Experience

Steven joined UBS in 1987 as a Financial Advisor. He received his Bachelor's degree in Management from the United States Military Academy at West Point, NY and served as a Captain in the United States Army. He is a Certified Financial Planner and specializes in Advanced Financial Planning, derivatives, portfolio customization, and portfolio management.

Ed joined UBS during the autumn of 2002, totaling over 30 years of experience as a Financial Advisor in the industry. He focuses on the relationship using custom tailored portfolio construction and management.  He believes in the power of equities, dividends, and the wisdom of sector allocation. Ed is a graduate of Michigan State University and father of three.  His free time passions include family, music, art, military history, and hockey.

Jim joined UBS in 1985 as a Financial Advisor. He is both a Certified Financial Planner and a Certified Investment Management Analyst. Jim specializes in Advanced Planning and Investment Management

Daniel joined UBS in 2003 as a Financial Advisor. He is both a Certified Financial Planner (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). He received his bachelor's degree from the College of Social Science at Michigan State University. Since, he has become one of a small number of UBS Financial Advisors to be nominated to attend the UBS Wealth Advisor program and who earned this prestigious designation. Daniel specializes in advanced planning cases for executives and entrepreneurs with a special emphasis on retirement income strategies and risk management. He and his wife, Victoria have two daughters; Maya and Alexandra.

David is a Senior Vice President and has been a financial advisor for high net worth families for over 30 years.  He joined UBS in 1999 after spending 12 years with Merrill Lynch in Kansas City, Missouri.  Since joining UBS, David has earned the Certified Private Wealth Advisor (CPWA®) designation as well as becoming one of a small number of UBS Financial Advisors nominated for, and earning, the UBS Wealth Advisor designation.  David focuses on comprehensive wealth management and investment planning services.  He is very attuned to and dedicated to the specialized needs of high net worth clients. David holds the series 7, 31, 63 and 65 securities licenses.  He received his bachelor's degree in finance from Kansas State University. David and his wife, Angela, live in Oxford, Michigan.

Curtis joined UBS in 2017 as a Client Service Associate. He received his Bachelor's degree from The Broad College of Business at Michigan State University and since becoming a Financial Advisor, he has obtained the CFP® and CRPC® designations. Curtis specializes in derivative implementation as well as equity analysis.

Keith began his career in the financial services industry more than 35 years ago. He provides discretionary advice to individuals, families, foundations and small businesses. Keith is passionate about wealth planning, and earned the Chartered Financial Analyst® designation to enhance his skills. He has in-depth knowledge of the financial markets, and has navigated market cycles for decades.

Keith understands the unique challenges of managing clients’ wealth. He takes an objective and proactive approach that reflects the nuances and complexities of each client situation. While his track record of experience and longstanding client relationships is the foundation of his business, Keith prides himself on an objective point of view and mutual respect.

As the oldest of eight children, Keith truly understands the family dynamic on a personal and business level. He recently partnered with his youngest sister, Kristine, who transitioned from investment banking to wealth management. As a family team, the Koerbers are able to connect with multiple generations and provide their clients a unique investment perspective.

Credentials that build confidence:

• Chartered Financial Analyst® (CFA®)
• UBS President’s Council Member
• Member of CFA Society of Detroit and CFA Institute
• B.S. in finance from Wayne State University
• M.S. from Boston University

Outside of Work

Keith enjoys tennis, skeet shooting, sailing and attending Red Wings or Tigers games. He is a member of the Troy Tennis Club, Detroit Athletic Club and Detroit Gun Club. Keith and his wife Denise enjoy spending time with their grandchildren.

After more than 20 years as a Wall Street equity research analyst, Kristine wanted to connect with individuals and families and make a positive impact on their lives. She has joined her brother, Keith Koerber, to create a family financial advisory practice. Kristine draws on her institutional experience, which includes research, modeling and valuation, to help clients design sophisticated investment portfolios that seek to achieve their most important goals.

