Vice President–Wealth Management
I began my career in 1991 at the National Association of Investors Corporation (NAIC), a non-profit that provides investment education to individuals and investment clubs (www.betterinvesting.org). I worked in various areas; educational seminars, membership services, product development, marketing, advertising, sales and corporate membership. As a director, I worked with finance executives at Fortune 500 companies to help develop shareholder and employee investment education programs. NAIC provided me the experience to advance my skills in many areas; developing new educational programs, creating new products, building membership and advising corporate leaders.
I joined Merrill Lynch in 2005 as a financial advisor. As a team advisor, I attracted new clients, built assets and developed new programs to educate and advise clients and other groups within the community. My team moved to UBS Financial Services in 2012. I use my professional experience and knowledge to educate and help families, small businesses and nonprofits with their strategic investment planning – helping them reach financial and strategic goals. We focus on educating our clients to help them create and follow their plan to become successful lifetime investors.
I am actively involved in the Detroit area community by serving as a volunteer with the Troy Historical Society, Troy Chamber of Commerce, Ronald McDonald House Detroit, Wayne State University Alumni Association and involvement in other local community and church events. I have dedicated time to Dale Carnegie, Boy Scouts of America, United Way and Salvation Army. My personal interests include antiques, Michigan history, classic automobiles, sailing and skiing. I live in Troy, Michigan with my wife, Kathleen (an elementary education teacher) and our children Nathan and Justin.
Senior Vice President–Wealth Management
Andrew joined UBS in 2012 after 23 years with Merrill Lynch. Prior to his chosen profession, Andrew graduated from Western Michigan University and studied on scholarship in Europe. As a Portfolio Manager he specializes in building dynamic portfolios that fit individual's needs. He also has extensive experience with municipal and corporate bonds, trusts and comprehensive retirement and financial planning. Andrew's focus is to provide advice and guidance to individuals and families as they develop a strategic investment program together. He is a life-long resident of Michigan and a member of the Detroit Athletic Club. Andrew lives in Northville and enjoys time with his wife Gabriele and children Hannah, Christian and Dylan and weekends boating or skiing in beautiful Michigan and Naples Florida.