Let's move forward. Together.

Phil joined PaineWebber, which later became UBS Financial Services, as an intern in 1990 after attending Eastern Michigan University.  With over 30 years’ experience, Phil and his team are committed to simplifying the lives of an exclusive group of families by identifying and meeting the unique needs of multigenerational families, founders, entrepreneurs, and corporate executives. Phil seeks solutions tailored to your unique circumstances through listening, understanding, and guiding thoughtfully with intention.

Phil has attained several prestigious designations, among them are Private Wealth Advisor and Senior Portfolio Manager. He obtained the designation of Certified Investment Management Analyst (CIMA®), through IMCA and the Wharton School of Business. To assist families and nonprofits in Philanthropy he has been designated as an Endowment & Foundation Consultant (EFC) as well as a Chartered Advisor in Philanthropy (CAP®).

Phil and his wife, Sara, live in Northville, Michigan and have three children. They enjoy family adventures, traveling, kayaking, and hiking. Phil is active as both a volunteer and a member of the Board of Directors for Make-a-Wish Michigan, providing hope to critically ill children. He also serves as a mentor with American Corporate Partners (ACP), a national organization focused on helping returning veterans and active duty spouses find their future careers.

Tim entered the financial services industry in 2001 and joined UBS in 2008. He currently holds the title of Senior Vice President – Wealth Management and is one of five partners on the Penniman Wealth Management team in Plymouth, Michigan.

Tim holds a B.A. in Finance from Eastern Michigan University. He is a Certified Financial Planner™, (CFP^®), Certified Private Wealth Advisor (CPWA^®) and is a Senior Portfolio Manager.

Tim resides in Northville, Michigan with his wife Kelli, daughters Reid and Harper and their golden doodle, Lucy. Outside of the office, Tim is passionate about making a difference in the lives of others and spends time volunteering with the Make-a-Wish Foundation and Seek Well.

Kevin joined UBS Financial Services, Inc in 1987 through its predecessor companies, Kidder Peabody and PaineWebber. A graduate of Butler University with a degree in mathematics, Kevin also holds an M.B.A. in finance from the University of Detroit. He is a Certified Financial Planner^TM (CFP^®), a Certified Private Wealth Advisor (CPWA^®), a Certified Exit Planning Advisor (CEPA), and is a member of the Investment & Wealth Institute, formally IMCA.

With over 30 years of experience working with affluent families, business owners, and corporate executives, Kevin is committed to establishing long-term multigenerational relationships with clients, understanding what's important to them, aligning their values, dreams, and goals; and delivering the professional expertise of our team backed by the global resources of UBS.

Kevin enjoys biking and skiing but considers the time he spends with his children and grandchildren as the most important part of his life.

Louise is a Senior Vice President Financial Advisor and a Senior Institutional Consultant. She has been in the investment industry for over 25 years and has attained the exclusive Senior Institutional Consultant title due to her extensive experience in the Defined Contribution area of Retirement Plan Consulting. In addition, she serves as lead advisor to private wealth clients - developing individual investment solutions to help clients meet their wealth planning goals. Armed with years of experience in Fiduciary Oversight, Louise is adept at performing all aspects of planning, investment analysis, oversight and proper due diligence.

Louise is a graduate of Oakland University with a Bachelor of Science and completed her CIMA^® Certification (Certified Investment Management Analyst) from the Wharton School of Business. In addition, Louise holds the Series 7, 63, 65, 31 and insurance licenses.

Louise and her husband live in Birmingham, Michigan and they are the proud parents of two young adults. In her spare time, she is an avid golfer, runner, yogi and is studying to become a pianist. In addition to other charities, she is an advocate for the Children's Leukemia Foundation of Michigan and the Ted Lindsay Foundation for Autism.

Craig is a Senior Vice President Financial Advisor and a Senior Institutional Consultant. Craig has been in the field of financial services for more than 30 years, the past 15 being at UBS, where he serves both institutional and private investors with equal passion. He recently sat as a member of the UBS Institutional Consulting Advisory Group. During his career he has focused on all aspects of institutional and personal investment management, including planning, asset allocation, investment research, and fiduciary oversight. Craig has adopted disciplines derived from institutional consulting to the team's goal-driven private wealth investment practice, creating a unique approach to private wealth investing.

