Experience

Mark Mueting is a Senior Vice President and Senior Portfolio Manager at UBS who leads a team of experienced advisors dedicated to delivering a highly personalized, planning-driven wealth management experience. He works closely with clients to understand their goals and craft comprehensive financial strategies that integrate investment management, retirement planning, and legacy considerations.

Mark holds the CIMA® (Certified Investment Management Analyst) and CPWA® (Certified Private Wealth Advisor) designations, reflecting his advanced training in portfolio construction and high-net-worth wealth strategies. He earned his bachelor’s degree from Central Michigan University and brings decades of industry experience, including a distinguished tenure at Merrill Lynch from July 1989 through October 2025.

At the core of Mark’s practice is a bespoke approach to asset management. Each portfolio is thoughtfully designed and actively managed to reflect the distinct needs, preferences, and risk profile of the client. Supported by his team and the global resources of UBS, Mark provides disciplined guidance and tailored solutions to help clients preserve, grow, and transfer wealth with confidence.

Financial Advisor at UBS | Delivering Sophisticated Wealth Management for Individuals, Families, and Multigenerational Legacies

Daniel Lyczak is a seasoned wealth management professional with more than two decades of experience advising affluent individuals, families, and business owners on the complexities of long-term financial stewardship. As a Financial Advisor at UBS, he is part of a distinguished team dedicated to providing a highly personalized, planning-driven approach that integrates investment strategy, retirement design, wealth preservation, and legacy planning.

Known for his disciplined guidance and client-first philosophy, Daniel specializes in crafting customized financial strategies tailored to each client’s unique goals, values, and evolving needs. His approach emphasizes thoughtful planning, prudent portfolio management, and strategic decision-making designed to help clients preserve, grow, and transfer wealth with confidence across generations.

Daniel holds the Chartered Retirement Planning Counselor™ (CRPC®) designation, reflecting his deep expertise in retirement readiness and long-term financial security. He earned his bachelor’s degree from Eastern Michigan University and built a strong foundation during a distinguished tenure at Merrill Lynch spanning more than 23 years before joining UBS in 2025.

Beyond his professional work, Daniel and his wife, Amy, reside in Novi, Michigan, where they are raising their two children. Together, they are actively involved in several community organizations, reflecting their strong commitment to service, leadership, and making a meaningful impact both professionally and personally.

By combining the strength of a global financial firm with personalized attention, Daniel delivers an elevated wealth management experience centered on trust, sophistication, and enduring client relationships.

Daniel Fisher advises high-net-worth individuals, families, and business owners on the preservation, growth, and transfer of wealth. With more than 15 years of experience in financial services, he delivers strategic, highly personalized guidance rooted in discretion, precision, and long-term perspective.

His approach is holistic and relationship-driven—integrating investment management, tax-aware strategies, retirement planning, and multigenerational wealth transfer into a cohesive plan tailored to each client’s objectives and legacy. Daniel works closely with clients to simplify complexity, align financial decisions, and create enduring structures designed to sustain wealth across generations.

Drawing on a robust platform of resources, he provides thoughtful, customized solutions to address the evolving needs that accompany significant wealth. His focus remains on delivering clarity, continuity, and confidence at every stage of the advisory relationship.

Daniel and his wife reside in Canton with their 3 children.  He enjoys distance running and is an active volunteer in community based arts organizations and youth soccer.