Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

Kirk Curtis

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Kirk is a valuable resource for retirees, small business owners and high net worth professionals. He emphasizes 'asset allocation' as well as portfolio and risk management with a special focus on retirement income planning and distribution strategies. Kirk earned a B.S. Degree from Oakland University and a Master of Science degree in administration from Central Michigan University. He also maintains the Series 7, 63 and 65 licenses, as well as life and health insurance licenses. Kirk resides in Lapeer County with his wife and children; he enjoys fishing, hunting and golf.
- Oakland University, B.S.
- Central Michigan University, M.S. in Administration
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

kirk.curtis@ubs.com

Kirk Curtis

2301 West Big Beaver Road,Troy,MI,48084
Thomas Ware

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Tom has nearly 25 years of financial services experience and joined UBS in 1996. He earned a B.S. Degree in business administration from Central Michigan University. His professional credentials include Series 6, 7, 63 and 65 licenses, as well as life and health insurance licenses; Tom has also earned the Chartered Retirement Planning Counselor (CRPC) and Chartered Mutual Fund Counselor (CMFC) designations through the College for Financial Planning. He lives in St. Clair with his wife and son. Tom is a licensed private pilot and enjoys cycling, golf and fishing.
- Forbes Best-in-State Wealth Management Teams, 2026The 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.
- Central Michigan University, B.S. in Business Administration
- Chartered Mutual Fund Counselor
- Chartered Retirement Planning Counselor
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

thomas.ware@ubs.com

Thomas Ware

2301 West Big Beaver Road,Troy,MI,48084
Marlaina Jurco

Authorized Officer

Senior Registered Client Associate
View bio
- MI
Marlaina joined UBS in 2008 and has nearly 20 years experience in the financial services industry. Prior to joining UBS, she was employed by Northwestern Mutual Financial Network and Raymond James Financial. She holds Series 7, 9, 10, 63 and 66 licenses, which allow her to assist clients with diverse transactional and other service-related needs, enhancing the team’s ability to provide excellent service. She earned her Bachelor degree in arts management from Eastern Michigan University. Marlaina resides in Rochester Hills with her family and enjoys Travel, Volunteering, & Community Theatre.
- Eastern Michigan University, Bachelor's Degree in Arts Management
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

marlaina.jurco@ubs.com

Marlaina Jurco

2301 West Big Beaver Road,Troy,MI,48084

Kirk Curtis

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Kirk is a valuable resource for retirees, small business owners and high net worth professionals. He emphasizes 'asset allocation' as well as portfolio and risk management with a special focus on retirement income planning and distribution strategies. Kirk earned a B.S. Degree from Oakland University and a Master of Science degree in administration from Central Michigan University. He also maintains the Series 7, 63 and 65 licenses, as well as life and health insurance licenses. Kirk resides in Lapeer County with his wife and children; he enjoys fishing, hunting and golf.
- Oakland University, B.S.
- Central Michigan University, M.S. in Administration
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

kirk.curtis@ubs.com

Kirk Curtis

2301 West Big Beaver Road,Troy,MI,48084
Thomas Ware

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Tom has nearly 25 years of financial services experience and joined UBS in 1996. He earned a B.S. Degree in business administration from Central Michigan University. His professional credentials include Series 6, 7, 63 and 65 licenses, as well as life and health insurance licenses; Tom has also earned the Chartered Retirement Planning Counselor (CRPC) and Chartered Mutual Fund Counselor (CMFC) designations through the College for Financial Planning. He lives in St. Clair with his wife and son. Tom is a licensed private pilot and enjoys cycling, golf and fishing.
- Forbes Best-in-State Wealth Management Teams, 2026The 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.
- Central Michigan University, B.S. in Business Administration
- Chartered Mutual Fund Counselor
- Chartered Retirement Planning Counselor
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

thomas.ware@ubs.com

Thomas Ware

2301 West Big Beaver Road,Troy,MI,48084
Marlaina Jurco

Authorized Officer

Senior Registered Client Associate
View bio
- MI
Marlaina joined UBS in 2008 and has nearly 20 years experience in the financial services industry. Prior to joining UBS, she was employed by Northwestern Mutual Financial Network and Raymond James Financial. She holds Series 7, 9, 10, 63 and 66 licenses, which allow her to assist clients with diverse transactional and other service-related needs, enhancing the team’s ability to provide excellent service. She earned her Bachelor degree in arts management from Eastern Michigan University. Marlaina resides in Rochester Hills with her family and enjoys Travel, Volunteering, & Community Theatre.
- Eastern Michigan University, Bachelor's Degree in Arts Management
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

marlaina.jurco@ubs.com

Marlaina Jurco

2301 West Big Beaver Road,Troy,MI,48084

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.

December 04, 2025

A leading global wealth manager

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Kirk Curtis

Thomas Ware

Marlaina Jurco