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Steven Kocher, CFP

Senior Vice President–Wealth Management

Steven joined UBS in 1987 as a Financial Advisor. He received his Bachelor's degree in Management from the United States Military Academy at West Point, NY and served as a Captain in the United States Army. He is a Certified Financial Planner and specializes in Advanced Financial Planning, derivatives, portfolio customization, and portfolio management.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IL
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Education

  • United States Military Academy at West Point, Management

Credentials

  • CERTIFIED FINANCIAL PLANNER™
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

Email Me

Kimberly Baldes

Client Associate

2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

Email Me

Curtis Kocher, CFP, CRPC

Senior Vice President–Wealth Management

Curtis joined UBS in 2017 as a Client Service Associate. He received his Bachelor's degree from The Broad College of Business at Michigan State University and since becoming a Financial Advisor, he has obtained the CFP® and CRPC® designations. Curtis specializes in derivative implementation as well as equity analysis.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IL
  • KS
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • The Broad College of Business at Michigan State University, Bachelor's Degree

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

Email Me