Experience

Dominic started in the financial service business interning in the summer of 1987 at Dean Witter and has been a successful financial advisor ever since, spending his first 21years at Morgan Stanley before moving to UBS in 2008. Dominic became a Senior Partner in Lifetime Wealth Management in 2019.

Besides 35 years of experience and knowledge helping clients preserve and manage their wealth Dominic has earned the professional certifications of both Certified Investment Management AnalystTM CIMA and Certified Financial Planner CFP.

Dominic is active in the community coaching youth hockey. He lives in Farmington Hills with his wife Kelly, 5 amazing kids and 3 golden retrievers.

In 2005, Diana and her partners formed Lifetime Wealth Management. The team name reflects the cradle-to-retirement and beyond emphasis. Everything starts with a goals-based financial plan that is tailored to your personal goals and risk tolerance. 

Diana has a BBA from the Ross School of Business at the University of Michigan and an MBA from Wayne State University.  She is a Certified Financial Planner (CFP®), the top rated professional certification in the industry and a Certified Investment Management Analyst (CIMA®).  In 2019, Diana earned her CEPA®, Certified Exit Planning Analyst, to help clients with selling their businesses.  In most cases, the business is a client’s largest asset so it’s important to get it right. UBS is a leader in this market and has a lot resources for business owners who need assistance before, during and after the sale of a business.

When not at work, giving back to her community is a top priority for Diana.  She has served on boards and committees for many nonprofits including Cass Community Social Services, Impact 100, First United Methodist Church, Lighthouse of Oakland County, and the Boy Scouts and Girls Scouts of America.

Diana and her husband, Eric live on Cass Lake with their beagle. They are proud of their two grown children, Brian, a mechanical engineer, and Erica, a CPA and their future daughter-in-law, Kate, a logistics analyst.

Fascinated by a stock market game he played in for a class in the 8th grade, Dan developed a passion for the financial world early on. There was no question what his focus in college or subsequent career path would be. He began working in the financial services industry in 1991, and joined UBS wealth management in 2013.

Dan is a Certified Financial Planner®, Certified Investment Management Analyst® and holds the primary role of serving as PMP Portfolio Manager for our clients. As a Midwesterner growing up on a farm, Dan learned his strong work ethic from his parents who were small business owners. He understands how clients think and feel about money—particularly the work it takes to accumulate, and the importance of planning and investing for retirement. His clients can count on him to be a compassionate listener skilled in balancing empathy with disciplined investment advice and counsel, all the while bringing in the full resources of UBS.

Dan attended Albion College, worked and studied in London, England, and earned Bachelors Degree in Economics and Management in 1991. Outside of work, he is an active animal rights supporter, an avid boater, and a member of the Detroit Athletic Club.

Paul essentially grew up in financial services. He took his first job as a college intern for a major brokerage firm in 1989, and worked as a successful financial advisor ever since, joining UBS in 2013. Paul is passionate about making a difference in people's lives, and as a result, he has not only built many enduring business relationships, but many friendships as well.    

Paul focuses on meeting and working with new and existing clients to deliver on the team's promise—helping them grow and preserve their wealth. He brings comprehensive knowledge and credentials to his practice, including an MBA from the University of Michigan, a finance degree from Central Michigan University, and the CFP® professional certification.

Paul has always been active in his community, including involvement on the Boards for Oakland Family Services and Hospice of Michigan. He is a leader in his son's Boy Scout troop, teaches college investment classes, and serves as a downhill skiing instructor.  He and his wife, Jill, and their two children live in Commerce Township.

Rebecca has spent her entire career serving clients in the financial services industry. She was an intern at UBS while an undergraduate at Grand Valley State University, and after earning her B.B.A. in finance in 2013, she began working at UBS as a Client Associate. In 2016, she received her M.B.A. from Northwood University. More recently, she has worked with the Michigan Market helping Financial Advisors and management integrate new digital tools for financial planning, portfolio management, and online services. In 2020, she took a national position as a Digital Strategist within the UBS Chief Operations Office of Global Wealth Management Americas.

As the Senior Wealth Strategy Associate for the team, Rebecca is back doing what she loves, collaborating directly with clients. She works in financial planning, portfolio management, client relations, and all things technology-related.

Residing in Traverse City, Rebecca enjoys all that Northern Michigan has to offer, including hiking, snowboarding, and yoga. She is a Big for Big Brothers Big Sisters and a member of the Traverse City Professionals and Impact 100 organization. 

Kristen is a has been serving clients for over 25 years handling office administration, trading, and client service.  Kristen is married with four children and lives in Canton, MI.

Lisa began her career in the financial industry at Merrill Lynch in 1989 joining the DP Group in 2005.  She and the team joined UBS in 2013 where she is dedicated to providing the highest level of service to her clients. Her primary responsibilities on the team include operations, account administration and special projects.  Lisa graduated from Oakland Community College with an associate's degree in business administration.

Outside of work, Lisa is proud of her charitable work in several youth organizations--Job's Daughters International and DeMolay International and has worked with them on both the local and International levels for a number of years. She, her husband, Chris and their two children live in Milford, MI.