A plan for today, tomorrow and generations to come

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As a Managing Director - Wealth Management, Jerry’s financial planning approach to investment management has served his clients well through seven market cycles.  In his role as a Director, Jerry has educated both clients and financial advisors in estate and retirement planning. This knowledge allows him to create personalized strategies and investment solutions for clients as they pursue their financial goals. He can assist in most every aspect of our clients’ financial needs, including Investment, insurance, and legacy planning.

Jerry is a graduate of Ferris State University with a Bachelor’s degree in Pharmacy and an Associate’s Degree is business. He has deepened his knowledge by earning the Certified Financial Planner™ (CFP^®) 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.  Hour Magazine honored Jerry as a Top Scoring Wealth Advisor in 2010.

Jerry lives in Fort Myers, Florida with his wife Marja, and their dog Sophia. Jerry enjoys boating, fixing just about anything, watching the History Channel, and barbecuing year-round. Jerry and Marja have two grown children, Larry and Kole.

• Ferris State University , Bachelor's degree in Pharmacy and an Associate's degree in Business

• Senior Portfolio Manager
• Retirement Plan Consultant

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As a Senior Vice President – Wealth Management, Jason is dedicated to connecting with investors on a personal level.  He works closely with each client to ensure that all their financial needs – investment management, retirement planning, insurance, wealth transfer, and lending – are met. He pro-actively meets with clients and partners with their legal and tax advisors to fully oversee their wealth planning needs.

Jason joined UBS in 2006.  He holds a Bachelor’s Degree in Economics from Michigan State University. He is a Certified Private Wealth Advisor^® (CPWA^®) and Chartered Retirement Planning Counselor℠ (CRPC®). He has also earned the UBS Wealth Advisor Certification, a designation focused on UBS’ comprehensive planning process for high net worth individuals and their families.

Jason is a frequent speaker for the Michigan Association of CPA’s providing continuing education.

Jason and his wife Jennifer, their children Joslyn and Jacob, and beagle, Snoopy, reside in Birmingham.  Jason enjoys golfing, skiing, and participating in his children’s many activities.

CA Insurance License Number:  0M23804

• Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Michigan State University, B.B.A. with a concentration in Economics

• Wealth Advisor

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Darin McBride joined UBS in 2006 and brings more than 29 years of investment industry experience. He serves as a Senior Vice President and Senior Portfolio Manager and holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation.

Darin earned a B.S. in Engineering from Michigan State University and an M.S. in Finance from the University of Wisconsin–Madison. Before joining UBS, he held senior portfolio management roles at Munder Capital Management and Comerica Bank. During his tenure at Munder Capital, his team earned a 5 star Morningstar rating for the Munder 500 Index Fund. Earlier in his career, he worked as a Portfolio Research Analyst at Flexible Plan Investments and as an engineer with Rockwell International.

Darin has been recognized by Forbes and SHOOK Research as a Best In State Wealth Advisor (Michigan 2021, 2022, 2023, 2024 and 2025) and as part of the Paramount Wealth Management Team’s Best In State Wealth Management Teams (Michigan 2024–2026).

Focused on portfolio construction and retirement planning, Darin advises clients on asset allocation, retirement strategies, and multi generational wealth management. He also speaks regularly to business and nonprofit groups across Michigan on financial planning topics.

He has served on several local investment committees and is actively involved with charitable organizations including Lighthouse of Oakland County, Forgotten Harvest, and Humble Design. In his spare time, he enjoys hiking, golfing, fishing, and spending time with his family and new grandchild.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Michigan State University, Bachelor's Degree in Engineering
• University of Wisconsin, Master's Degree in Finance

• Chartered Retirement Planning Counselor
• Senior Portfolio Manager

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Mike is a Senior Vice President – Wealth Management, with almost 25 years industry experience – spending most of his career at UBS. As an experienced Financial Advisor, Mike has additional expertise as a Wealth Management Retirement Consultant. He has spent much of his career not only educating clients on retirement, longevity, and estate planning, but he is also a speaker, educator, and author on these subjects.