Craig holds a Bachelor’s degree from Bowling Green State University, a Master’s degree from Michigan State University. He completed his CIMA ® Certification (Certified Investment Management Analyst) from the Wharton School of Business. In addition, Craig holds the Series 3, 7, 63, 65 and insurance licenses.

Craig and his wife live in Canton, Michigan and are parents of an adult daughter. In his spare time, he is an avid golfer, an award-winning writer, and the author of the book, How to Quit Golf: A 12-Step Program.

Joe is a Financial Advisor and Wealth Advisor with over 10 years of experience in the financial services industry. Since joining UBS in 2010, Joe has served private clients and institutions to help provide comprehensive solutions. Joe strongly believes that helping clients work through financial decisions can change lives. He aids clients in tailoring solutions based on the needs of the client and their family; servicing them through every stage of life.

Joe graduated from Wayne State University with a Bachelor of Science. He is a Certified Financial Planner™ professional and has achieved the designations of Chartered Retirement Plans Specialist (CRPS®), Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®) and Certified Exit Planning Advisor (CEPA). Joe holds his Series 7, 66, and insurance licenses.

Joe and his wife Amy live in Plymouth, Michigan. In their free time, they are avid road racers and practicing yogis. Joe gives back to the community he loves through supporting Food Gatherers of Ann Arbor, Michigan Women Forward (previously Michigan Women's Foundation), and Team Red White & Blue – Ann Arbor. Joe and his four-legged best friend, Marvin, volunteer at local schools and hospitals to provide therapy dog services in association with the Alliance of Therapy Dogs (ATD).

Megan joined UBS in 2015. In her role as a Financial Advisor, she focuses on building meaningful relationships with clients and guiding them through every season of life. Whether it be preparing for retirement or navigating a divorce, Megan is a trusted and thoughtful mentor. As a partner on the Penniman Wealth Management team, she takes immense pride in the shared mission of providing Simple, Personal, and Complete advice.

Megan holds a Bachelor’s in Business Administration with an emphasis in Finance from the University of Michigan's Ross School of Business. She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst™ (CDFA®) professional and Certified Private Wealth Advisor (CPWA®).

Megan is an active member of divorce-specific organizations including the Collaborative Practice Institute of Michigan, International Academy of Collaborative Professionals, and Association of Divorce Financial Planners. She also has an interest in sustainable investing.

Meg and her husband, Zach, live in Ann Arbor with their sons, Miles and Anthony. They are avid runners and enjoy traveling and hiking in their spare time. Megan is a volunteer at the Michigan Humane Society.

Brad joined UBS in 2017 after graduating from the Andre B. Lacy School of Business at Butler University with a double major in finance and economics. Prior to joining UBS, Brad worked both as a Research and Development Analyst with Eli Lilly in their Elanco division and as a financial analyst with an Indianapolis-based consulting firm.

Throughout his career, Brad has demonstrated a commitment to continuous improvement. Brad has accomplished the rare feat of completing all three levels of the Chartered Financial Analyst (CFA®) program on his first attempt. Brad has also earned the prestigious Certified Exit Planning Advisor Designation (CEPA). Recipients of this designation receive specialized training to align all business, personal, and financial aspects of a business owner's life into a succinct plan. Most recently, Brad obtained the Certified Private Wealth Advisor (CPWA®) designation after completing a rigorous curriculum curated by the Investments & Wealth Institute and The University of Chicago, Booth. The CPWA title is an advanced designation which notates advisors who are uniquely prepared to serve the sophisticated needs of high-net-worth clients.

Brad stays active in the community by volunteering as a Make-a-Wish "wish grantor" and by volunteering in numerous roles at Butler University. Notably, he is one of several key Butler alumni that created an annual trip for undergraduate students from across the country to visit Detroit and learn about career opportunities within the city. In his downtime, Brad enjoys reading and spending time with his wife, Mariah and their son Hudson.

