The right path toward retirement

Norris Wealth Management Group

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Couple at the shore

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Marja Norris Profile Photo

    Marja Norris

    Senior Vice President–Wealth Management

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    Rank
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • MA
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA
    • WA
    • WI
    • WY

    Marja's personal philosophy stresses integrity as the cornerstone of her 40 years of service. Marja provides a comprehensive approach to managing clients' wealth and, in doing so, often uncovers opportunities that many investment advisors overlook. She believes in educating the investor and involving the client in each step of the financial process, including partnering with the client's CPA and attorney to assure all financial matters are covered.

    Marja holds the Certified Investment Management Analyst® designation – the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity and investment consulting knowledge. In addition she has earned the Certified Financial Planner™ (CFP®) designation to assist with the needs of higher net worth individuals.

    She has been a Financial Advisor since 1981, through virtually every investment environment, and has provided clients with stability and longevity, being a 31 year veteran at UBS.

     Marja attained the UBS Wealth Advisor certification, an extensive process at UBS to help guide high net worth individuals and their families. She also has been recognized by the following:

    Barron's Top 100 Women Financial Advisors for 2006, 2007 and 2008 and nominated frequently.

     Top Twenty Financial Advisers from Crane's Detroit Business in 2008

    America's Top Financial Planners from the Consumers Research Council of America 2009

     Best of Detroit Hour Magazine, Top Scoring Wealth Managers in the Detroit Area, 2010

     UBS Women's Leadership Award, 2011

     She is an advocate and an alumni board member for The HAVEN, a non-profit organization to help victims of domestic violence and sexual abuse. Marja and her husband and business partner, Jerry, live in Birmingham with their dog, Bella. She has two adult children, Larry and Kristen. She enjoys off time with exercise, yoga and meditation as well as visiting Larry in Berkeley and Kristen in Boston.

        • Retirement Plan Consultant
        • Wealth Advisor
        • Certified Investment Management Analyst®
        • CERTIFIED FINANCIAL PLANNER™
        325 N. Old Woodward Ave
        Suite 200
        Birmingham, MI 48009
      • Gerald Norris Profile Photo

        Gerald Norris, CFP, CIMA, CRPC

        Managing Director–Wealth Management

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        Rank
        • AZ
        • CA
        • CO
        • FL
        • GA
        • IA
        • IL
        • IN
        • KY
        • MA
        • MI
        • MO
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI

        Jerry has managed clients' portfolios through seven market cycles since 1981 and continues his financial planning focused investment advising as the Senior Portfolio Manager. Prior to 2006, he served 16 years as a Director, educating hundreds of advisors in the Great Lakes division as a speaker in the area of estate and retirement planning. With this experience and knowledge, he helps create personalized strategies and investment solutions for clients in the pursuit of their financial goals. Jerry works with each client to ensure that every aspect of their financial life – investments, insurance, legacy plans – is focused on their current needs and goals. Jerry gives the clients an excellent sense of structure as a 29 year veteran of UBS. He has also has been listed as a Top Scoring Wealth Manager, 2010, from Hour Magazine.

        Jerry graduated from Ferris State University with a bachelor's degree in pharmacy and an associate's degree in business. He has deepened his knowledge by earning the Certified Financial Planner™ (CFP®) designation, the Chartered Retirement Planning Counselor™ (CRPC®) designation and the Certified Investment Management Analyst™ (CIMA®) certification, the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity and investment consulting knowledge.

        Jerry lives in Bloomfield Hills with his wife and business partner, Marja, and their dog, Bella. Jerry enjoys boating, fixing just about anything, watching the History Channel and barbecuing year round. Jerry and Marja have two grown children, Larry and Kristen.

          • Ferris State University, Bachelor's Degree in Pharmacy and an Associate's degree in Business
          • Retirement Plan Consultant
          • Senior Portfolio Manager
          325 N. Old Woodward Ave
          Suite 200
          Birmingham, MI 48009
        • Michael Oleszkowicz Profile Photo

          Michael Oleszkowicz, CFP, CPWA, CRPC

          Vice President–Wealth Management

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          Rank
          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • IA
          • IL
          • IN
          • KY
          • MA
          • MD
          • MI
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TX
          • VA
          • WA
          • WI

          Mike has been with UBS for 16 years and has over 19 years of industry experience.  He is one of the 4 partners on the Norris Wealth Management Group in Birmingham, MI. In addition to being a Financial Advisor, he has served as a Wealth Management Retirement Consultant helping UBS Financial Advisors and clients across the country build retirement income and longevity plans and has been an industry speaker and author on various retirement planning topics. Mike believes that the most effective client relationships start with a comprehensive financial plan rather than a product, and that only through detailed discussions with each client about their individual needs, goals and constraints can a Financial Advisor provide appropriate solutions.

