before UBS
- 23 years of experience in the financial services industry
- Morgan Stanley
- McDonald Investments
Professional achievements and education
- Chartered Financial Analyst®
- Certified Exit Planning Advisor®
- Master of Business Administration, concentration in finance, Case Western University
- Bachelor of Arts in Economics, Denison University
- Series 7, 66, 4 & 31
- Michigan Accident and Health, Life and Variable Annuities
-Director’s Council award
Outside the office
Zach lives in Bloomfield Village with his wife, Kristie, and three children, Avery, Grafton and Ford. Zach is a member of the CFA Society of Detroit, Bloomfield Hills Country Club, and Bloomfield Open Hunt Club. He is also actively involved with the Birmingham YMCA’s Blue Dolphin swim program, having served on the Parent Board for the past 4 years, most recently as co-President.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
As a Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER™, and Certified Exit Planning Advisor®, Brady works closely with our clients to help them pursue their goals through comprehensive financial planning. His in-depth knowledge of estate, tax, charitable giving, and financial planning allows him to craft personalized solutions tailored to each client’s individual needs and priorities. Brady has designed financial plans for families whose net worth range from $250,000 to $300 million. Brady’s knowledge and experience allows him to help clients with a wide range of backgrounds and wealth.
Before UBS
- 11 years of experience in the financial services industry
- Royal Bank of Canada
- Edelman Financial Services, LLC
- United Capital Financial Advisers, LLC
Professional achievements and education
- Certified Private Wealth Advisor®
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor®
- Master of Science in Personal Financial Planning, College for Financial Planning
- Bachelor of Commerce, Athabasca University
- Series 7 & 66
- Michigan Accident and Health, Life and Variable Annuities
Outside the office
Brady was born and raised in Canada where he played hockey in the Ontario Hockey League (OHL) and at Queen’s University. Brady’s wife, Katie, is a podiatric surgeon and they have two boys, Cayden and Owen. Brady enjoys coaching his boys' hockey teams, golfing, and snowboarding with his family.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
As a Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER™, and Certified Exit Planning Advisor®, Brady works closely with our clients to help them pursue their goals through comprehensive financial planning. His in-depth knowledge of estate, tax, charitable giving, and financial planning allows him to craft personalized solutions tailored to each client’s individual needs and priorities. Brady has designed financial plans for families whose net worth range from $250,000 to $300 million. Brady’s knowledge and experience allows him to help clients with a wide range of backgrounds and wealth.
Before UBS
- 11 years of experience in the financial services industry
- Royal Bank of Canada
- Edelman Financial Services, LLC
- United Capital Financial Advisers, LLC
Professional achievements and education
- Certified Private Wealth Advisor®
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor®
- Master of Science in Personal Financial Planning, College for Financial Planning
- Bachelor of Commerce, Athabasca University
- Series 7 & 66
- Michigan Accident and Health, Life and Variable Annuities
Outside the office
Brady was born and raised in Canada where he played hockey in the Ontario Hockey League (OHL) and at Queen’s University. Brady’s wife, Katie, is a podiatric surgeon and they have two boys, Cayden and Owen. Brady enjoys coaching his boys' hockey teams, golfing, and snowboarding with his family.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Account Vice President
Financial Advisor
Tyler’s in-depth knowledge of the many aspects of financial planning allows him to construct personalized solutions unique to each client’s needs. He enjoys helping people prepare for retirement and financial independence. He does this by preparing a custom cash flow analysis to determine if clients have enough money to fund their lifestyle in retirement. For those who aren’t ready to retire, Tyler prepares savings strategies to help them reach their goals.
Before UBS
- 11 years of experience in the financial services industry
- Copeland Capital Management
- Invesco
- Hines Securities
Professional achievements and education
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor®
- Bachelor of Arts in Finance, Michigan State University
- Series 7, 63 & 65
- Michigan Accident and Health, Life and Variable Annuities
Outside the office
Tyler was born and raised in Durand, a small town in Mid-Michigan. He later attended Michigan State University where he met his wife, Sarah. Tyler and Sarah lived in Houston, Texas for five years after graduation. They moved back to Michigan in 2017 and now have two daughters, Ava and Cora.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Account Vice President
Financial Advisor
Tyler’s in-depth knowledge of the many aspects of financial planning allows him to construct personalized solutions unique to each client’s needs. He enjoys helping people prepare for retirement and financial independence. He does this by preparing a custom cash flow analysis to determine if clients have enough money to fund their lifestyle in retirement. For those who aren’t ready to retire, Tyler prepares savings strategies to help them reach their goals.
Before UBS
- 11 years of experience in the financial services industry
- Copeland Capital Management
- Invesco
- Hines Securities
Professional achievements and education
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor®
- Bachelor of Arts in Finance, Michigan State University
- Series 7, 63 & 65
- Michigan Accident and Health, Life and Variable Annuities
Outside the office
Tyler was born and raised in Durand, a small town in Mid-Michigan. He later attended Michigan State University where he met his wife, Sarah. Tyler and Sarah lived in Houston, Texas for five years after graduation. They moved back to Michigan in 2017 and now have two daughters, Ava and Cora.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
As a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst®, Ammar assists with the research and implementation of our investment strategies and the design and implementation of our clients' financial plans. He is also responsible for overseeing our clients' 529 plans, life insurance, and annuities.
