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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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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
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The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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