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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.
As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.
Senior Vice President–Wealth Management
It's the important things - our families, our values, the impact we have on others - that connects us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. "Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I'm gone?" Together, I know we can find the answers.
Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. Over the last 25 years, I have put my experience to work for each of my clients, helping them to find the best way forward to pursue the goals that truly matter.
Michael and his team help corporations, private and public retirement plans, foundations and endowments, as well as individual investors, structure and maintain investment programs on an on-going basis.
Licenses
Series 6, 7, 22, 24, 63, 65, 66
Life and Variable Annuities
Personal & Community
Volunteer at Frederick Meijer Garden
Enjoys cooking & entertaining. Hobbies include; skiing, golfing, traveling, biking, swimming, & reading.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
It's the important things - our families, our values, the impact we have on others - that connects us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. "Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I'm gone?" Together, I know we can find the answers.
Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. Over the last 25 years, I have put my experience to work for each of my clients, helping them to find the best way forward to pursue the goals that truly matter.
Michael and his team help corporations, private and public retirement plans, foundations and endowments, as well as individual investors, structure and maintain investment programs on an on-going basis.
Licenses
Series 6, 7, 22, 24, 63, 65, 66
Life and Variable Annuities
Personal & Community
Volunteer at Frederick Meijer Garden
Enjoys cooking & entertaining. Hobbies include; skiing, golfing, traveling, biking, swimming, & reading.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
