Experience

For more than three decades, Dominic has guided executives, entrepreneurs, and affluent families through pivotal financial decisions. With expertise in concentrated stock positions, wealth preservation, risk management, and advanced estate planning, he brings a strategic perspective to helping clients navigate financial complexity and pursue lasting outcomes.

Known for his thoughtful approach and problem-solving mindset, Dominic is passionate about uncovering opportunities, simplifying complexity, and delivering customized strategies aligned with each client's aspirations. He values meaningful relationships and believes the strongest financial plans are built on trust, clarity, and a deep understanding of what matters most to the people he serves.

Prior to joining UBS Financial, Dominic spent 20 years as a Senior Vice President and Financial Advisor at Morgan Stanley, where he developed deep experience serving high-net-worth individuals and business owners. He holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations and earned a degree in Finance from Central Michigan University.

Away from the office, Dominic is a devoted husband, proud father of five, active church leader, and longtime hockey coach. A former collegiate hockey player, he still enjoys time on the ice and treasures opportunities to be with his growing family, including his grandchildren.

"Whether coaching hockey, serving my community, or advising clients, I believe the best results come from going deep, solving complex challenges, and helping people move forward with confidence."

Diana Freeburg, CFP®, CEPA®, CIMA® is a Senior Vice President and Financial Advisor with UBS Financial Services and a founding partner of Lifetime Wealth Management. With more than 31 years of experience, she helps business owners, women investors, entrepreneurs, and families navigate complex financial decisions and align their resources with their long-term goals.

Her work focuses on retirement readiness, tax-efficient planning, business succession, and legacy strategies. Known for her thoughtful, client-focused approach, Diana is passionate about helping individuals and families gain clarity, make informed decisions, and move forward with confidence.

Guided by her philosophy to always “do the right thing,” Diana co-founded Lifetime Wealth Management in 2005. The team's name reflects its commitment to supporting clients through every stage of life, from wealth accumulation and retirement planning to multigenerational wealth transfer. Through a collaborative approach, the team develops customized strategies that evolve with clients’ needs over time.

Before becoming a Financial Advisor, Diana held positions in operations and asset-liability management with Comerica’s holding company, experience that strengthened her understanding of financial services and risk management. She earned a BBA in Finance from the University of Michigan and an MBA from Wayne State University. In addition to her CFP®, CEPA®, and CIMA® designations, she holds Series 7, 66, and 24 licenses. Diana and her team have been recognized among the Forbes Best-in-State Wealth Management Teams from 2023–2026, and she was named a Forbes Best-in-State Women Advisor from 2024–2026.

Outside the office, Diana is an active community volunteer and nonprofit leader, having served on boards and committees for organizations including Cass Community Social Services, Impact 100, Lighthouse of Oakland County, and First United Methodist Church. She enjoys kayaking, reading, and spending time with family.

A proud mother and soon-to-be grandmother, Diana treasures the relationships she has built throughout her career. Many clients have become close friends, reflecting her belief that trust, authenticity, and long-term partnership are the foundation of meaningful financial guidance.

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.

Rebecca’s interest in the financial services industry began with conversations at her great-grandma’s house where she openly shared her investment philosophy – choosing stocks from companies she supported as a customer – which sparked Rebecca’s curiosity about investing. That curiosity deepened to holistic wealth management as she saw firsthand how major life events, such as owning a business or going through a divorce, could shape a person’s financial future.

These experiences inspired Rebecca to help other navigate their own financial journeys with confidence and care – creating a strategy to achieve their goals while protecting them from pitfalls and the unexpected.

Today, Rebecca is a Financial Advisor with Lifetime Wealth Management, guiding clients through comprehensive plans that reflect every aspect of their lives. She works closely with her clients to deliver solutions tailored to each objective, building relationships rooted in understanding, trust, and confidence.

Rebecca started her career as an intern at UBS Financial Services while earning her B.B.A in Finance from Grand Valley State University, later joining the firm as a Client Associate. After completing her M.B.A from Northwood University, she moved into strategic roles supporting advisors across Michigan in adopting digital strategies. In 2020, she was promoted to a national role as Communications Specialist in the UBS Chief Operations Office of Global Wealth Management Americas.

Based in Traverse City, Rebecca is active in the community. She serves on the board of Impact100, mentors for Big Brother Big Sister, and is a member of Traverse City Young Professionals. Outside of work, she takes full advantage of Northern Michigan’s outdoors – snowboarding, hiking, and paddleboarding.

"I want clients to know they have someone they can call who will listen, help solve problems, and make things easier. Whether it's a simple service request or navigating a difficult life event, my goal is to provide support with compassion, patience, and professionalism."

Kristen Faris has dedicated her career to helping clients navigate the operational side of their financial lives with confidence and ease over the past three decades. As Team Administrator for a seven-person wealth management team at UBS Financial Services Inc., she oversees team operations and serves as a trusted resource for clients facing a variety of financial challenges. Whether assisting with online account access, facilitating internal and external money movements, helping families organize assets after the loss of a loved one, or resolving service-related concerns, Kristen's goal is simple: help make every client experience as seamless, and stress-free as possible.

Kristen is known for her approachable style and commitment to personalized service. She enjoys building relationships with clients and takes pride in helping them feel comfortable and supported as they make important financial decisions. Her philosophy centers on treating every client interaction with empathy, patience, and professionalism.

Her extensive industry experience spans across several leading financial firms. Prior to her current role, Kristen served as an Assistant to Financial Advisors at Merrill Lynch, a Registered Assistant at Morgan Stanley, and held multiple client service and administrative leadership positions at UBS. She holds Series 7 and Series 66 licenses, as well as a Certificate in Wealth Management. Kristen earned an associate degree in Recreation Therapy for the Physically and Mentally Impaired from Grand Valley State University, an educational background that helped shape the client-focused mindset she brings to her work today.

Born in Charleston, South Carolina, and raised in the Detroit area, she now resides in Canton, Michigan with her husband, George, whom she has been married to for over 31 years. Together they have four children—Anthony, Samantha, Nicholas, and George Jr.—and two young granddaughters, Sophia and Leila, who bring joy to her life. Kristen also enjoys reading, watching movies, cross-stitching, and spending time with family and friends. Before entering the financial services industry, she spent six years working with mentally impaired female children at Our Lady of Providence, an experience that further strengthened her dedication to serving others with care and compassion.

"People may not remember every detail of a conversation, but they will always remember how you made them feel."

For more than two decades, Lisa Standhardt has built her career around a simple belief: meaningful relationships are at the heart of exceptional service. As a Client Associate with UBS Financial Services, Inc., she is dedicated to creating a positive experience for every client through attentive listening, proactive support, and personalized care. Lisa is passionate about helping individuals navigate important financial decisions while fostering trust and confidence along the way.

Driven by a commitment to service, Lisa strives to make a positive impact in every interaction. Whether assisting clients, supporting her team, or contributing to her community, she focuses on understanding what matters most to people and helping them move forward with clarity and confidence.

Lisa brings extensive industry experience to her role, including 24 years as a Client Associate with Merrill Lynch. Her background has provided a deep understanding of client service and relationship management, complemented by a Business Degree from Oakland Community College.

Originally from Milford, Michigan, Lisa values family, community, and lifelong learning. She and her husband, Chris, enjoy spending time with their grown children and grandchildren. Outside of work, Lisa enjoys cross-stitch, arts, and crafts, traveling, and making memories with family. She has also dedicated time to youth organizations, including Girl Scouts, Boy Scouts, and other community programs, reflecting her longstanding commitment to helping others.

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.