Experience

Guiding families with experience, perspective and passion

Mike provides comprehensive wealth management solutions to ultra-affluent families, entrepreneurs, and family offices. His focus is on simplifying the challenges and elevating the opportunities that significant wealth can bring to ensure his clients can make the greatest impact on the causes, ventures and passions that give the greatest purpose to their life. Mike draws from his years of experience to help his clients align their personal and professional financial needs, while providing insightful financial solutions and perspective to help them realize their current and long-term aspirations for generations to come.

As the leader of the team, Mike ensures the right values, experiences and resources are in place for his team to assist clients with their current and future aspirations. Creating a positive culture for his team to learn and grow is a priority that he believes will serve his team and clients well. Mike loves mentoring and spending time with the next generation to guide them in continuing their families legacies.

He is also is a believer in giving back to the passions that he and his family would like to make a material impact on.

Industry experience

• UBS, Private Wealth Management
• Morgan Stanley, Private Wealth Management

Volunteer Work and Personal Life

• Mike loves spending time with his wife, daughter and two yellow labs. When he is not working, Mike is an avid fisherman who enjoys playing squash, golfing, and learning new things.
• Mike is the Founder and Chairman of the St. John Vianney Scholarship program that provides four-year scholarships to inner-city children attending Archdiocesan high schools. He serves on the Board and Executive Committee of the Mission Kids Foundation that helps children who are victims of abuse and trafficking, and served on the President's Associate Council of La Salle University and The Franklin Institute Awards' corporate committee.

Jon, a senior member of AimPoint Partners, works with a select group of exceptional business owners and their families. As a Private Wealth Advisor at UBS Private Wealth Management and a Certified Exit Planning Advisor® (CEPA®) through the Exit Planning Institute, he specializes in guiding small to lower middle market business owners and entrepreneurs toward a successful exit and lasting legacy. Jon and his team are passionate about helping clients build best-in-class, transferable businesses that attract third-party buyers, plan strategically for their exit, harvest their wealth at the right time, and manage their assets for multigenerational impact. Supported by a robust network of internal specialists and external advisors, we provide comprehensive expertise for every stage—pre- and post-sale—ensuring our clients’ goals are met with precision and care.

Jon is a Sr. Portfolio Manager within the UBS financial advisor discretionary portfolio management program, better known as "PMP".  This is given to a select number of advisors who are tenured, exceed a high asset under management level and approved by senior management.  Jon is a Certified Financial Planner® , Certified Exit Planning Advisor® CEPA®, as well "CIMA®".  He graduated from the University of Georgia in 1991 with a BBA in Banking & Finance.

Outside of working with clients, Jon is married to his wife, Julia, and proud parents to two boys, Davis and Porter, along with their dog, Lacey. In his free time, Jon loves cheering on his sons at their respective college football games, spending summers at the lake with Julia, staying active through exercise, diving into fictional clandestine thrillers, and hitting the golf course whenever he can. He also oversees the Dunwoody Junior Wildcats, a Dunwoody High School football feeder program, that he helped create in 2018 with Head Coach Mike Nash.

Jeremy has over a decade of experience in the exclusive Private Wealth Management (PWM) division of UBS. He provides advice to private business owners, multigenerational families, and institutions helping them make key financial decisions.  He divides his time between cultivating new relationships, portfolio construction and investment research, and assisting in the day-to-day management of the team's discretionary portfolios.

Jeremy holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Jeremy is also a Certified Exit Planning Advisor® (CEPA®) and a member of the Atlanta Society of Financial Analysts. Within UBS, Jeremy holds the Portfolio Manager and Institutional Consultant designations. Jeremy graduated with a Bachelor of Science in Business Administration from Washington and Lee University and is a member of the Omicron Delta Kappa national honor society. 

Outside of the office, Jeremy enjoys spending time with his family, golf, skiing and sports trivia.  He is member of Peachtree Presbyterian Church and a past President of the Washington and Lee Atlanta Alumni Chapter.  Jeremy resides in Atlanta with his wife, Melissa, and their two boys, Ross and Reed.

John is a Director covering a portfolio of ultra-high net worth clients at UBS Global Wealth Management in the Southeastern US. In his role, John works with families, family offices, endowments, foundations, and financial institutions with complex financial needs. Until 2023, he also served as the Associate Market Executive for the Florida Market working with over 600 colleagues across the state.

Prior to his current role, John started his career at J.P. Morgan in 2013 as an Analyst in their Investment Bank and spent the following seven years working across their Investment Bank, Corporate Bank, and Private Banking groups.

John was born and raised in Wilmington, Delaware and received a dual bachelor’s degree in Business Administration and Finance from Immaculata University in Malvern, Pennsylvania. He relocated to Florida in 2016 and currently holds Series 7, 9, 10, 79, 63 and 65 licenses. Outside of the office John enjoys cars, sports, scuba diving, and is an avid fisherman.

Providing insightful advice and tailored solutions

Dom is a Senior Wealth Strategy Associate with the Greenly Group. He started his career with Northwestern Mutual in 2012 as an Associate Wealth Management Advisor and, prior to joining UBS, was a Wealth Management Associate at Morgan Stanley Private Wealth Management.

