You. Your family. Your wealth.

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.

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.

Keith Koerber, CFA

Senior Vice President–Wealth Management

Chartered Financial Analyst®
View bio
- 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
Kristine Koerber

Account Vice President

Financial Advisor
View bio
- 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
Lynn Hogue

Senior Client Associate
View bio
- 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

Keith Koerber, CFA

Senior Vice President–Wealth Management

Chartered Financial Analyst®
View bio
- 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
Kristine Koerber

Account Vice President

Financial Advisor
View bio
- 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
Lynn Hogue

Senior Client Associate
View bio
- 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

Integrity

A structured approach to wealth planning

Our advice and guidance is based on a clearly defined planning process that is designed to keep pace with your changing perspective on wealth, your family’s lifestyle and your financial priorities.

An integrated financial plan.
Liquidity. Longevity. Legacy.
The benefits of our professional network.

The power of analysis:
Keith Koerber is a Chartered Financial Analyst (CFA) professional. He has completed stringent educational training from the CFA Institute that measures and certifies the competence and integrity of financial analysts. Kristine Koerber is a former Wall Street equity research analyst with extensive institutional investment experience.

_{Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.}

_{All investments involve the risk of loss, including the risk of loss of the entire investment.}

Experience

Customized investment strategies specific to your needs

With a focus on tailored solutions, we can provide a variety of strategies that enable us to build portfolios that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments against relevant benchmarks.

Investment solutions across generations.
Diversified asset allocation.
Active risk management.
Tax mitigation strategies.

Portfolio Management Program:
Keith Koerber is a Senior Portfolio Manager and a member of UBS’s Portfolio Management Program (PMP). As part of a select group of Financial Advisors, he is qualified to offer discretionary day-to-day management of assets, customized for your unique objectives.

_{The Portfolio Management Program (PMP) is a wrap fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who: (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium- to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.}

_{PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash, money market funds or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.}

Transparency

Clear and consistent service that builds lasting relationships

By offering high-touch service, our goal is to develop the kind of trust and efficiency to help simplify your financial life and build long-lasting relationships. This individualized attention aims to provide a level of confidence that is invaluable.

You come first.
Working with your whole family.
Attention on your terms.
Personal client service.

Our Clients

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

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You. Your family. Your wealth.

Pursuing your goals together

Keith Koerber, CFA

Kristine Koerber

Lynn Hogue