Lasting relationships. For all that matters

• AK
• AL
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MT
• NC
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WV

I began advising business owners, corporate executives, and physicians in the early '90's.  Managing the investments of the families we work with will always be a critical component of what we do, but during the past nearly thirty years, I've learned how important tax minimization, cash-flow, healthcare expenses, and estate planning, while maximizing philanthropic contributions, are to a family's optimal financial future.  Every family we work with has unique challenges and opportunities, and it's our commitment to utilize UBS' deep resources along with our team's personal intellectual capital to responsibly handle them.   

Education:

1991: BA, University of Michigan, Ann Arbor - Economics

• University of Michigan, Ann Arbor , BA - Economics

• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IA
• IL
• IN
• KS
• KY
• MA
• MD
• MI
• MN
• MO
• MT
• NC
• NJ
• NV
• NY
• OH
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WI

Scot joined UBS in 2009, and as a founding partner of The Market Edge Wealth Management Group, he is responsible for maintaining client relationships and portfolio management duties. Previous to his role at UBS, Scot spent seven years at Smith Barney in Ann Arbor. While at Smith Barney, Scot was a Senior Portfolio Manager and Financial Advisor. Previous to Smith Barney, Scot spent seven years at Merrill Lynch.

Scot has both his Bachelor of Arts and Masters in Business Administration in Finance from Wayne State University. Scot earned the prestigious Chartered Financial Planner (CFP®) designation in 2007 which attests to his dedication to enhancing his knowledge in wealth planning strategies to better serve his clients. Scot also specializes in global portfolio management including the "Market Edge" investment suite. Scot has three grown sons, a grandson, and resides in Pinckney with his wife of 28 years.

• Wayne State University, MBA
• Wayne State University, BBA

• Senior Portfolio Manager

• MI

After graduating from business school in early 2008, I began my financial career in the midst of one of the largest market downturns we've experienced in generations.  At the time, I was working as an analyst at JPMorgan for institutional clients including municipal and corporate pension plans, endowments, and foundations.  That lesson in portfolio risk management, and, more important, patience with a long-term outlook, is a main focus of mine when partnering with families. 

Education:

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

- Big Ten All Academic Conference, varsity hockey

- Scholar Athlete Award, University of Michigan Athletic Department

2017-Present: University of Detroit Mercy Law, Juris Doctorate

- Dean's Academic Scholarship

• Ross School of Business at the University of Michigan, Ann Arbor, BBA

Sharen and her husband Todd reside in Ypsilanti with their daughter, Shelby, who currently attends Washtenaw Community College. In their spare time, Sharen and Todd enjoy traveling and relaxing with family.

Sharen started 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 a wire operator to an assistant operations manager during her twenty-two year tenure. In 2016, she joined UBS after serving eleven years at Morgan Stanley.

The team’s success is dependent upon the individuals of the team working happily and efficiently together. Sharen serves as the Chief Operations Officer/Team Administrator for the team. As Senior Client Service Associate, Sharen is responsible for keeping the team organized and their final output coordinated. She accomplishes this through tracking the team’s collective and individual tasks and goals, monitoring performance and results, encouraging efficiency and excellence, assisting with business planning and coordinating team meetings and events.

• MI

Krista, and her husband, Michael, reside in Plymouth with their two daughters Kortney and Natalie. Both of their daughters are attending college; Kortney at Grand Valley State University and Natalie at School Craft College. Krista enjoys gardening, and spending time outside in the sun with her friends and family.

Krista graduated from Madonna University where she obtained her Bachelors of Science in Psychology. She then received her certification as a Registered Social Worker and spent time specializing in Mental Health. After taking time to be a stay at home mom, Krista joined the financial services industry with UBS Financial Services in 2012.

At UBS, Krista is the first point of contact for the Plymouth branch's clients. She handles the Plymouth Office's operations and administration. In addition, she coordinates and implements marketing practices and events for her team. Finally, Krista organizes the branch's community outreach program including events with the Salvation Army, Open Door Pantry, and other local charities.

• Madonna University, Bachelors of Science in Psychology