Experience

Michael is a highly respected wealth management professional with over 35 years of experience in the financial services industry.  Since 2009, he has been serving clients as a Managing Director at UBS Financial Services.  Michael's extensive expertise enables him to guide clients through significant financial milestones and navigate challenging market conditions, leading to successful financial outcomes for both businesses and individuals.

Before joining UBS, Michael spent 12 years at Merrill Lynch and practiced as a Certified Public Accountant (CPA) for over a decade.  This diverse background enhances his ability to offer comprehensive financial strategies tailored to individual client needs.  As a Wealth Manager and Portfolio Manager, Michael excels as an Investment Decision Maker, crafting and executing strategies that align with client objectives. His area of Specialization includes retirement planning, tax optimization, estate planning, risk management, and achieving overall wealth goals.

Michael's dedication to his clients has earned him recognition by Forbes Shook as one of the "Best in State Financial Advisors" since 2000, highlighting his commitment to making a meaningful difference in his clients' lives.

On a personal note, Michael has been married to Heidi since 1991 and is the proud father of two sons, Anthony and Alexander. In his spare time, he is active in the community, enjoys playing golf, and loves spending time in the sun and on the beach.

Leif has focused on corporate retirement plans, participant education, and individual retirement planning since 1992.  He is a Chartered Retirement Plan Specialist, Chartered Retirement Planning Counselor, and Accredited Asset Management Specialist.  These credentials are specific to qualified plans, retirement planning, and asset allocation.  In addition, Leif holds the UBS designation “Retirement Plan Consultant.”  This distinction is held by only a small percentage of UBS advisors nationwide. Leif’s specialty is designing and implementing retirement plans specific to each of his individual client’s needs.  He is a graduate of Miami University in Oxford, OH where he was a varsity letter winner on the University’s wrestling team while graduating with a degree in Finance.  Leif started his career as a pension analyst at the University of Michigan and joined UBS in 2015 after this tenure at Morgan Stanley.

Leif has been married to his wife Karen for nearly 30 years, and they are the proud parents of three boys, Charlie, James, and Tommy.  Leif and his family are avid University of Michigan fans, and when they’re not tailgating for a home football game, you can catch them fishing, on a pickleball court, or enjoying good wine.

Joe began advising retirees in the early 1990s, and over time, his practice evolved to focus on supporting Big Four accounting partners, venture capitalists, and investment management professionals with their unique needs and goals. With thirty years of investment planning experience, Joe’s approach emphasizes tax and cash-flow management, coupled with personalized investment strategies tailored to each family he partners with.

As a Market Director at UBS, overseeing the Plymouth and Ann Arbor offices, Joe leads 22 advisors managing over $6 billion in client assets. Through his leadership role, he has gained invaluable insights into the best practices that drive success within an exclusive and a high performing group of advisors and financial planning teams. Joe takes pride in serving as an ambassador of UBS, leveraging the firm’s world-class capabilities and resources to deliver exceptional results for the families he serves

Joe has been married to his wife Janine for over 30 years, and they are the proud parents of their grown children, Joey and Paige. A 1991 graduate of the University of Michigan, Joe is an avid Wolverine fan, although he’s learned to be careful as both his wife and daughter are proud Spartan alums. You can find Joe enjoying his personal time with his family, at a concert sharing his passion for music with his son, or on the course at Barton Hills in Ann Arbor, where he has been a member and served on various boards and committees the past 20 years.

Scot has been a trusted financial advisor, serving families since 1995.He earned both his bachelor’s and master’s degree from Wayne State University and went on to earning his Certified Financial Planner certification through the College of Financial Planning in 2007. Over the course of his career, Scot has managed portfolios during many unforgettable market cycles such as the 90’s tech bubble and the 2008 financial crisis. These experiences have taught him the crucialness of downside planning, which he implements within his work today. Scot utilizes both strategic and tactical allocations through UBS' award-winning research, third party research, and proprietary technical analysis to create customized portfolios for each family he works with.  He takes pride in building trusting relationships assisting families in meeting their long-term financial goals. Scot has been happily married to his wife Lil for 38 years and together they have three sons and four grandchildren who they love spending time with. Impressively, he earned his private pilot’s license and enjoys flying and big game hunting in his free time.

Wendy joined the financial services industry with Smith Barney in 2005 and commenced her career at UBS in 2009. She is a graduate of Walsh College of Accountancy and Business with her Bachelor of Business Administration.

Wendy is a seasoned leader in wealth management with a portfolio manager designation from UBS. She is FINRA registered holding Series 7, 63, 65 and 31 licenses. 

Throughout her career, Wendy has integrated well-founded family values into her work. This foundation has cultivated a deep appreciation for client relationships. She takes pride in collaborating with clients to understand their individual needs and continuously emphasizes the importance of personalized financial strategies, making a lasting impact on the financial well-being of her clients.

