$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Senior Vice President–Wealth Management
John was born in Flint and has lived in the Flint area his entire life. He is married and has three adult children. John enjoys a 32-year career in wealth management and has achieved the Certified Financial Planner™ (CFP®) professional certification. He also holds the Series 7, 63 and 65 securities licenses, as well as life insurance and variable annuity licenses. John is a graduate of Central Michigan University with a B.S. in business administration and a 35-year member of the West Flint Optimist Club. John and his family are avid golfers and are current members of the Flint Golf Club.
Education
Credentials
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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