          As a member of the Norris Wealth Management Group, he specializes in cash flow, retirement income and longevity planning.  Mike works closely with the team to build income and estate planning strategies to meet our clients’ goals, incorporating measures to ensure these goals are protected from unplanned events.

          Mike holds a Master's in Business Administration and a bachelor's degree in Aviation. Heis a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). He has also attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals and their families.

          Mike is married to Heather and they have four grown children. 

              • Wealth Advisor
              325 N. Old Woodward Ave
              Suite 200
              Birmingham, MI 48009
            • Jason Braun Profile Photo

              Jason Braun, CPWA, CRPC

              Vice President–Wealth Management

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              Rank
              • AZ
              • CA
              • CO
              • DC
              • FL
              • GA
              • IA
              • IL
              • IN
              • KY
              • MA
              • MI
              • NC
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • SC
              • TX
              • VA
              • WA
              • WI
              • WY

              Jason has 15 years of experience in the financial services industry, joining UBS in 2006. He is one of 4 partners on the Norris Wealth Management Group in Birmingham, MI.

              Jason holds a bachelor's degree in economics from Michigan State University.  He is a Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC®)  and a qualified Portfolio Manager. He has also attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals and their families.

              As an advisor on the team, Jason is dedicated to connecting with investors on a personal level  and works closely with each client to ensure that all of their financial needs – retirement planning, insurance, wealth transfer, and lending, in addition to portfolio management – are being met. He is proactive in reaching out to clients to help them achieve their financial goals, including partnering with their CPA and attorney to better address each situation.

              Jason, his wife Jennifer, their daughter Joslyn, son Jacob and beagle, Snoopy reside in Birmingham. Outside the office, he enjoys golfing, skiing, and participating in his children's many activities. He is also a frequent presenter for The Michigan Association of CPA's providing continuing education.

                • Michigan State University, Bachelor's degree in Economics
                • Wealth Advisor
                325 N. Old Woodward Ave
                Suite 200
                Birmingham, MI 48009
              • Sara Bresnahan Profile Photo

                Sara Bresnahan

                Senior Wealth Strategy Associate

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                • CA
                • FL
                • IL
                • MI
                • NC
                • NV
                • OH
                • TX

                Sara has been in the financial services industry since graduating college in 2011. She began her career as an intern with the Norris Wealth Management Group and joined the team officially in May of 2014. Sara has a bachelor's degree in finance from Michigan State University and currently is Series 7, 66 and insurance licensed.   

                As a member of the Norris Wealth Management Group, she is responsible for helping directly with the daily financial needs of the clients. She works with the financial advisors to prepare for client review meetings, including updating of the personalized financial plans and the client's retirement blueprint. She also assists in bringing education, training, and proactive communications to all our relationships.

                Sara and her husband Nick currently reside in Beverly Hills. Outside the office, she enjoys trying new restaurants, going on walks and practicing Pilates.

                  • Michigan State University, Bachelor's Degree in Finance
                    325 N. Old Woodward Ave
                    Suite 200
                    Birmingham, MI 48009
                  • Kimberly Gillen Profile Photo

                    Kimberly Gillen

                    Client Associate

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                    • CA
                    • FL
                    • MI
                    • NC
                    • NV

                    Kim joined the Norris Wealth Management Group in January of 2018. She has 25 years of customer service experience and is Series 7 and 66 licensed.

                    As a member of the Norris Wealth Management Group, Kim assists in helping clients with their daily financial needs as well as in meeting preparation and follow up.

                    Kim is an avid Detroit Tigers fan and a proud grandmother to Anthony & Audriana. Outside the office Kim enjoys traveling, cooking, and spending time with family and friends.

                          325 N. Old Woodward Ave
                          Suite 200
                          Birmingham, MI 48009
                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        A team approach

                        A team approach

                        Are you ready for anything?

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                        In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

                        Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

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