Wendy is married to her high-school sweetheart, Steve. They reside in Milford, Michigan and have two daughters, Mackenize and Charlotte. In her spare time, Wendy enjoys spending time in Florida, golfing and cooking with her family and friends. 

Jon graduated from business school in early 2008, beginning his financial career in the midst of one of the largest market downturns we've experienced in generations.  At the time, he was working as an analyst at JPMorgan for institutional clients including municipal and corporate pension plans, endowments, and foundations.  Jon utilizes that lesson in portfolio risk management along with his legal background when building financial plans for the families he partners with. 

Jon resides in Troy with his wife, Karoline, and his son Rueger.  Outside of spending time with his family, Jon still plays hockey once a week with his close group of friends he grew up with locally in Metro Detroit. 

Education:

2008:  BBA, Ross School of Business at the University of Michigan, Ann Arbor, Distinction

2021: JD, University of Detroit Mercy School of Law, Detroit, Dean Scholar Award

Michael graduated from Eastern Michigan University with a degree in Business Administration.  Michael’s extensive background and experience includes two and a half decades as a successful business owner.  After his career as an entrepreneur, Michael transitioned to the wealth management industry where he has further developed his experience the past twenty-five years at firms ABN AMRO Financial Services, Comerica Securities, JPMorgan Chase, and now UBS, where he joined in 2012.

He resides in Novi with his college sweetheart, Jane. They have two grown children and a grandson. Michael works out daily, plays racquetball, loves to entertain, and most of all, he loves playing with his new grandson.

Mark has over 37 years of experience concentrating in ERISA trust administration.  He began his career as a relationship manager at Comerica Bank.  In this role, he managed the largest and most complex defined benefit and defined contribution plans within the Retirement Services division.  He served as a retirement resource to plan sponsors, providing plan design, compliance, and investment support services.  Mark has a law degree, and early in his career practiced ERISA and municipal pension law for a firm in Detroit specializing in corporate and municipal qualified plan law. 

Education:

1984:  BA, Eastern Michigan University

1989: JD, Detroit College of Law

Anthony graduated from Michigan State University in 2021 with a double major in Computer Science and Media & Information. He began his career at Auto-Owners Insurance Company in Lansing, Michigan where he developed expertise in IT operations and strategic problem-solving. Recently, he transitioned to the financial services industry, joining his father’s wealth management practice at UBS Financial Services. Anthony is pursuing the Certified Financial Planner (CFP) designation at Oakland University while completing rigorous industry training and licensing. Outside of his professional pursuits, he is an advocate for creativity and an active lifestyle, finding fulfillment in art, golf, and cycling.

Shelley is a graduate of Schoolcraft College with an Associate’s degree in Business.  With over 27 years of financial industry experience, Shelley works closely to ensure operation and administration processes are handled correctly. She is often the first point of contact for clients. 

Shelley and her husband, Ron, live in Westland. Their 2 daughters are in college pursuing medical careers. The family enjoys cooking new recipes and travelling together.  

Jill has been a dedicated professional in the financial services industry since 1987. As a licensed Wealth Management Associate, she specializes in client service and administration, focusing on building long-term relationships. Jill collaborates closely with her team along with clients to design and implement personalized wealth management strategies that align with their unique financial goals and circumstances. Known for her strengths in organization, communication, and problem-solving, Jill is committed to delivering exceptional service and ensuring her clients’ needs are always prioritized.

After graduating from Madonna University with a bachelor’s degree in psychology, Krista received her certification as a registered social worker and spent time specializing in mental health.  After raising her family at home, Krista joined UBS in 2012.  At UBS, Krista has worked alongside branch management where she directs both operations and regulatory compliance for the branch and its 47 employees. She is licensed with her Series 7 and 66 in the state of Michigan. She joined the Legacy Park Partners officially in mid-2024 as the Team Administrator, where she oversees team communication and operations while leading the team’s client experience initiatives.

Krista has been married for over 32 years to her husband Michael. They are the proud parents of two adult daughters and a son-in-law. Outside of enjoying her family, Krista enjoys being with her family dog and her fur grandbaby. She also enjoys reading, gardening, watching movies and being in her pool.

Julie has worked in the financial services industry for over 30 years. For the last 18 years, she has worked alongside Leif and Mark. Julie has a list of multi-faceted duties for the team with a primary focus on running the groups day to day operations while providing the highest quality of client service. Her responsibilities include data management systems, client communications, asset transfer, and technology systems. Julie is licensed with her series 7 and 65 in the state of Michigan.

Julie and her husband, Ron, enjoy spending time with fellow enthusiasts at car shows and spoiling their two grandchildren. Julie loves all things regarding horses, riding and watching shows.

Sharen began her career in the financial services industry in 1994 with Beacon Investment Company in Ann Arbor, Michigan.  She has held various roles in the industry from wire operator to an assistant operations manager during her 30 plus years in the financial industry.  In 2016, she joined UBS.  As a Senior Client Service Associate, she is responsible for keeping the team organized and coordinated.