Senior Vice President–Wealth Management
Steven joined UBS in 1987 as a Financial Advisor. He received his Bachelor's degree in Management from the United States Military Academy at West Point, NY and served as a Captain in the United States Army. He is a Certified Financial Planner and specializes in Advanced Financial Planning, derivatives, portfolio customization, and portfolio management.
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Senior Vice President–Wealth Management
Steven joined UBS in 1987 as a Financial Advisor. He received his Bachelor's degree in Management from the United States Military Academy at West Point, NY and served as a Captain in the United States Army. He is a Certified Financial Planner and specializes in Advanced Financial Planning, derivatives, portfolio customization, and portfolio management.
Education
Credentials
Let's connect
Client Associate
Kim joined UBS in 2008 as the Troy, MI office receptionist and operations assistant. Kim specializes in administrative support and has excelled at ensuring customer satisfaction through her attention to detail and organization. In 2022, Kim joined Great Lakes Wealth Management and now supports Daniel DeVarona, Steve Kocher, and Curtis Kocher as their Client Associate. Kim has one son; James, and in her free time she loves to vacation in northern Michigan.
Client Associate
Kim joined UBS in 2008 as the Troy, MI office receptionist and operations assistant. Kim specializes in administrative support and has excelled at ensuring customer satisfaction through her attention to detail and organization. In 2022, Kim joined Great Lakes Wealth Management and now supports Daniel DeVarona, Steve Kocher, and Curtis Kocher as their Client Associate. Kim has one son; James, and in her free time she loves to vacation in northern Michigan.
Senior Vice President–Wealth Management
Curtis joined UBS in 2017 as a Client Service Associate. He received his Bachelor's degree from The Broad College of Business at Michigan State University and since becoming a Financial Advisor, he has obtained the CFP® and CRPC® designations. Curtis specializes in derivative implementation as well as equity analysis.
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Curtis joined UBS in 2017 as a Client Service Associate. He received his Bachelor's degree from The Broad College of Business at Michigan State University and since becoming a Financial Advisor, he has obtained the CFP® and CRPC® designations. Curtis specializes in derivative implementation as well as equity analysis.
Education
Credentials
Let's connect
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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