Dom focuses on investment research, due diligence, portfolio management, and construction and relationship management. He is a Certified Financial Planner® (CFP®) and a Chartered Financial Consultant® (ChFC®) which he obtained through The American College of Financial Services. He also holds his Series 7 and 66 securities licenses and life/health insurance license.

Dom graduated with a B.S. from Drexel University and has an MBA from Villanova University. He resides in South Jersey with his wife Michelle and two children Greyson and Mia.

Alex joined AimPoint Partners in 2014. Building off past internship experiences at Merrill Lynch, he oversees wealth management planning for the team. He works closely with clients to build a comprehensive financial plan while having a deep understanding of what each client wants to accomplish over the near and long term.  Alex works alongside UBS’s in house specialists across numerous fields including tax, insurance, trust & estate planning to help preserve and manage wealth.  

Alex holds the CERTIFIED FINANCIAL PLANNER®TM, Chartered Life Underwriter®, and Certified Exit Planning Advisor® designations.  Alex graduated from Berry College with a B.S. in Economics where he was also part of Economics society Omicron Delta Epsilon for two years.

As a four-year varsity member of the golf team at Berry College, Alex was named team captain in the 2013-2014 season and helped lead the team to an appearance at the Division III National Championship.  Alex and his wife Nikki, along with their daughter live in Alpharetta.

Delivering and managing client solutions

Bella is a Client Service Associate and the Greenly Group’s Chief of Staff. She started her career in private wealth management at the Goldman Sachs Trust Company of Delaware as an Assistant Trust Officer and Wealth Management Professional.

Bella leads the group’s platform solutions, helping deliver Firm resources and capabilities to clients. In addition to managing special-situation projects and initiatives, Bella focuses on responding to client requests and assisting with team operations, specifically money wires and transfers.

Bella is a Notary Public in the State of Delaware. She graduated summa cum laude from Drexel University with a B.S.B.A. in Economics and Legal Studies. In her free time, Bella enjoys spending time with family and hiking with her German Shepard.

Delivering administrative and operational expertise

Emily is a Client Service Associate with the Greenly Group. She started her career in Wealth Management at Merrill Lynch as a Client Service Associate.

Emily assists the team with all administrative and operational tasks by leading the groups scheduling, events and marketing. Emily also focuses on client servicing and all aspects of account administration.

Emily graduated with a B.S. from Kutztown University where she played on the Women’s Volleyball Team. In her free time, Emily enjoys trying new restaurants, going on walks, and spending time with her friends, family and cat Tiffany.

Brittney Dick joined AimPoint Partners in December of 2022 as a Senior Registered Client Associate. She started her career at UBS in Boston, MA, where she is originally from. Her previous experience includes J.P. Morgan and Bernstein Private Wealth Management. In her role, Brittney focuses on all aspects of client interactions with the team. She is extremely detail-oriented while overseeing complicated operational responsibilities and is passionate about delivering the best possible client experience. Brittney works diligently with the team’s clients, CPAs and attorneys to ensure seamless communication and superior service.

Brittney lives in Delray Beach, FL with her husband, daughter and son & two dogs. She enjoys exercising, reading, traveling, being outdoors & spending time with friends, family, and her dogs

Serving Private Wealth clients with knowledge, discipline and care
Cathleen Adams joined AimPoint Partners in January of 2024 as a Client Associate. Cathleen has over 24 years of institutional investment experience, having worked with several prominent investment management firms across a wide variety of asset classes. Prior to joining UBS, she focused on operations, investor relations and marketing initiatives as the Executive Vice President of Operations for Satori Collective, an Atlanta-based commercial real estate firm. She also spent a significant portion of her career at Connors & Co., Investment Services, a placement agent firm specializing in fundraising within the defined benefit pension fund arena, where she served as a Director and managed operations, compliance and business development

Cathleen obtained her B.B.A. in finance from the University of Georgia, an M.B.A. from Mercer University, and holds the Series 7 and 63 securities licenses. Currently, she lives in Atlanta with her husband and three sons ages 14, 12 and nine. She enjoys spending time on the lake with her family, tennis, golf and skiing.

Nicole Ferrara is a dedicated Registered Client Service Associate with the Greenly Group, where she plays a key role in supporting the team’s administrative and operational needs. Nicole began her career in Wealth Management in 2020 at Merrill Lynch, quickly establishing herself as a reliable and client-focused professional.

She is a graduate of Coastal Carolina University and currently holds the Series 7, 66, and SIE securities licenses. Her commitment to excellence and attention to detail make her an invaluable resource to both clients and colleagues.

Outside of work, Nicole enjoys traveling and cherishing quality time with her husband and son. Whether she's exploring new places or creating joyful memories with her family, Nicole brings warmth and positivity to everything she does.

Providing a seamless client experience

Gabriel is a Senior Registered Client Service Associate. He started his career in 2017 at Morgan Stanley’s Latin American Private Wealth Division in Miami. Prior to joining UBS, he worked for Merrill Lynch as a Registered Client Associate for their Wealth Management group where he partnered with Financial Advisors to manage client relationships.

Gabriel focuses on responding to client requests and assisting with team operations and account maintenance. He also assists with trading, performance reporting, and enhancing the client experience.

Gabriel graduated cum laude from Florida International University with a B.A. in Finance and holds the Series 7, 66, and SIE licenses. Gabriel is also fluent in Spanish as a first generation Cuban-American and Miami native. He enjoys hikes with his dog, playing golf, and traveling