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

keith.koerber@ubs.com

Keith Koerber, CFA

2301 West Big Beaver Road,Troy,MI,48084
Kristine Koerber

Senior Vice President–Wealth Management

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

kristine.koerber@ubs.com

Kristine Koerber

2301 West Big Beaver Road,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

lynn.hogue@ubs.com

Lynn Hogue

2301 West Big Beaver Road,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

keith.koerber@ubs.com

Keith Koerber, CFA

2301 West Big Beaver Road,Troy,MI,48084
Kristine Koerber

Senior Vice President–Wealth Management

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

kristine.koerber@ubs.com

Kristine Koerber

2301 West Big Beaver Road,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

lynn.hogue@ubs.com

Lynn Hogue

2301 West Big Beaver Road,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.}

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

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

Get involved

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

You. Your family. Your wealth.

Pursuing your goals together

Keith Koerber, CFA

Kristine Koerber

Lynn Hogue

Keith Koerber, CFA

Kristine Koerber

Lynn Hogue

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Education

Credentials

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