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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• Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025, 2026The 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, 2025, 2026The 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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Michael “Mike” Oleszkowicz is a Senior Vice President – Wealth Management with over 25 years of industry experience, most of which has been spent at UBS. As a seasoned Financial Advisor, Mike brings deep expertise in retirement, longevity, and estate planning. He is also a recognized speaker, educator, and author on these topics, helping clients and audiences navigate complex financial decisions with confidence.

Mike believes that successful client relationships begin with a comprehensive financial plan. His process starts with an in-depth discussion to understand each client’s unique needs, goals, and constraints—forming the foundation for long-term, customized strategies. He plays an integral role in developing, reviewing, and refining his team’s investment approach, with a particular focus on cash flow strategies, retirement income, and longevity planning.

He holds a Master of Business Administration and a Bachelor’s degree in Aviation. Mike is a Certified Financial Planner™ (CFP®), Certified Private Wealth Advisor® (CPWA®), and Chartered Retirement Planning Counselor™ (CRPC®). In addition, he has earned the UBS Wealth Advisor designation, which reflects a rigorous, systematic approach to advising high-net-worth individuals and their families.

Outside the office, Mike enjoys spending time with his wife, Heather, their four grown children, and four grandchildren. A passionate music enthusiast, he maintains connections within the music industry, including co-hosting a music based podcast and is actively involved in philanthropic efforts that support emerging artists.

CA Insurance License Number: 0M23624

• Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The 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.
• UBS Wealth Management Director’s Council, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Wealth Advisor

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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

• Institutional Consultant, UBS Institutional Consulting Program

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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, 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.
• 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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Will is a Financial Advisor with UBS, joining the firm and financial services industry in October of 2023 as a financial advisor with the UBS Wealth Advice Center before transitioning to his current role in October of 2025. Prior to joining the firm full time, Will interned with UBS during his undergraduate studies.

Will earned his Bachelor’s Degree in Finance from Michigan State University. He holds Series 7 and Series 66 securities licenses and supports clients through comprehensive financial planning, investment implementation, and ongoing client service. In his role, he works closely with the broader wealth management team to help deliver thoughtful, customized solutions aligned with each client’s long-term goals.

Will resides in Royal Oak, Michigan. Outside of work, he enjoys staying active through fitness and golf, traveling, and spending time outdoors hunting and fishing.

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Carley's  journey in the financial services industry began at Merrill Lynch in 1987 and continued with UBS in 1993. Most recently, Carley joined the Paramount Wealth Management Partners team in December 2020, bringing a wealth of knowledge and experience from her long-term tenure. She is Series 7 and 63 licensed.

Carley is known for delivering excellent client service, expertly managing the team’s administrative needs, and supporting day-to-day client activity. She plays a key role in opening new accounts and offering compassionate guidance to clients dealing with the passing of a loved one, ensuring assets transition smoothly to beneficiaries.

Outside the office, Carley enjoys an active lifestyle with her three daughters—Lauren, Emily, and Brooke—and their Bernedoodle, Willow. When she is not busy with family, Carley likes to practice pilates and spend time up north.

If you’d like to learn more or connect, Carley is always happy to help.

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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 back in 2013 and became a valued member of the Paramount team in 2018. With an impressive 25 years of customer service experience under her belt, Kim brings a wealth of knowledge and a can-do attitude to every client interaction.

Kim is Series 7 and 66 licensed, ensuring she’s well-equipped to assist clients with their daily financial needs, handle scheduling, and follow up efficiently. Her fun-loving disposition and great attitude are assets that helps create lasting relationships with clients. In addition to these responsibilities, Kim plays a crucial role in preparing for many of our client meetings, ensuring that everything runs smoothly.

Outside of work, Kim is an avid Detroit Tigers fan and a proud parent to three children and grandmother to nine grandchildren—with another grandchild on the way! She enjoys traveling, cooking, listening to music, and making the most of time spent with family and friends.

If you haven’t had a chance to connect with Kim yet, I encourage you to reach out—she’s always happy to help!

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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.

Amina joined the firm in 2026 after gaining more than a year of experience with Jackson National Life Insurance. She holds a Bachelor’s degree in Marketing from Michigan State University and is currently pursuing her Series 7 and Series 66 certifications as she continues to build her expertise in the financial services industry.

As a Client Service Associate, Amina supports clients by assisting with daily service requests, helping maintain clear and responsive communication, and contributing to the team’s administrative and operational efficiency.

Outside of the office, Amina enjoys expressing her creativity through coloring, staying active with pickleball and tennis, and occasionally baking.