Experience

Makes all the difference

James Belknap

Senior Vice President–Wealth Management

Financial Advisor

Jim has 38 years of experience providing comprehensive wealth management solutions to high net worth individuals, business owners, and their families. Jim and his team provide the following wealth management services: asset and liability management, cash flow and liquidity management, trust and estate planning, insurance planning, and charitable planning. Early in his career, Jim worked as a CPA in the tax department at KPMG. This experience keeps him sensitive to the tax implications of recommended strategies. Jim graduated from the University of Notre Dame with a Business degree. He is an avid golfer and college football fan.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Notre Dame, Bachelor of Science in Business Administration: 1976 - 1980

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Philanthropy
Lending services
Multi-generational families
Business owners
Education planning
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

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John Sicklesteel, CFP, CIMA

Senior Vice President–Wealth Management

Financial Advisor

John joined UBS in 2000 following his position as a financial advisor at Prudential Securities. John earned a Bachelor of Science degree in Business Administration with a double major in accounting and finance. He has also earned his CFP® (Certified Financial Planner); Certified Investment Management Analyst (CIMA®); and Wealth Advisor designations.  In 2014, John earned the title of Senior Portfolio Manager, a designation that recognizes an advanced level of expertise in professional portfolio management. John served as the former Fundraising Chairperson for the Council of Asian Pacific Americans (CAPA) and has given his time to the Hope Warming Shelter in Pontiac.  John resides in Lake Orion with his wife and two sons. He enjoys golf, fishing and outdoor activities with his family, as well as coaching youth sports such as the Lake Orion Youth Wrestling Club (LOYWC).

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelor of Science in Business Administration, double-major accounting and finance, Central Michigan University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Retirement planning
Legacy planning
Investing
Custom portfolios
Alternative investments
Corporate executives
2301 West Big Beaver Road
Suite 800
Troy, MI 48084

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Michael Lau, CIMA, CRPS

Managing Director–Wealth Management

Financial Advisor

Mike has over 40 years of investment management experience and is a leader in the industry, joining UBS in 1987. Mike holds a Bachelor of Science degree in Business Management from Oakland University and earned his Certified Investment Management Analyst (CIMA®) designation in 2007 from the Wharton School at the University of Pennsylvania.   He also earned the Wealth Advisor designation from UBS in 2008 and his Chartered Retirement Plans Specialist (CRPS®) designation in 2017.   Mike has been involved in a number of charitable and fundraising activities within the community, including the Older Person’s Commission of Rochester; Oakland University, Blessings in a Backpack and Leader Dogs For The Blind. Mike resides in Rochester Hills with his wife, daughter and son.  He enjoys community and family focused activities including: coaching youth sports programs, golf and classic automobiles. CA License #0G60870

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelor of Science in Business Management, Oakland University

Credentials

  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist℠
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Retirement planning
Investing
Alternative investments
Structured products
401(k) plan services
Lending services
2301 West Big Beaver Road
Suite 800
Troy, MI 48084

Email Me

Patricia Whitney

Senior Vice President–Wealth Management

Financial Advisor

Patty has practiced Wealth Management for over 32 years and has been with UBS since 2009. Patty employs a holistic process to wealth management which begins with helping clients define their life and legacy goals. She then guides them through a planning process that assists with cash flow and liquidity management that gives them peace of mind as they prepare to meet those goals. In addition, she assists clients with asset allocation, portfolio management, risk protection, charitable giving, and the intergenerational transfer of wealth. Patty earned a Bachelor of Science degree in Business Administration from Marquette University and is an avid MU basketball fan. Patty is Treasurer of Variety Detroit, The Children’s Charity. She enjoys travel, skiing, golf, and boating. Patty raised 2 sons and lives in Bloomfield, MI.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The 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.
  • Forbes Best-in-State Women Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Marquette University, Bachelor of Science in Business Administration: 1979 - 1983

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Retirement planning
Estate planning strategies
Philanthropy
Legacy planning
Business succession
Women investors
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

Email Me

Michael Belknap, CFP

First Vice President–Wealth Management

Financial Advisor

Michael Belknap joined UBS in 2020 and has worked in the financial services industry for 8 years.  Prior to UBS, he worked at J.P. Morgan Asset Management.  His responsibilities included delivering insights on markets, portfolio construction, & investment alternatives to financial advisors in the northeast.  This position was integral in helping financial advisors develop highly effective investment solutions to meet the financial goals & objectives of their clients.

