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 and business partner, 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 Kristen.

• 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, 2024The 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, 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.

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

• Wealth Advisor

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Darin is a UBS Senior Vice President Wealth Management, joining the firm in 2006. He holds additional designations as a Senior Portfolio Manager and Chartered Retirement Planning Counselor℠ (CRPC^®) and specializes in asset allocation and discretionary portfolio management. 

His focus on Wealth and Retirement Planning combined with his diverse investment knowledge allows him the expertise to work with an array of clients, including high net worth individuals, businesses, foundations, endowments, and retirement plans.

Darin speaks regularly to business and non-profit organizations throughout the state providing education on investment management, strategic planning, asset allocation and multi-generational wealth management.

Darin holds an MS in Finance from the University of Wisconsin and a BS in Engineering from Michigan State University.  Prior to joining UBS, Darin was a Senior Portfolio Manager with Munder Capital Management and Comerica Bank. During his tenure at Munder, his team received a 5 Star rating from Morningstar for the Munder 500 Index Fund.  He also served as a Portfolio Research Analyst with Flexible Plan Investments LTD and as an Engineer with Rockwell International.

Darin lives in Birmingham and has three grown children.  During the summer, his free time is spent golfing, fishing, and hiking. He keeps in shape during the winter working out and riding his Peloton.

As an avid volunteer, Darin gives time to many non-profits in SE Michigan, including his church.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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.

• 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, 2024The 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, 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.

• 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 Financial Advisor 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.

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.

In his personal life, Grant and his wife, Dana, live in Bloomfield Hills where he stays active with soccer, 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, and the Parade Company.

• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024The 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 holds the designation of Financial Advisor with UBS. She joined the firm on a full-time basis in 2014 after interning with UBS during her college years. 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.  

Outside of work Dana and her husband, Grant, live in Bloomfield Hills with their Labrador, Maizey. 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024The 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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Sara is a Senior Wealth Strategy Associate. She began her career in the financial services industry in  2011. Upon receiving her bachelor’s degree in finance from Michigan State University, she joined UBS on a full time basis after spending time with our firm as an Intern while still in college.  Sara holds Series 7 and 66 securities licenses and Michigan Accident and Health, Life and Variable Annuity license.

Sara is responsible for managing the daily financial needs of our clients.  She assists clients with financial planning, cash management and investment implementation. Sara also assists in bringing client education, training, and pro-active communication to all our relationships.   

Outside of the office, Sara enjoys trying new restaurants, practicing Pilates, and spending time with family.

• Michigan State University, Bachelor's Degree in Finance

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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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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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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.