Experience

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.

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.

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.