Plan for life

Young family on beach

Helping our clients address their life priorities

At BLS Financial Partners, our wealth management philosophy is simple: we provide investment and planning insight to help you make the best financial decisions. In fact, we believe many of our clients think of us as their "personal CFO."

We know your financial life encompasses much more than the current markets. No matter what milestones you’re working toward, we’re committed to delivering the guidance you need most. Advice. Beyond investing.

  • Planning across generations
    We understand the dynamics of family relationships and their impact on financial decision making.
  • Business and career change
    We’ve worked with many key business leaders who have embarked on new careers and professional experiences
  • Life transition for women
    By empowering you with the tools and planning skills to make the best choices, we can help you navigate the financial and legal challenges you may face during separation, divorce or widowhood.
BLS Financial Partners

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jonathan M. Modiano

    Jonathan Modiano

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Jon has been with UBS for 20 years since graduating from Western Michigan University, where he received his B.A. in Business Administration. After completing advanced studies, he received his Wealth Advisor designation. Jon enjoys water skiing and is a collector of fine wines. He and his wife, Erin, live in Orchard Lake and they have three sons.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Western Michigan University
    • Wealth Advisor
    32300 Northwestern Highway
    Suite 150
    Farmington Hills, MI 48334
    jonathan.modiano@ubs.com
    Jonathan Modiano
    32300 Northwestern Highway,Farmington Hills,MI,48334
  • Mark Steinberg

    Mark Steinberg

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Mark is a 23-year veteran of the financial services industry. Prior to his career in the financial services industry, Mark was a senior executive with a major Detroit–based company. After completing advanced study, he received the Certified Financial Planner™ designation.

    Mark has a M.B.A. and a B.A. from Michigan State University. Active in the community, Mark serves on the boards of Huron Valley Sinai Hospital and the Lakes Area Chamber of Commerce. He is an avid boater and golfer and is a member of Edgewood Country Club in Commerce.

    Mark Steinberg holds FINRA series 7, 31, 65 & 66 securities licenses and is a registered California Insurance Agent (0E61713).

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Michigan State University
    • CERTIFIED FINANCIAL PLANNER®
    • Chartered Retirement Planning Counselor
    • Wealth Advisor
    32300 Northwestern Highway
    Suite 150
    Farmington Hills, MI 48334
    mark.steinberg@ubs.com
    Mark Steinberg
    32300 Northwestern Highway,Farmington Hills,MI,48334
  • Adam Jones

    Adam Jones

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Adam has been in the financial services industry for 15 years and joined BLS Financial Partners in 2011. He has a B.A. in Finance from Michigan State University. Adam and his wife, Cindy, have two daughters, Charlotte and Lillian.  He is an avid golfer and is a member of Edgewood Country Club in Commerce.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Michigan State University
    • Wealth Advisor
    32300 Northwestern Highway
    Suite 150
    Farmington Hills, MI 48334
    adam.m.jones@ubs.com
    Adam Jones
    32300 Northwestern Highway,Farmington Hills,MI,48334
  • John Bush

    John Bush

    Managing Director

    Financial Advisor

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    • FL
    • MI

    John joined BLS Financial Partners on September 1, 2021.  He most recently was the Market Head of UBS Michigan, with the responsibility for the offices across the state.  John brings nearly 41 years of industry experience, talent and commitment to each of our client relationships and will be a valuable addition to BLS Financial Partners.  John graduated from Michigan State University.  He and his wife, Julie, enjoy spending time with their three sons and seven grandchildren.  John also volunteers with Care House of Oakland County and Venture for America.

      • Michigan State University
        32300 Northwestern Highway
        Suite 150
        Farmington Hills, MI 48334
        john.bush@ubs.com
        John Bush
        32300 Northwestern Highway,Farmington Hills,MI,48334
      • Daniel Joseph Welsh

        Daniel Welsh

        Senior Wealth Strategy Associate

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        • CA
        • FL
        • GA
        • MI
        • NY
        • OH

        Dan joined the BLS Financial Partners in 2018 just shortly after graduating from Ole Miss with a B.A. in both Managerial Finance and Real Estate. He is an avid golfer, snowboarder, and hopes to live long enough to one day see the Detroit Lions win a Super Bowl.

