Insight-based advice

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Brian built his team with the aim of providing individuals and businesses with the same high-quality wealth management he would expect to receive as a client. He believes that this commitment to excellence, together with his integrity, collaborative approach and dedicated work ethic, are among the reasons that some clients have chosen to remain with him for more than two decades and that a number of his relationships span three generations. After graduating from Wayne State University, Brian became a successful small business owner at the age of twenty. He joined Merrill Lynch in 1995 and in 2017 made the move to UBS Financial and today helps advise families as they pursue their financial goals and aspirations.

Brian is also a Portfolio Manager in the Portfolio Program who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, UBS Model Portfolios and third-party investment strategies. When servicing clients through the firms Portfolio Management Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Brian and his wife reside in Rochester Hills with their seven children. Brian enjoys golf, boating, and traveling.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Wayne State University

• Portfolio Manager

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Mark began his career in one of the equity market’s most tumultuous years on record—and over the past 30 years he has helped clients manage their wealth throughout good times and bad. Mark joined UBS in 2006 after 20 years at Smith Barney-Citigroup. With his clients, he emphasizes asset allocation and total portfolio management with a focus on retirement income planning; Mark also helps them with education funding, structures for charitable giving and estate planning. Mark is FINRA registered and hold Series 7, 31, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

Mark's focus is on the community he lives in is exemplified by the time he volunteers with the Birmingham Rotary Club. His major passions outside of UBS are his seven children, reading, golf and travel.

• Senior Portfolio Manager

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Wayne joined UBS in 2018 with over 20 years of experience in the financial services industry. He has an extensive background working with high net worth families and private business owners.

Wayne holds a degree in Economics from Western Michigan University. He and his wife Diane live in Grosse Pointe Woods with their three children. When he's not in the office you can usually find Wayne coaching, watching or volunteering in youth baseball.

• Western Michigan University, Economics

Experience makes all the difference:

Renee began her career in the financial services industry in 1991.  She began working for PaineWebber as a Client Service Assistant where she worked closely with clients, coordinating requests and paperwork.  She later seized an opportunity to join RBC Dain Rauscher (now RBC Wealth Management) in Washington State as a Client Service Assistant.  There she played a leadership role supporting several Financial Advisors, assisting with account services and serving clients on a broader scale.  She later returned to Michigan and rejoined UBS/PaineWebber.  Back home at UBS, Renee was offered a unique position playing a back-office administrational role in addition to servicing clients at our Birmingham branch.  This portfolio of experience has provided Renee with valuable insight on how to effectively navigate systems and efficiently support the needs of our clients.

Commitment to community:

Renee loves animals, routinely watching and fostering dogs that need a temporary home.  She is also a frequent blood plasma donor and supports related initiatives for the critically sick.

Renee has two children, Damien and Dylan.  Damien lives in San Diego and Dylan is finishing his senior year of high school.  Outside the office, she enjoys traveling, snow skiing, cooking, gardening and exercising.

Lisa previously worked in the education sector, serving 25 years as an Administrative Assistant at Academy of the Sacred Heart. Lisa strives to deliver a client experience that consistently exceeds expectations. Her warm personality and excellent organization skills enhance her ability to quickly and efficiently respond to our client's needs and requests.

Lisa is married and has three children. Outside of the office she enjoys traveling, running, swimming and horseback riding.