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$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
Financial Advisor
With 35 years of experience providing investment counsel to high net worth clients, J.R. has built a career of providing objective, conflict of interest-free advice to families in order to help manage risk and grow their wealth. Both his undergraduate and graduate degrees are in Finance and Economics from Western and Central Michigan Universities.
He is involved with the Detroit Economic Club and sits on several committees. He also volunteers for the William Beaumont Hospital Foundation, as a member of their Planned Giving Committee.
J.R. lives in Birmingham with his wife Leslie and two sons, Alex and Joey. They enjoy spending summer weekends boating at their cottage north of Grand Rapids.
Education
Senior Vice President–Wealth Management
Financial Advisor
With 35 years of experience providing investment counsel to high net worth clients, J.R. has built a career of providing objective, conflict of interest-free advice to families in order to help manage risk and grow their wealth. Both his undergraduate and graduate degrees are in Finance and Economics from Western and Central Michigan Universities.
He is involved with the Detroit Economic Club and sits on several committees. He also volunteers for the William Beaumont Hospital Foundation, as a member of their Planned Giving Committee.
J.R. lives in Birmingham with his wife Leslie and two sons, Alex and Joey. They enjoy spending summer weekends boating at their cottage north of Grand Rapids.
Education
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