Michael is a CFP® (CERTIFIED FINANCIAL PLANNER™) and devotes much of his time to financial planning.  He works closely with our clients to help them pursue their goals through comprehensive financial plans.  Michael’s expertise on retirement, tax, estate planning, insurance, and charitable giving helps inform the personalized solutions we deliver to clients.  He also specializes in generational wealth planning and education for the next gen. 

Michael earned a Bachelor’s degree in Business Administration from Marquette University with a double major in finance and supply chain management.  He resides in Royal Oak, MI and enjoys golfing, skiing, and Detroit sports.

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WI
  • WY

Education

  • Marquette University, Bachelor of Science in Business Administration: 2009 - 2013

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Retirement planning
Investing
Asset allocation
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

Email Me

Edward Peck

Senior Registered Client Associate

Ed has over 39 years of experience in the financial industry with a strong background in the securities industry. Ed holds a Bachelor of Science degree in Business Management from Oakland University.  He joins Double Eagle Wealth Management most recently from Morgan Stanley with an extensive knowledge of brokerage industry regulations and procedures. He is a Senior Registered Client Services Associate. Ed lives in Waterford with his wife and daughter.  In his spare time, he enjoys boating and golfing.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MD
  • ME
  • MI
  • NC
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WI

Education

  • Bachelor of Science in Business Management, Oakland University

Credentials

  • Senior Registered Client Associate
2301 West Big Beaver Road
Suite 800
Troy, MI 48084

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Ashley Lynch, CRPC

Registered Client Associate

Ashley joined The Belknap Group in 2016. Ashley moved to UBS in 2012 after 5 years with Merrill Lynch. She is licensed to enter market-related investment orders for stocks, bonds, mutual funds, and CDs. Ashley is a graduate of Albion College and former collegiate soccer player. She completed her MBA with a specialization in Finance at Walsh College.

Registered States:
  • AZ
  • CA
  • FL
  • IL
  • MA
  • MI
  • NC
  • NV

Education

  • Bachelor of Arts in Economics and Management, Albion College
  • Master of Business Administration in Finance, Walsh College

Credentials

  • Registered Client Associate
  • Chartered Retirement Planning Counselor
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

Email Me

Sandra Yee

Senior Client Associate

Sandy is a Senior Client Service Associate with over 42 years of experience in the financial industry specializing in operational processing and administrative technology. Her extensive knowledge of back-office procedures has been a great asset to our team.  Sandy enjoys spending time with her family at their cottage, golfing and skiing.  She resides in Macomb with her husband and has a daughter and two sons.

2301 West Big Beaver Road
Suite 800
Troy, MI 48084

Email Me

Kristie Waldorf

Senior Registered Client Associate

Kristie is a Senior Registered Client Service Associate with over 18 years of experience.  Kristie holds a Bachelor of Science degree in Social Science from Michigan State University. She joins Double Eagle Wealth Management most recently from Morgan Stanley.  Kristie enjoys baking, golfing and traveling with her family.  She resides in Macomb Township with her husband and son.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MD
  • ME
  • MI
  • NY
  • OH
  • PA
  • SC
  • TN
  • UT
  • WI

Education

  • Bachelor of Science in Social Science, Interdisciplinary Studies with Business Emphasis, Michigan State University

Credentials

  • Senior Registered Client Associate
2301 West Big Beaver Road
Suite 800
Troy, MI 48084

Email Me

Heather Brown

Senior Client Associate

Heather has worked with The Belknap Group since 1996 and joined them when coming to UBS in 2009. Heather's experience allows her to handle the daily administrative duties for the group. She also provides operational support for the new and existing client relationships and assists in client service. She is Series 7 licensed and is pursuing her 66 exam. Heather attended St. Clair Community College where she pursued general studies. Heather currently lives in Lake Orion with her two children.

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

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Anne Marie Cable

Client Associate

Anne is a Client Service Associate with over 9 years experience with Double Eagle Wealth Management.  Anne holds a Bachelor of Arts in Communication from Oakland University.  She joined the group after working in the public relations field for over 10 years and adds a unique dynamic with her knowledge of marketing and communications.  Anne enjoys being creative and crafty, trying new recipes and spending time with her family.  She resides in Macomb Township with her husband, daughter and son.

Education

  • Bachelor of Arts in Communication with a minor in Public Relations from Oakland University
2301 West Big Beaver Road
Suite 800
Troy, MI 48084

Email Me