Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Upon graduating from the University of Michigan, John spent over 10 years with several Fortune 500 Corporate Consulting Firms. It was there John developed his receiving client designate Consultant of Choice, a building block that would ultimately form the foundation of Tortuga Financial Group. After working as a consultant, John began working at Merrill Lynch, where he achieved the title of Certified Financial Manager. He came to UBS in 2008 where he is currently Vice President of Wealth Management. For over 25 years, John has diligently assisted families develop and implement their tailored financial plans. John and his wife of over 30 years, Claudia, share a passion for travel, scuba diving, and spending time near the water.
Education
Senior Wealth Strategy Associate
Upon graduating from the University of Michigan, John spent over 10 years with several Fortune 500 Corporate Consulting Firms. It was there John developed his receiving client designate Consultant of Choice, a building block that would ultimately form the foundation of Tortuga Financial Group. After working as a consultant, John began working at Merrill Lynch, where he achieved the title of Certified Financial Manager. He came to UBS in 2008 where he is currently Vice President of Wealth Management. For over 25 years, John has diligently assisted families develop and implement their tailored financial plans. John and his wife of over 30 years, Claudia, share a passion for travel, scuba diving, and spending time near the water.
Education
Client Associate
Joann Shmyr is a dedicated Client Service Associate who brings passion, precision, and a client-first mindset to every interaction. With a solid foundation from Michigan State University’s Broad College of Business, Joann combines academic excellence with practical experience to deliver exceptional service.
Her expertise includes client relations, account management, and problem-solving, and her commitment to personalized, responsive service ensures that each client feels valued and supported.
Joann’s passion for her work is evident in her dedication, and she believes that trust and attention to detail are the keys to lasting client relationships.
Outside of work, Joann is a wife, sister, twin and aunt. She is an invaluable member of our team, ready to support clients on their financial journey.
Client Associate
Joann Shmyr is a dedicated Client Service Associate who brings passion, precision, and a client-first mindset to every interaction. With a solid foundation from Michigan State University’s Broad College of Business, Joann combines academic excellence with practical experience to deliver exceptional service.
Her expertise includes client relations, account management, and problem-solving, and her commitment to personalized, responsive service ensures that each client feels valued and supported.
Joann’s passion for her work is evident in her dedication, and she believes that trust and attention to detail are the keys to lasting client relationships.
Outside of work, Joann is a wife, sister, twin and aunt. She is an invaluable member of our team, ready to support clients on their financial journey.
Client Associate
Matthew graduated Eastern Michigan University back in 2012. Upon graduation, he spent time as a substitute teacher until he began working as an Account Manager for an industrial parts supplier. In 2017, Matthew joined the UBS family where he currently works as a Client Services Associate. Family has always been the key to happiness for Matt and now enjoys working alongside his father Ron, his uncle John; and his brother-in-law Joshua. Matthew lives in Livonia with his wife, Sarah, and their son Oliver. Spending time outdoors, performing and listening to music, and travel are just a few of his favorite pastimes.
Education
Client Associate
Matthew graduated Eastern Michigan University back in 2012. Upon graduation, he spent time as a substitute teacher until he began working as an Account Manager for an industrial parts supplier. In 2017, Matthew joined the UBS family where he currently works as a Client Services Associate. Family has always been the key to happiness for Matt and now enjoys working alongside his father Ron, his uncle John; and his brother-in-law Joshua. Matthew lives in Livonia with his wife, Sarah, and their son Oliver. Spending time outdoors, performing and listening to music, and travel are just a few of his favorite pastimes.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