          • University of Mississippi
            32300 Northwestern Highway
            Suite 150
            Farmington Hills, MI 48334
            daniel.welsh@ubs.com
            Daniel Welsh
            32300 Northwestern Highway,Farmington Hills,MI,48334
          • David Boor

            David Boor

            Managing Director–Wealth Management

            Financial Advisor

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IL
            • IN
            • LA
            • MA
            • MD
            • MI
            • MN
            • MO
            • NC
            • NJ
            • NV
            • NY
            • OH
            • PA
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA

            Dave is a 40-year veteran of the financial services industry and the founding partner of BLS Financial Partners. At UBS, Dave is a member of UBS’s Chairman’s Council, a select group of the firm’s most distinguished Advisors.  

            Dave spent 22 years at Merrill Lynch before joining UBS in 2005.  Dave earned both his M.B.A. in Finance and B.A. from Michigan State University. He is active in his community and works closely with Dr. Gary Burnstein Community Health Clinic, Michigan Animal Welfare Foundation and Gleaners Community Food Bank of Southeastern Michigan. He is an avid bowler and golfer.

            • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
            • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017
              The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

            • Michigan State University
              Home Worker FL
              Home Worker FL, FL 000
              david.boor@ubs.com
              David Boor
              Home Worker FL,Home Worker FL,FL,000
            • Tricia A. Fitzsimons

              Tricia Fitzsimons

              Team Administrator

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              • IL
              • MI

              Tricia joined BLS Financial Partners in 2014 and has been in the financial services industry for 28 years. After earning her B.A. in Economics from University of Michigan, Tricia gathered significant experience in the financial services industry including being promoted to Operations Manager.  Tricia is dedicated to understanding clients' needs and thrives on developing client relationships.  Tricia also enjoys volunteering in the community especially with Michigan Animal Welfare Foundation and St. Patrick Church.  She enjoys spending time with her husband, Tim, Up North and they have two sons. Tricia holds her Series 7, 9, 10, 63, and 66 securities licenses and is a licensed notary public.  Tricia is looking forward to the rematch for Michigan to win the Paul Bunyan Trophy this year.

                • University of Michigan
                  32300 Northwestern Highway
                  Suite 150
                  Farmington Hills, MI 48334
                  tricia.fitzsimons@ubs.com
                  Tricia Fitzsimons
                  32300 Northwestern Highway,Farmington Hills,MI,48334
                • Kristen Charlton

                  Kristen Charlton

                  Senior Wealth Strategy Associate

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                  • CA
                  • FL
                  • MI
                  • NC
                  • NY
                  • OH
                  • TX

                  Kristen started working at UBS in 2008 and joined BLS Financial Partners in 2020.  Kristen is passionate about building great relationships and providing exceptional customer service.  

                  With over 27 years of industry experience, Kristen specializes in account administration and processing estate settlements.  Prior to joining UBS, Kristen started her financial career at EVEREN Securities in 1997 as a wire operator.  She was later promoted to client service associate and operations manager.  She holds Series 7, 8, 63, 65 and is insurance licensed.  Kristen earned her Associates degree from Macomb Community College.  

                  Kristen enjoys relaxing Up North with her husband and rescue dog.  She also has a son in the Air Force and two grandchildren.  Outside of the office, Kristen volunteers for Interfaith Volunteer Caregivers and searches for treasures while antiquing.

                        Home Worker MI
                        Home Worker MI, MI 000
                        kristen.charlton@ubs.com
                        Kristen Charlton
                        Home Worker MI,Home Worker MI,MI,000

                      Defining your priorities. Pursuing what matters.

                      Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                      Relationships come first

                      Relationships come first

                      Focused on you, planning for what matters

                      Focused on you, planning for what matters

                      Collaboration delivers more

                      Collaboration delivers more

                      White House

                      ElectionWatch 2024

                      24 questions for the '24 US election

                      Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                      The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                      Download the report

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