Experience

Brett received his BS degree with a concentration in Economics from the University of Michigan and a MS in Finance from Walsh College. He also is a CERTIFIED FINANCIAL PLANNER™ certificant. Brett began his career at PaineWebber in 1998 and holds his Series 7, 63, and 65 securities license and in addition holds insurance licenses for life, long term care, variable annuity and variable life. He believes education is very important and takes a long term outlook on the market and utilizes a distinct asset allocation that first weighs risk, instead of return.

Yoan started working at UBS in 2022 and joined JB Wealth Management Team in January of 2023. Yoan is enthusiastic and eager to learn.

With over 10 year of industry experience, Yoan specializes in operational and administrative support. Prior to joining UBS, Yoan began his career in the financial industry as an Associate Banker at Chase Bank. Later he was promoted to Lead Associate Operations providing administrative support to the Branch Manager. Yoan received his B.S. in Human Resource Development from Oakland University. Yoan is currently studying for the Series 7.

Yoan enjoys traveling and exercising. Two of his favorite destinations are Stratford, Canada and Stockholm, Sweden.