Matt joined UBS in 2019 after graduating from the Boler College of Business at John Carroll University with a major in finance and minor in economics. During his time in college, Matt held several leadership roles on campus and was a member of the John Carroll Leadership Scholars Program. He served as president and financial chairman of his fraternity as well as financial chairman of his volleyball team. Prior to joining UBS, Matt worked on the treasury liquidity management team at Quicken Loans in Detroit, MI during 2018.

In addition to SIE, Series 7, and Series 66 licenses, he has achieved the designation of Certified Financial Planner™ (CFP®). Matt works closely with clients to understand their personal goals and financial needs, resulting in highly personalized financial plans.

Matt resides in Northville, Michigan and enjoys maintaining an active lifestyle through sports.

Jennifer joined UBS in 2009 and has over 20 years of experience in the financial services industry. She enjoys working with our Institutional Consulting relationships and oversees client reporting, quarterly performance monitoring, plan fee benchmarking, development of investment policy statements and bringing education, training, and proactive communication to our clients and their employees.

Jennifer is a graduate of Central Michigan University with a Bachelor of Science in Public Administration. She also holds Series 7 and 66 licenses.

She is the proud parent of two daughters. In her spare time, she enjoys practicing yoga, hiking and photography.

Michele joined UBS in 2006 and has been with the team for more than ten years. She attended Grand Valley State University in Allendale, Michigan where she majored in finance and accounting. Michele holds Series 7 and 66 securities licenses. Michele and her husband, Anton, have one son. In her spare time, she enjoys spending time with family and being a baseball mom. 

Lynn has more than 35 years of experience in the financial services industry. She joined UBS Financial Services in 1989 through its predecessor company, PaineWebber, as a Client Service Associate. Lynn holds Series 7 and 63 securities licenses. She has an Associates degree in general studies.

Lynn volunteers with the Paralyzed Veterans Racing Team as Race and Athlete Support during training and cycling events. Along with her husband, she enjoys cycling and spending time with their adult daughter and large extended family.

Anthony came to the Plymouth UBS office as an intern in 2017 while finishing his undergraduate degree at Eastern Michigan University. Upon graduating with a Bachelor's degree in Finance, he went on to work for PNC Bank as a Sales & Service Representative. In 2019, Anthony returned to UBS to join our team as a Client Service Associate. Anthony continues to be involved with his community by volunteering for the Juvenile Diabetes Research Foundation's walks and educational programs.

In his leisure time, he enjoys being outdoors, particularly on the water. You can find Anthony, his wife Morgan and daughter Hazel out on the boat most summer weekends. Aside from outdoor activities, Anthony is very proud to cheer on his EMU Eagles and local Detroit sports teams.

Thatcher joined UBS in 2022 as a Client Associate and is currently studying for his securities license. Although he previously worked in a variety of industries - including sales, music, and team management - people have always been at the heart of his work.

Thatcher is originally from Cape Cod, Massachusetts, received his bachelor’s degree from the Berklee College of Music in 2020, and was recently married in Sorrento, Italy. He enjoys spending his spare time cooking with his wife Alexandra, performing in various local musical ensembles, and taking his skittish (but loving) moyen poodle Leo on long walks. Thatcher is an Eagle Scout and a Youth Mentor with the Detroit Metropolitan Youth Symphony.

Ellie joined our team in 2023 as a Registered Client Associate. She is a graduate of University of Sunderland in London, UK with a Bachelor of Arts in Business Management. She started her journey in the financial services industry in 2012, with a focus on servicing wealth management clients and looking after their financial wellbeing. She has since held positions at financial institutions in New York, Chicago, and Dallas.

Ellie and her husband, Joe live in Grosse Pointe with their three children: twin boys and a daughter. As a family they enjoy biking, playing tennis, martial arts, and skiing. Ellie volunteers as a Mombassador for DetroitMom.com and manages the Detroit Mom Community Network.