Lasting relationships. For all that matters

Crimmins Group

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

mountain climbers

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.

  • Carlton Carl Crimmins Profile Photo

    Carleton Crimmins

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NE
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • WA
    • WI
    • WV

    Carl has been serving his clients' financial needs since 1987. His team joined UBS Financial Services, Inc. in 2009 with their focus on helping clients manage their serious money. He graduated Alma College and completed the Senior Account Executive Training at the Wharton School of the University of Pennsylvania.

    Carl has always been competitive, conscientious and drawn to long-term relationships. He focuses his efforts on encouraging his clients to be disciplined to save for their long-term needs; coaching clients as they transition into retirement; and being the trust-worthy advisor through life's important decisions - financial or otherwise.

    When not spending his time helping clients protect and grow their wealth, Carl spends time with his wife and teammate, Mindy, and their dog, Bentley. They have six "grown and flown" children who still keep them wondering where they are at night and are learning they love their nest, but don't enjoy it empty. Carl keeps himself active by completing the never-ending honey-do lists, playing a round of golf if the weather is nice, and being the neighborhood lumberjack. Conversations with friends and family around a burning fire make him the happiest.

     

      • Alma College
        325 N. Old Woodward Ave
        Suite 200
        Birmingham, MI 48009
      • Eric Maxwell Profile Photo

        Eric Maxwell

        Senior Wealth Strategy Associate

        • image
        • image
        • AZ
        • CA
        • CO
        • CT
        • FL
        • IL
        • IN
        • MA
        • MI
        • MN
        • MT
        • NC
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • WI

        Eric brings more than 32 years of experience in the financial services industry and specializes in developing the overall asset allocation and investment strategies for the team's clients. He is a dedicated and loyal partner in the Crimmins Group, and has been the underpinning of much of the team's success with his contributions over the last 19 years.

        Eric graduated Central Michigan University. He is one of five brothers, hailing from amazing parents. As often as he can, Eric heads north (or south, east, or west) in search of peace, beauty and fun in outdoor adventures, loves family gatherings, good food and spirits.

          • Central Michigan University
            325 N. Old Woodward Ave
            Suite 200
            Birmingham, MI 48009
          • Melinda Frink-Crimmins Profile Photo

            Melinda Frink-Crimmins

            Wealth Strategy Associate

            • image
            • image
            • AZ
            • CA
            • CO
            • FL
            • IL
            • IN
            • MI
            • MN
            • OH
            • OR
            • WI

            Mindy graduated Western Michigan University with a degree in psychology and found a niche on the team. For the last 29 years, her job has simply been to help Carl and the team, freeing them up to do what they do best.

            Within a year of working for Carl, Mindy became licensed and educated in investing and finances. Her goal is to help clients also feel empowered and comfortable participating in the management of their financial health.

            Mindy enjoys volunteering and creating time for family, friends, and neighbors to connect and relax.  Her husband, Carl, dog, Bentley, and their yard occupy most of her time now that their six children are on their own. 

              • Western Michigan University
                325 N. Old Woodward Ave
                Suite 200
                Birmingham, MI 48009
              • Steggall

                Heather Steggall

                Senior Client Associate

                • image
                • image
                • AZ
                • CA
                • CO
                • CT
                • DE
                • FL
                • IL
                • IN
                • MI
                • MN
                • NV
                • NY
                • OH
                • OR
                • PA
                • SC
                • TN
                • TX
                • WI

                Heather has worked in financial services since 1993, after graduating from Michigan State University. She has been at UBS since 2007 and joined the Crimmins Group in 2021.

                Heather takes pride in her ability to navigate clients through challenging situations, building trust as she helps them consolidate and understand their accounts and investments.  She is fully licensed and registered, highly organized, accountable, and a joy to be around. 

                Outside of UBS, Heather spends time with family. She is married to Chris, and they have two boys, Sean and Marcus, a budding video artist and a natural football star. She is busy with the boys' interests and school activities.

                  • Michigan State University
                    325 N. Old Woodward Ave
                    Suite 200
                    Birmingham, MI 48009

                  Defining your priorities. Pursuing what matters.

                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                  The Year Ahead - Sustainable Investing

                  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

                  Global leader

                  UBS is a world-leading wealth manager

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  #1

                  Serving the next generation

                  Euromoney Private Banking and Wealth Management Survey, 2020-2022

                  Insights