Email Me
$5+ trillion
In invested assets globally
As of 11/07/2023
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
