Plan for life

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."

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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 Modiano

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- 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 between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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, 2023The 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
Mark Steinberg

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- 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, 2023The 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
Adam Jones

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- 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, 2023The 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
John Bush

Managing Director

Financial Advisor
View bio
- 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
Daniel Welsh

Senior Wealth Strategy Associate
View bio
- FL
- 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
David Boor

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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

Tricia Fitzsimons

Team Administrator
View bio
- 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
Kristen Charlton

Senior Wealth Strategy Associate
View bio
- 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 26 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

Jonathan Modiano

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- 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 between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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, 2023The 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
Mark Steinberg

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- 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, 2023The 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
Adam Jones

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- 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, 2023The 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
John Bush

Managing Director

Financial Advisor
View bio
- 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
Daniel Welsh

Senior Wealth Strategy Associate
View bio
- FL
- 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
David Boor

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
Tricia Fitzsimons

Team Administrator
View bio
- 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
Kristen Charlton

Senior Wealth Strategy Associate
View bio
- 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 26 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

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

With more than 80 years of combined experience, we’ve helped our clients address personal financial challenges as well as navigate every type of market. But our understanding of the markets is only one aspect of what we deliver. Our top priority has always been the quality of the relationship we build with you.

Your future, your family and your confidence in us are more important than any investment strategy.

Focused on you, planning for what matters

Guided by integrity in all we do, we put your best interests above all else. That’s why planning plays such a critical role in our work together. Through a disciplined discovery process, we learn exactly what you need by helping you identify what is truly important to you and your family. We ask many questions to uncover all the information that can help us better understand your planning goals as well as the potential risks that could impact your progress.

We then consider alternative paths for getting you what you want for yourself and for those who matter to you. Taken together, these insights help us determine an asset allocation that reflects your personal time horizon, objectives and risk concerns.

Collaboration delivers more

Whether your needs involve a multigenerational estate plan or retirement income solution, transferring a family business or managing the challenges of divorce or job transition, our team works together to deliver a disciplined investment strategy that addresses your specific concerns.

As a team, we are always seeking better ways to manage volatility, reduce unnecessary risk and execute the right strategy for your needs. Because we view ourselves as risk managers, first and foremost, protecting your assets for the long-term is a priority. We’re here to help you weigh your options and collaborate with your accountant or attorney to provide sensible advice and a better solution. You can count on a concierge level of service and attention to see it through.

Helping our clients address their life priorities

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.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

Plan for life

Pursuing your goals together

Jonathan Modiano

Mark Steinberg

Adam Jones

John Bush

Daniel Welsh

David Boor

Tricia Fitzsimons

Kristen Charlton