Mike puts planning first and believes that the most effective client relationships must start with a comprehensive financial plan.  Each plan begins with a detailed discussion focusing on client needs, goals, and constraints as the basis for long term solutions. Mike is integral to building, reviewing and revising our team’s long-term investment strategies – with an emphasis on cash flow solutions, retirement income, and longevity planning.

Mike holds a Master’s in Business Administration and a Bachelor’s Degree in Aviation. He is a Certified Financial Planner™ (CFP^®), Certified Private Wealth Advisor^® (CPWA^®), Chartered Retirement Planning Counselor℠ (CRPC^®).  He has also attained certification as a UBS Wealth Advisor, a comprehensive UBS program providing a systematic process for advising high net worth individuals and their families.  

Mike and his wife Heather have four grown children and two grandchildren. Mike is a huge music fan with some clients in the music industry. He is actively involved in supporting newer artists through his philanthropic activities.

CA Insurance License Number: 0M23624

• Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Wealth Advisor

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Rebecca is a Senior Vice President Wealth Management and Institutional Consultant. She has more than 35 years investment experience and has spent most of her career at UBS.  A specialist in financial, retirement, and wealth management planning, her clients include high net-worth individuals, foundations, endowments, and municipal and corporate retirement plans.

Rebecca is a Certified Financial Planner™ (CFP^®), Certified Investment Management Analyst^® (CIMA^®), Wealth Advisor, and previously worked as a CPA. She is a member of UBS’ Retirement Plan Consulting Services.  She completed Wharton School's IMCA programs on Alternative Investments and Behavioral Finance. Rebecca holds a Bachelor’s Degree in Accountancy from Walsh College.

She is past chair and current board member of the Oakland County EDC. In 2014 she was appointed by then Governor Snyder to the Detroit Police and Fire Pension Investment Committee, serving four years.

For the past three years Rebecca has been honored by Forbes-Shook as a Best in State and Top Woman Wealth Advisor. In 2020, Rebecca was included in Crains Detroit “Notable Women in Finance” roster. Rebecca was named by the Financial Times as one of the top 100 Female Financial Advisors in the US in 2014. She is a recipient of the 2003 State of Michigan Governor’s Award for Volunteerism.  In 2001, Leadership Oakland recognized Rebecca for Distinguished Leadership in the individual category.

Rebecca is a Distinguished Clown Corps member of the Parade Company and served as the Grand Jester for American’s Thanksgiving Parade in 2012. Rebecca and her husband Richard live in Bloomfield Hills.  They have two adult daughters, Claire and Dana. Rebecca enjoys cooking, reading, traveling, and hiking.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Walsh College, Bachelor’s Degree in Accountancy

• Institutional Consultant, UBS Institutional Consulting Program

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Grant is a Vice President of Wealth Management with UBS, joining the firm and the Financial Services Industry in 2019. He earned his B.A. in Communications Studies from Albion College in 2015 while playing soccer for the Britons. He then went on to earn an M.A. in Sports Management from the University of Michigan. Grant holds Series 7 and 66 securities licenses and Michigan Accident and Health, Life and Variable Annuity licenses. Additionally, Grant serves our clients as a Certified Financial Planner® and an Institutional Consultant.

In addition to working with clients on financial planning and asset allocation, Grant supports the team with performance monitoring and investment solutions research. He is an integral advocate for our “next generation” of clients.

Grant has been recognized by Forbes and SHOOK Research as a Best-In-State Next Generation Financial Advisor (Michigan 2024 & 2025) and as a member of the Paramount Wealth Management Team’s Best-In-State Wealth Management Teams recognition (Michigan 2024, 2025, & 2026).

