You. Your family. Your wealth.

family on the beach

You have dreams, questions and concerns about making the right decisions regarding your money. You expect clear answers and solid guidance from your advisor.

We offer a complete vision for managing wealth. As a family team, we pride ourselves on the candor and ease of communication that we develop with each generation of our clients’ families. Our approach is based on building trusted relationships and is supported by three distinct, yet integrated, values:

Integrity
You should understand what’s right for your unique situation.

Experience
You should feel confident that you’re doing what’s right.

Transparency
You should know you’re getting a fair price for the services provided.

Two women laptop

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Keith Koerber, CFA

    Senior Vice President–Wealth Management

    Chartered Financial Analyst®

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    • AZ
    • CA
    • CO
    • FL
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    Keith began his career in the financial services industry more than 35 years ago. He provides discretionary advice to individuals, families, foundations and small businesses. Keith is passionate about wealth planning, and earned the Chartered Financial Analyst® designation to enhance his skills. He has in-depth knowledge of the financial markets, and has navigated market cycles for decades.

    Keith understands the unique challenges of managing clients’ wealth. He takes an objective and proactive approach that reflects the nuances and complexities of each client situation. While his track record of experience and longstanding client relationships is the foundation of his business, Keith prides himself on an objective point of view and mutual respect.

    As the oldest of eight children, Keith truly understands the family dynamic on a personal and business level. He recently partnered with his youngest sister, Kristine, who transitioned from investment banking to wealth management. As a family team, the Koerbers are able to connect with multiple generations and provide their clients a unique investment perspective.

    Credentials that build confidence:

    • Chartered Financial Analyst® (CFA®)
    • UBS President’s Council Member
    • Member of CFA Society of Detroit and CFA Institute
    • B.S. in finance from Wayne State University
    • M.S. from Boston University

    Outside of work

    Keith enjoys tennis, skeet shooting, sailing and attending Red Wings or Tigers games. He is a member of the Troy Tennis Club, Detroit Athletic Club and Detroit Gun Club. Keith and his wife Denise enjoy spending time with their grandchildren.

      • Wayne State University, B.S. Finance
      • Boston University, M.S.
      • Chartered Financial Analyst®
      • Senior Portfolio Manager
      2301 West Big Beaver Road
      Somerset Place Office Building
      Troy, MI 48084
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      Kristine Koerber

      Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • FL
      • IL
      • IN
      • KS
      • MA
      • MD
      • MI
      • MN
      • MO
      • NC
      • NE
      • NJ
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI

      After more than 20 years as a Wall Street equity research analyst, Kristine wanted to connect with individuals and families and make a positive impact on their lives. She has joined her brother, Keith Koerber, to create a family financial advisory practice. Kristine draws on her institutional experience, which includes research, modeling and valuation, to help clients design sophisticated investment portfolios that seek to achieve their most important goals.

      As a brother-sister team, Kristine and Keith understand the complexities and dynamics of multigenerational wealth. Many of their clients are small business owners, who need tailored strategies to help maximize their business and family finances. Kristine enjoys the personal relationships she forms with clients as she takes the time to learn about their interests, their dreams and their concerns.

      Education and Credentials:

      • Series 7, 24, 63, 65, 86 and 87 FINRA securities licenses

      • B.S. in finance from Arizona State University

      Outside of work

      Kristine is a member of the Junior League of Birmingham and a former member of the San Francisco chapter. She volunteers with organizations dedicated to helping women and to the performing arts. Her past community involvement includes: member and co-chair of the San Francisco Symphony and member of the San Francisco Ballet. Kristine enjoys travel, exercise, and spending time with family and friends.

        • Arizona State University, B.S. Finance
          2301 West Big Beaver Road
          Somerset Place Office Building
          Troy, MI 48084
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          Lynn Hogue

          Senior Client Associate

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          • MI

          Lynn has more than 34 years of experience in the financial services industry. She joined UBS Financial Services in 1989 through its predecessor company, PaineWebber, as a Senior Client Service Associate. Lynn has always enjoyed building and maintaining relationships with clients over the years. She provides the team's clients with top-tier customer service, which includes executing all administrative and daily operational tasks and client requests, along with entering trade orders.

          Education and Credentials

          • Associate of General Studies - M.C.C.
          • Series 7 and 63 securities licenses
          • Licensed Notary Public

          Outside of work

          Lynn volunteers with the Paralyzed Veterans Racing Team as Race and Athlete Support during training and cycling events.

          Along with her husband, she enjoys cycling and spending time with their adult daughter and large extended family at the family cottage.

            • M.C.C., Associate of General Studies
              2301 West Big Beaver Road
              Somerset Place Office Building
              Troy, MI 48084
            multi-generational

            Integrity

            Experience

            Transparency

            Our Clients

            Managing wealth is our craft

            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.

            Backed by the strength of UBS

            A global leader in wealth management

            $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

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