Experience

Mike has over 40 years of investment management experience and is a leader in the industry, joining UBS in 1987. Mike holds a Bachelor of Science degree in Business Management from Oakland University and earned his Certified Investment Management Analyst (CIMA®) designation in 2007 from the Wharton School at the University of Pennsylvania.   He also earned the Wealth Advisor designation from UBS in 2008 and his Chartered Retirement Plans Specialist (CRPS®) designation in 2017.   Mike has been involved in a number of charitable and fundraising activities within the community, including the Older Person’s Commission of Rochester; Oakland University, Blessings in a Backpack and Leader Dogs For The Blind. Mike resides in Rochester Hills with his wife, daughter and son.  He enjoys community and family focused activities including: coaching youth sports programs, golf and classic automobiles. CA License #0G60870

Jim has 38 years of experience providing comprehensive wealth management solutions to high net worth individuals, business owners, and their families. Jim and his team provide the following wealth management services: asset and liability management, cash flow and liquidity management, trust and estate planning, insurance planning, and charitable planning. Early in his career, Jim worked as a CPA in the tax department at KPMG. This experience keeps him sensitive to the tax implications of recommended strategies. Jim graduated from the University of Notre Dame with a Business degree. He is an avid golfer and college football fan.

Patty has practiced Wealth Management for over 32 years and has been with UBS since 2009. Patty employs a holistic process to wealth management which begins with helping clients define their life and legacy goals. She then guides them through a planning process that assists with cash flow and liquidity management that gives them peace of mind as they prepare to meet those goals. In addition, she assists clients with asset allocation, portfolio management, risk protection, charitable giving, and the intergenerational transfer of wealth. Patty earned a Bachelor of Science degree in Business Administration from Marquette University and is an avid MU basketball fan. Patty is Treasurer of Variety Detroit, The Children’s Charity. She enjoys travel, skiing, golf, and boating. Patty raised 2 sons and lives in Bloomfield, MI.

Michael Belknap joined UBS in 2020 and has worked in the financial services industry for 10 years.  Prior to UBS, he worked at J.P. Morgan Asset Management.  His responsibilities included delivering insights on markets, portfolio construction, & investment alternatives to financial advisors in the northeast.  This position was integral in helping financial advisors develop highly effective investment solutions to meet the financial goals & objectives of their clients.

Michael is a CFP® (CERTIFIED FINANCIAL PLANNER™) and devotes much of his time to financial planning.  He works closely with our clients to help them pursue their goals through comprehensive financial plans.  Michael’s expertise on retirement, tax, estate planning, insurance, and charitable giving helps inform the personalized solutions we deliver to clients.  He also specializes in generational wealth planning and education for the next gen. 

Michael earned a Bachelor’s degree in Business Administration from Marquette University with a double major in finance and supply chain management.  He resides in Royal Oak, MI and enjoys golfing, skiing, and Detroit sports.

Sandy is a Senior Client Service Associate with over 42 years of experience in the financial industry specializing in operational processing and administrative technology. Her extensive knowledge of back-office procedures has been a great asset to our team.  Sandy enjoys spending time with her family at their cottage, golfing and skiing.  She resides in Macomb with her husband and has a daughter and two sons.

Kristie is a Senior Registered Client Service Associate with over 18 years of experience.  Kristie holds a Bachelor of Science degree in Social Science from Michigan State University. She joins Double Eagle Wealth Management most recently from Morgan Stanley.  Kristie enjoys baking, golfing and traveling with her family.  She resides in Macomb Township with her husband and son.

Anne is a Client Service Associate with over 9 years experience with Double Eagle Wealth Management.  Anne holds a Bachelor of Arts in Communication from Oakland University.  She joined the group after working in the public relations field for over 10 years and adds a unique dynamic with her knowledge of marketing and communications.  Anne enjoys being creative and crafty, trying new recipes and spending time with her family.  She resides in Macomb Township with her husband, daughter and son.

Ashley joined The Belknap Group in 2016. Ashley moved to UBS in 2012 after 5 years with Merrill Lynch. She is licensed to enter market-related investment orders for stocks, bonds, mutual funds, and CDs. Ashley is a graduate of Albion College and former collegiate soccer player. She completed her MBA with a specialization in Finance at Walsh College.