In his personal life, Grant and his wife, Dana, and daughter live in Bloomfield Hills where he stays active with golf and running. Grant also enjoys attending or viewing sporting events as an avid Detroit and University of Michigan sports fan.
Outside of leisure activities, Grant volunteers time supporting Leader Dogs for the Blind, First Tee of Greater Detroit, the Parade Company, and Albion College as a member of the Alumni Association Board.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Albion College, B.A. in Communications Studies
• University of Michigan, M.A. in Sports Management

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Dana is a Vice President of Wealth Management with UBS. She joined the firm on a full-time basis in 2014 after interning with UBS during her college years and has spent over 12 years in the industry. Dana earned her Bachelor’s degree from Albion College with a major in Political Science and minor in Communications. Dana holds Series 7 and 66 securities licenses and Michigan Accident and Health, Life and Variable Annuities licenses.

Dana works with clients to prioritize financial and investment goals through cash flow management, financial planning, and investment management. Her planning advice and perspective allow clients to implement personal investment plans and achieve their personal and financial objectives. Dana also works to educate our “next generation” of clients on budgeting, understanding benefits, and financial planning. Dana is also responsible for oversight of our team’s institutional reporting requirements.

Dana has been recognized by Forbes and SHOOK Research as a Best-In-State Next Generation Financial Advisor (Michigan 2024 & 2025) and as a member of the Paramount Wealth Management Team’s Best-In-State Wealth Management Teams (Michigan 2024, 2025, & 2026).

Outside of work Dana and her husband, Grant, live in Bloomfield Hills with their daughter, Juliet. Dana enjoys spending time in Northern Michigan and attending concerts when not participating in community organizations. She is an active member of the Birmingham Junior League, Detroit Historical Society, Stratford Festival Michigan Members, the Parade Company’s Distinguished Clown Corps, and the Detroit Athletic Club.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Albion College, B.A. in Political Science, Minor in Communications - with Honors

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As a Senior Client Associate, Carley has built an experienced and admirable career in the financial services industry,  joining UBS is 1994. She is Series 7 and 63 licensed. Her long-term tenure brings significant knowledge to our team.  

Carley provides excellent client service while overseeing the team’s administrative needs and helping with day to day client activity.

Carley and her three daughters, Lauren, Emily, and Brooke, along with their new family member bernadoodle Willow, reside in Birmingham.

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Rachelle is a Senior Client Associate, joining UBS in 2005.  She brings over 38 years of industry experience since joining the profession with Merrill Lynch in 1985. She has worked in administration and in finance as a Retirement Plan Specialist serving the direct needs of financial advisors and their clients. Rachelle is Series 7 and 66 licensed. 

Rachelle is responsible for directing an array of day to day client needs, communication, and problem solving. Her commitment to excellent service combined with her pro-active work ethic are integral to our team’s long term success.

Initially, Rachelle’s interest and background in fine arts led her to Delta College where she studied prior to joining the financial services industry.  While there, she met and married her husband, musician Larry Nozero, and kept active in the local jazz scene.  In her free time she practices yoga and is learning to play guitar. Rachelle is a professionally trained artist and stays involved with various creative projects.  She joins friends each year as a Distinguished Clown in America’s Thanksgiving Parade.

• College of Creative Studies, Associates Degree in Liberal Arts

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Kim joined UBS in 2018 and has 25 years of customer service experience.  She is Series 7 and 63 licensed. Kim’s great attitude and fun-loving disposition are valued assets as she assists clients with daily financial needs, scheduling, and follow up. Kim is also responsible for much of our team’s client meeting preparation.

Kim is an avid Detroit Tigers’ fan and a proud grandmother to seven grandchildren. She enjoys traveling, cooking, and spending time with family and friends.

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Grace joined the firm in 2023, bringing two years of experience from a local credit union. She holds a Bachelor’s degree in Broadcast and Cinematic Arts with a minor in Multimedia Design from Central Michigan University. Grace is  Series 7 licensed and is actively pursuing her Series 66 certification.

In her role, Grace supports a wide range of day-to-day client service needs, facilitates clear and timely communication, and assists in the teams administrative needs.

Outside of work, Grace enjoys reading, traveling, exploring new coffee shops, and is currently training for a half marathon.