Before UBS
- 7 years of experience in the financial services industry
- Brown Brothers Harriman
- Merrill Lynch
- Teaching assistant for three semesters for Michigan State University's Financial Management course.
Professional achievements and education
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®, Yale School of Management
- Bachelor of Arts in Finance, Michigan State University Eli Broad College of Business
- Series 7 & 66
- Michigan Accident and Health, Life and Variable Annuities
Outside of UBS
Outside of his career, Ammar enjoys spending time with friends and family. He enjoys playing golf and is an avid Detroit sports fan.
Credentials
Financial Advisor
As a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst®, Ammar assists with the research and implementation of our investment strategies and the design and implementation of our clients' financial plans. He is also responsible for overseeing our clients' 529 plans, life insurance, and annuities.
Before UBS
- 7 years of experience in the financial services industry
- Brown Brothers Harriman
- Merrill Lynch
- Teaching assistant for three semesters for Michigan State University's Financial Management course.
Professional achievements and education
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®, Yale School of Management
- Bachelor of Arts in Finance, Michigan State University Eli Broad College of Business
- Series 7 & 66
- Michigan Accident and Health, Life and Variable Annuities
Outside of UBS
Outside of his career, Ammar enjoys spending time with friends and family. He enjoys playing golf and is an avid Detroit sports fan.
Credentials
Client Associate
Ali works closely with the team's financial advisors to prepare for client meetings and implement recommended strategies. She's also responsible for opening and maintaining client accounts and relationships. Her organizational and personal skills ensures our clients enjoy a great experience when working with Ali.
Before UBS
- 7 years of financial services experience at UBS
Professional achievements and education
- Bachelor of Science in Finance, Butler University
- Series 7 & 66
Outside of UBS
Outside of her career, Ali enjoys golfing, travelling, and spending time with her husband, Corey, and their son, Liam. She is currently on the Birmingham Community House President's Advisory Council.
Client Associate
Ali works closely with the team's financial advisors to prepare for client meetings and implement recommended strategies. She's also responsible for opening and maintaining client accounts and relationships. Her organizational and personal skills ensures our clients enjoy a great experience when working with Ali.
Before UBS
- 7 years of financial services experience at UBS
Professional achievements and education
- Bachelor of Science in Finance, Butler University
- Series 7 & 66
Outside of UBS
Outside of her career, Ali enjoys golfing, travelling, and spending time with her husband, Corey, and their son, Liam. She is currently on the Birmingham Community House President's Advisory Council.
Client Associate
Stacie has become an integral part of our client service team and is part of the reason our team is able to provide excellent service to our clients. She is responsible for the opening and maintenance of client accounts and the implementation and maintenance of our clients’ life insurance policies and annuities.
Before UBS
- 16 years of operations management experience
- Delaware North
Professional achievements and education
- Bachelor of Arts in Hospitality Business, Michigan State University
Outside of UBS
Stacie grew up in Romeo, Michigan before moving to Massachusetts and Connecticut for 13 years. Outside of the office Stacie enjoys reading, going to the gym, and spending time with her friends and family.
Client Associate
Stacie has become an integral part of our client service team and is part of the reason our team is able to provide excellent service to our clients. She is responsible for the opening and maintenance of client accounts and the implementation and maintenance of our clients’ life insurance policies and annuities.
Before UBS
- 16 years of operations management experience
- Delaware North
Professional achievements and education
- Bachelor of Arts in Hospitality Business, Michigan State University
Outside of UBS
Stacie grew up in Romeo, Michigan before moving to Massachusetts and Connecticut for 13 years. Outside of the office Stacie enjoys reading, going to the gym, and spending time with her friends and family.
Senior Client Associate
Senior Client Associate
Client Associate
Before UBS
- 15 years of experience in the financial services industry
- Wells Fargo
Professional achievements and education
- Chartered Mutual Fund Counselor
- Bachelor of Arts in Education, University of Michigan
- Series 7 & 66
- Michigan Accident and Health, Life and Variable Annuities
Outside of UBS
Outside of her career, she enjoys golfing, travelling, movies and entertaining. She is a member of the Bloomfield Open Hunt Club and Bloomfield Hills Country Club. Kristie resides in Bloomfield Village with her husband, Zach, and is happily married with three children, Avery, Grafton and Ford.
Credentials
Client Associate
Before UBS
- 15 years of experience in the financial services industry
- Wells Fargo
Professional achievements and education
- Chartered Mutual Fund Counselor
- Bachelor of Arts in Education, University of Michigan
- Series 7 & 66
- Michigan Accident and Health, Life and Variable Annuities
Outside of UBS
Outside of her career, she enjoys golfing, travelling, movies and entertaining. She is a member of the Bloomfield Open Hunt Club and Bloomfield Hills Country Club. Kristie resides in Bloomfield Village with her husband, Zach, and is happily married with three children, Avery, Grafton and Ford.
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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