Knowledge

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.

Troy provides expertise in the following areas:
- Customized investment portfolio management
- Income needs planning
- Insurance and annuity planning
- Multigenerational wealth planning

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.

John has been a financial advisor for thirty eight years. He enjoys his relationships with clients over any other part of the business. He works closely with each client to come up with a financial plan that fits their needs and life goals while minimizing their risk. As challenges arise, John helps his clients adapt to new circumstances as smoothly as possible. He has always felt that putting the client first is the best way to be successful.

John provides expertise in the following areas:
- Estate and multigenerational planning
- Charitable giving strategies
- Retirement income and cash flow analysis
- Retirement plans and employee benefits
- Risk and liability management planning

Before UBS
- Over 35 years of experience in the financial services industry
- American Express Financial Services
- Citizens Bank
- JP Morgan Chase (formerly NBD Bank)

Professional achievements and education
- CERTIFIED FINANCIAL PLANNER™
- Bachelor of Science in Agricultural Engineering Technology, 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
John enjoys woodworking in his shop and building and fixing things around their home in Brighton. He and his wife, Deb, enjoy travelling and exploring the outdoors. They have two adult children, Hillary and John.

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.

Jerry provides expertise in the following areas:
- Fixed income portfolio management
- Structured solutions
- Financial planning
- Outside the box solutions for client’s complicate challenges
- Retirement income and cash flow analysis
- Retirement plans and employee benefits
- Risk and liability management planning

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.

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.

Mary provides expertise in the following areas:
- Investment portfolio management
- Third party investment manager selection
- Employer retirement plans
- Retirement income and cash flow analysis
- Retirement plans and employee benefits
- Risk and liability management planning

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.

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.

Zach provides expertise in the following areas:
- Customized investment portfolio management
- Structured solutions
- Private equity and alternative investments
- Derivative risk management strategies
- Concentrated equity tax management
- Business continuity and succession planning 

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.

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.

Brady provides expertise in the following areas:
- Estate and multigenerational planning
- Tax planning
- Business continuity and succession planning
- Executive compensation and benefit strategies
- Charitable giving strategies
- Professional athlete compensation, benefits and planning and investment strategies
- Retirement income and cash flow analysis
- Retirement plans and employee benefits
- Risk and liability management planning

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 still plays recreational hockey locally, is an avid golfer, and helps coach his sons’ hockey.

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.

Tyler provides expertise in the following areas:
- Investment portfolio construction
- Executive compensation and benefit strategies
- Tax efficient savings strategies
- Roth conversions
- Retirement/pension plan payout options
- Life insurance policy analysis
- Coordinating the distribution of retirement and taxable accounts to fund lifestyle needs
- Timing of when to start collecting Social Security 

Before UBS
- 10 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 a daughter, Ava.

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
- 6 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.

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 husband, Corey, and her friends and family. She is currently on the Birmingham Community House President's Advisory Council.

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.

Joleen 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 maintaining of client accounts and the management of retirement account distributions.

Before UBS
- 6 years of experience in the financial services industry
- Ford Estates

Professional achievements and education
- Bachelor of Science in Human Resource Development, Oakland University

Outside of UBS 
Joleen spends most of her time with her family in their Royal Oak home. She enjoys travelling with her husband, Evan, and son, Wesley and frequenting their summer home in Leland, Michigan. She also enjoy spending time with her friends, cooking, and playing golf.

As the first voice many of our clients hear when they call us, Jennifer is an important part of the service we provide our clients. Her goal is to assist anyone client that calls in so that their questions are answered and needs are resolved as quickly as possible. 

Before UBS
- 15 years of sales and customer service experience in the automotive industry

Professional achievements and education
- Bachelor's degree in Business Management, minor in Marketing, Oakland University
- Fluent in Polish

Outside UBS
Jennifer enjoys spending time with her husband of 14 years, Andrzej, and their two children, Aniella and Aleksander. She comes from a proud Polish family and loves to embrace her Polish heritage. She also enjoys traveling, ballroom dancing, and spending quality time with family and friends.

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.