Understanding

Comes from experience

We believe that wealth management goes beyond traditional investment strategies. We see it as encompassing your entire investment and financial life–with your team of Financial Advisors involved every step of the way. At UBS, we strive to help pursue goals in light of each investor's needs and circumstances. To this end, we concentrate on developing long-term relationships through a commitment to quality client service and an ongoing dialogue, including periodic portfolio reviews and performance analyses.

Jonathan Modiano

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Recognized as an industry leader:

  • 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, 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.

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

Education

  • Western Michigan University

Credentials

  • Wealth Advisor
32300 Northwestern Highway
Suite 150
Farmington Hills, MI 48334

Email Me

Mark Steinberg

Senior Vice President–Wealth Management

Financial Advisor

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).

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

Recognized as an industry leader:

  • 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.

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

Education

  • Michigan State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
  • Wealth Advisor
32300 Northwestern Highway
Suite 150
Farmington Hills, MI 48334

Email Me

Adam Jones

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Recognized as an industry leader:

  • 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.

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

Education

  • Michigan State University

Credentials

  • Wealth Advisor
32300 Northwestern Highway
Suite 150
Farmington Hills, MI 48334

Email Me

John Bush

Managing Director

Financial Advisor

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.

Registered States:
  • FL
  • MI

Education

  • Michigan State University
32300 Northwestern Highway
Suite 150
Farmington Hills, MI 48334

Email Me

Daniel Welsh

Senior Wealth Strategy Associate

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.

Registered States:
  • FL
  • MI
  • NY
  • OH

Education

  • University of Mississippi
32300 Northwestern Highway
Suite 150
Farmington Hills, MI 48334

Email Me

David Boor

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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. 

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

Education

  • Michigan State University
Home Worker FL
Home Worker FL, FL 000

Email Me

Tricia Fitzsimons

Team Administrator

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.

Registered States:
  • IL
  • MI

Education

  • University of Michigan
32300 Northwestern Highway
Suite 150
Farmington Hills, MI 48334

Email Me

Kristen Charlton

Senior Wealth Strategy Associate

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.

Registered States:
  • CA
  • FL
  • MI
  • NC
  • NY
  • OH
  • TX
Home Worker MI
Home Worker MI, MI 000

Email Me