Experience

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Guiding families with experience, perspective and passion

Mike provides comprehensive wealth management solutions to ultra-affluent families, entrepreneurs, and family offices. His focus is on simplifying the challenges and elevating the opportunities that significant wealth can bring to ensure his clients can make the greatest impact on the causes, ventures and passions that give the greatest purpose to their life. Mike draws from his years of experience to help his clients align their personal and professional financial needs, while providing insightful financial solutions and perspective to help them realize their current and long-term aspirations for generations to come.

As the leader of the team, Mike ensures the right values, experiences and resources are in place for his team to assist clients with their current and future aspirations. Creating a positive culture for his team to learn and grow is a priority that he believes will serve his team and clients well. Mike loves mentoring and spending time with the next generation to guide them in continuing their families legacies.

He is also is a believer in giving back to the passions that he and his family would like to make a material impact on.

Industry experience

• UBS, Private Wealth Management
• Morgan Stanley, Private Wealth Management

Volunteer Work and Personal Life

• Mike loves spending time with his wife, daughter and two yellow labs. When he is not working, Mike is an avid fisherman who enjoys playing squash, golfing, and learning new things.
• Mike is the Founder and Chairman of the St. John Vianney Scholarship program that provides four-year scholarships to inner-city children attending Archdiocesan high schools. He serves on the Board and Executive Committee of the Mission Kids Foundation that helps children who are victims of abuse and trafficking, and served on the President's Associate Council of La Salle University and The Franklin Institute Awards' corporate committee.

• Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.

• La Salle University, B.A. Political Science & Finance
• University of Pennsylvania, Wharton School of Business, Certified Investment Management Analyst® (CIMA®), : 2007 - 2008
• University of Pennsylvania, Wharton Executive Education, Private Wealth Executive Education Program: 2017 - 2018

• Private Wealth Advisor
• Senior Portfolio Manager
• Series 7, 63, 66 & 31

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• Barron's Top 1,200 Financial Advisors, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• UBS Wealth Management Chairman’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Private Wealth Advisor

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Jeremy has over a decade of experience in the exclusive Private Wealth Management (PWM) division of UBS. He provides advice to private business owners, multigenerational families, and institutions helping them make key financial decisions.  He divides his time between cultivating new relationships, portfolio construction and investment research, and assisting in the day-to-day management of the team's discretionary portfolios.

Jeremy holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Jeremy is also a Certified Exit Planning Advisor® (CEPA®) and a member of the Atlanta Society of Financial Analysts. Within UBS, Jeremy holds the Portfolio Manager and Institutional Consultant designations. Jeremy graduated with a Bachelor of Science in Business Administration from Washington and Lee University and is a member of the Omicron Delta Kappa national honor society. 

Outside of the office, Jeremy enjoys spending time with his family, golf, skiing and sports trivia.  He is member of Peachtree Presbyterian Church and a past President of the Washington and Lee Atlanta Alumni Chapter.  Jeremy resides in Atlanta with his wife, Melissa, and their two boys, Ross and Reed.

• Private Wealth Advisor

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John is a Director covering a portfolio of ultra-high net worth clients at UBS Global Wealth Management in the Southeastern US. In his role, John works with families, family offices, endowments, foundations, and financial institutions with complex financial needs. Until 2023, he also served as the Associate Market Executive for the Florida Market working with over 600 colleagues across the state.

Prior to his current role, John started his career at J.P. Morgan in 2013 as an Analyst in their Investment Bank and spent the following seven years working across their Investment Bank, Corporate Bank, and Private Banking groups.

John was born and raised in Wilmington, Delaware and received a dual bachelor’s degree in Business Administration and Finance from Immaculata University in Malvern, Pennsylvania. He relocated to Florida in 2016 and currently holds Series 7, 9, 10, 79, 63 and 65 licenses. Outside of the office John enjoys cars, sports, scuba diving, and is an avid fisherman.

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Brittney Dick joined Clear Point Partners in December of 2022 as a Senior Registered Client Associate. She started her career at UBS in Boston, MA, where she is originally from. Her previous experience includes J.P. Morgan and Bernstein Private Wealth Management. In her role, Brittney focuses on all aspects of client interactions with the team. She is extremely detail-oriented while overseeing complicated operational responsibilities and is passionate about delivering the best possible client experience. Brittney works diligently with the team’s clients, CPAs and attorneys to ensure seamless communication and superior service.

Brittney lives in Delray Beach, FL with her husband, daughter and son & two dogs. She enjoys exercising, reading, traveling, being outdoors & spending time with friends, family, and her dogs

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Providing insightful advice and tailored solutions

Dom is a Senior Wealth Strategy Associate with the Greenly Group. He started his career with Northwestern Mutual in 2012 as an Associate Wealth Management Advisor and, prior to joining UBS, was a Wealth Management Associate at Morgan Stanley Private Wealth Management.

Dom focuses on investment research, due diligence, portfolio management, and construction and relationship management. He is a Certified Financial Planner® (CFP®) and a Chartered Financial Consultant® (ChFC®) which he obtained through The American College of Financial Services. He also holds his Series 7 and 66 securities licenses and life/health insurance license.

Dom graduated with a B.S. from Drexel University and has an MBA from Villanova University. He resides in South Jersey with his wife Michelle and two children Greyson and Mia.

• CERTIFIED FINANCIAL PLANNER
• MBA
• Chartered Financial Consultant

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Alex joined AimPoint Partners in 2014. Building off past internship experiences at Merrill Lynch, he oversees wealth management planning for the team. He works closely with clients to build a comprehensive financial plan while having a deep understanding of what each client wants to accomplish over the near and long term.  Alex works alongside UBS’s in house specialists across numerous fields including tax, insurance, trust & estate planning to help preserve and manage wealth.  

Alex holds the CERTIFIED FINANCIAL PLANNER®TM, Chartered Life Underwriter®, and Certified Exit Planning Advisor® designations.  Alex graduated from Berry College with a B.S. in Economics where he was also part of Economics society Omicron Delta Epsilon for two years.

As a four-year varsity member of the golf team at Berry College, Alex was named team captain in the 2013-2014 season and helped lead the team to an appearance at the Division III National Championship.  Alex and his wife Nikki, along with their daughter live in Alpharetta.

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Providing a seamless client experience

Gabriel is a Senior Registered Client Service Associate. He started his career in 2017 at Morgan Stanley’s Latin American Private Wealth Division in Miami. Prior to joining UBS, he worked for Merrill Lynch as a Registered Client Associate for their Wealth Management group where he partnered with Financial Advisors to manage client relationships.

Gabriel focuses on responding to client requests and assisting with team operations and account maintenance. He also assists with trading, performance reporting, and enhancing the client experience.

Gabriel graduated cum laude from Florida International University with a B.A. in Finance and holds the Series 7, 66, and SIE licenses. Gabriel is also fluent in Spanish as a first generation Cuban-American and Miami native. He enjoys hikes with his dog, playing golf, and traveling

Pat Wells joined ClearPoint Partners at UBS in 2026 and specializes in Business Intelligence, Data Analytics, Process Excellence, Business Execution, and Technology & AI Enablement. Pat helps the team leverage data, streamline operations, and adopt innovative technologies that enhance the client experience, support personalized financial guidance, and drive operational excellence across the practice.