Retirement planning. It's about time.

The Fry Team

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Steps in a stadium

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Leif Fry Profile Photo

    Leif Fry

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NM
    • OH
    • OR
    • TX
    • VA
    • WA
    • WI

    Leif has focused on corporate retirement plans, participant education, and individual retirement planning since 1992.  He is a Chartered Retirement Plan Specialist, Chartered Retirement Planning Counselor, and Accredited Asset Management Specialist.  These credentials are specific to qualified plans, retirement planning, and asset allocation.  In addition, Leif holds the UBS designation "Retirement Plan Consultant."  This distinction is held by only a small percentage of UBS Advisors nationwide.  He is a graduate of Miami University in Oxford, OH with a degree in Finance.  Leif started his career as a pension analyst at the University of Michigan and came to UBS after his tenure at Morgan Stanley/Smith Barney.

      • Miami University (Ohio), Business - Finance Concentration
      • Accredited Asset Management Specialist℠
      • Chartered Retirement Planning Counselor℠
      • Chartered Retirement Plans Specialist℠
      Retirement planning
      Custom portfolios
      Asset allocation
      Retirement Plan consulting
      Lending services
      730 Penniman Avenue
      Plymouth, MI 48170
    • Mark Sharkey Profile Photo

      Mark Sharkey

      Senior Wealth Strategy Associate

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      • AZ
      • CA
      • FL
      • ID
      • IL
      • IN
      • MD
      • MI
      • MO
      • NC
      • OH
      • VA
      • WA
      • WI

      Mark has thirty years of experience concentrating in ERISA trust administration and financial planning.  He began his career as a relationship manager at Comerica Bank.  In this role he managed the largest and most complex defined benefit and defined contribution plans within the Retirement Services division.  He served as a retirement resource to plan sponsors, providing plan design, compliance, and investment support services.  After obtaining his law degree, Mark began his career practicing ERISA and municipal pension law for a firm in Detroit specializing in corporate and municipal qualified plan regulations.  Mark & Leif have worked together for over  twenty years.

        • Eastern Michigan University, Business - Finance Concentration
        • Detroit College of Law, J.D.
          Custom portfolios
          Asset allocation
          Institutional consulting
          Retirement Plan consulting
          Retirement planning
          730 Penniman Avenue
          Plymouth, MI 48170
        • Jonathan Montville Profile Photo

          Jonathan Montville

          Senior Wealth Strategy Associate

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          • MI

          Jon began his career in the capital markets as an analyst at JPMorgan Asset Management. In this role, he provided security analysis and selection across the global markets for institutional clients including pension plan sponsors, endowments, and foundations.  After beginning his career working with institutions, Jon joined UBS in 2014 where he partners with families with a focus on tax strategy, financial planning, and portfolio construction.

            • University of Michigan, Ann Arbor, Business - Finance Concentration
            • University of Detroit Mercy School of Law, J.D.
              Retirement planning
              Alternative investments
              Structured products
              Sustainable investing
              Estate planning strategies
              730 Penniman Avenue
              Plymouth, MI 48170
            • Julie Ann Shaw Profile Photo

              Julie Shaw

              Client Associate

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              • MI

              Julie has worked in the financial services industry for nearly twenty-five years.  She has a list of multi-faceted duties for the team with a primary focus on running the groups day-to-day operations while providing the highest quality of client service.   Her responsibilities include data management systems, client communications, asset transfer, and technology systems.

                    Home Worker MI
                    Home Worker MI, MI 000
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                  How can you be more certain in an uncertain market?

                  Let's put your plan in place, for today, tomorrow and for generations to come

                  You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

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