Let's move forward. Together.

A team of rowers rowing a boat

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.

Co-workers

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

    Kirk Curtis

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    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
      • Thomas-Ware

        Thomas Ware

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AL
        • AR
        • AZ
        • CA
        • CO
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • MI
        • MN
        • MO
        • MS
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI
        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.

          • 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
        • image

          Marlaina Jurco

          Senior Client Associate

          • image
          • image
          • 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

            The circular economy: What is it?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

            Insights