Experience

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.

Jon has been with UBS for 18 years since graduating from Western Michigan University, where he received his B.A. in Business Administration. After completing advanced studies, he received his Wealth Advisor designation. Jon enjoys water skiing and is a collector of fine wines. He and his wife, Erin, live in Orchard Lake and they have three sons.

Adam has been in the financial services industry for 13 years and joined BLS Financial Partners in 2011. He has a B.A. in Finance from Michigan State University. Adam and his wife, Cindy, have two daughters, Charlotte and Lillian. He is an avid golfer and is a member of Edgewood Country Club in Commerce.

Mark is a 22-year veteran of the financial services industry. Prior to his career in the financial services industry, Mark was a senior executive with a major Detroit–based company. After completing advanced study, he received the Certified Financial Planner™ designation.

Mark has a M.B.A. and a B.A. from Michigan State University. Active in the community, Mark serves on the boards of Huron Valley Sinai Hospital and the Lakes Area Chamber of Commerce. He is an avid boater and golfer and is a member of Edgewood Country Club in Commerce.

Mark Steinberg holds FINRA series 7, 31, 65 & 66 securities licenses and is a registered California Insurance Agent (0E61713).

Denise began her career at Merrill Lynch in 1997 after working for four years as a treasury analyst for Lear Corporation. She applies her extensive professional experience, along with her talent for analysis and research, to creating customized strategies tailored to each individual's unique set of goals and concerns. She enjoys having a significant impact on the financial lives of clients, including retirees, divorcees and widowers. In her work with corporate retirement plans, she relies on her extensive experience to uncover plan sponsors' most critical objectives and assist in creating custom plan designs so that they may enhance their companies' profitability and fulfill their fiduciary roles.

A lifelong resident of the Detroit area, Denise earned her bachelor's degree in finance from Wayne State University. She holds the Chartered Retirement Planning Counselor CRPC and Certified Divorce Financial Analyst® CDFA designations.

Denise and her husband reside in Rochester Hills with their seven children. In her free time, she enjoys skiing, running, pilates and traveling.

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.

Dan joined the BLS Financial Partners in 2018 just shortly after graduating from Ole Miss with a B.A. in both Managerial Finance and Real Estate. He is an avid golfer, snowboarder, and hopes to live long enough to one day see the Detroit Lions win a Super Bowl.

Before joining UBS, Amber was the Client Services Manager at Senior Planning Advisors, a Registered Investment Advisory Firm in Livonia. Prior to that, she oversaw all operations and investor relations for a private real estate debt fund in Birmingham, Michigan. Amber began her finance career providing comprehensive operational and sales support to a team of financial advisors at Merrill Lynch. Amber is a proud graduate of Michigan State University, where she earned her bachelor's degree in Kinesiology and Exercise Science.

Beyond her professional career, Amber enjoys her downtime on the golf course, fly fishing up north with her fiancé, and spending quality time with her friends, family, and her cat, Robert - named after the renowned Bobby Flay.

Tricia joined BLS Financial Partners in 2014 and has been in the financial services industry for 26 years. After earning her B.A. in Economics from University of Michigan, Tricia gathered significant experience in the financial services industry including being promoted to Operations Manager. Tricia is dedicated to understanding clients' needs and thrives on developing client relationships. Tricia also enjoys volunteering in the community especially with Michigan Animal Welfare Foundation and St. Patrick Church. She enjoys spending time with her husband, Tim, Up North and they have two sons. Tricia holds her Series 7, 9, 10, 63, and 66 securities licenses and is a licensed notary public. Tricia is looking forward to the rematch for Michigan to win the Paul Bunyan Trophy this year.

Kristen started working at UBS in 2008 and joined BLS Financial Partners in 2020.  Kristen is passionate about building great relationships and providing exceptional customer service.  

With over 27 years of industry experience, Kristen specializes in account administration and processing estate settlements.  Prior to joining UBS, Kristen started her financial career at EVEREN Securities in 1997 as a wire operator.  She was later promoted to client service associate and operations manager.  She holds Series 7, 8, 63, 65 and is insurance licensed.  Kristen earned her Associates degree from Macomb Community College.  

Kristen enjoys relaxing Up North with her husband and rescue dog.  She also has a son in the Air Force and two grandchildren.  Outside of the office, Kristen volunteers for Interfaith Volunteer Caregivers and searches for treasures while antiquing.

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.

Ryan is a proud graduate of the University of Michigan. He has a broad range of experience in working with many different populations in a variety of professional settings. Ryan brings an understanding of client needs and a willingness to assist in any way possible to help clients in achieving their financial goals. 

In his free time Ryan enjoys hiking, traveling, playing pickleball, and camping in Northern Michigan.