As a brother-sister team, Kristine and Keith understand the complexities and dynamics of multigenerational wealth. Many of their clients are small business owners, who need tailored strategies to help maximize their business and family finances. Kristine enjoys the personal relationships she forms with clients as she takes the time to learn about their interests, their dreams and their concerns.

Education and Credentials:

• Series 7, 24, 63, 65, 86 and 87 FINRA securities licenses
• B.S. in finance from Arizona State University

Outside of work

Kristine is a member of the Junior League of Birmingham and a former member of the San Francisco chapter. She volunteers with organizations dedicated to helping women and to the performing arts. Her past community involvement includes: member and co-chair of the San Francisco Symphony and member of the San Francisco Ballet. Kristine enjoys travel, exercise, and spending time with family and friends.

Kim joined UBS in 2008 as the Troy, MI office receptionist and operations assistant. Kim specializes in administrative support and has excelled at ensuring customer satisfaction through her attention to detail and organization. In 2022, Kim joined Great Lakes Wealth Management and now supports Daniel DeVarona, Steve Kocher, and Curtis Kocher as their Client Associate. Kim has one son; James, and in her free time she loves to vacation in northern Michigan. 

Since joining UBS in 2000, Amy has focused on creating a consistent and smooth client service experience.  Amy’s outstanding service has been recognized locally and by the Firm.  Amy has served as an office and firm-wide training resource and mentor.  In her role as Senior Wealth Strategy Associate, her focus is on preparing comprehensive financial plans for our clients and functioning as our team leader.  Amy holds the series 7, 9,10 and 66 securities licenses.  She is a graduate of Trinity University (B.S. and M.A.T.) in San Antonio, Texas.  Amy and her husband, Alan, reside in Overland Park, Kansas.

Arthur joined UBS in 1999 as a Financial Advisor and subsequently as a Senior Registered Client Services Associate. He has his Series 7, 63, and 65 Securities Licenses as well as his Life and Health Insurance Licenses. Arthur's knowledge of a broad range of financial services and products, and his commitment to customer service helps him seek the trust and respect of management, co-workers, and most importantly, clients. 

Kathryn joined UBS in 1998 as an Investment Associate. She holds the Certified Financial Planner designation. Kathryn specializes in Advanced Planning and Investment Management.  She and her husband, Jonas, have two sons; Jacob and Joshua.

Lori joined UBS in 2002 as a Senior Registered Client Services Associate. Her licenses include Series 7, Series 63, and Series 66. Lori has more than 30 years of experience in support of wealth management clientele and she received her Bachelor's degree from Oakland University in Rochester, Michigan. 

Kim joined UBS in 2013 as a Senior Registered Client Service Associate.  Kim specializes in administrative matters for individuals, trusts and estates.  She and her husband, Matthew, have three children; Matthew, Tyler and Courtney.

Lynn has more than 34 years of experience in the financial services industry. She joined UBS Financial Services in 1989 through its predecessor company, PaineWebber, as a Senior Client Service Associate. Lynn has always enjoyed building and maintaining relationships with clients over the years. She provides the team's clients with top-tier customer service, which includes executing all administrative and daily operational tasks and client requests, along with entering trade orders.

Education and Credentials

• Associate of General Studies - M.C.C.
• Series 7 and 63 securities licenses
• Licensed Notary Public

Outside of work

Lynn volunteers with the Paralyzed Veterans Racing Team as Race and Athlete Support during training and cycling events.

Along with her husband, she enjoys cycling and spending time with their adult daughter and large extended family at the family cottage.

Randi began her career at UBS Financial Services when she joined Steve Kocher and Daniel deVarona in 2007. She is currently a Wealth Management Associate holding her Series 7 and 66 Licenses. She supports the Great Lakes Wealth Management Group by handling the administrative aspects of wealth management and assisting clients with full service account maintenance. Randi graduated from Michigan State University where she earned a Bachelor's degree in Business.