Experience

Jon has been with UBS for 21 years since graduating from Western Michigan University, where he received his B.A. in Business Administration. After completing advanced studies, he received his Wealth Advisor designation. Jon enjoys water skiing and is a collector of fine wines. He and his wife, Erin, live in Orchard Lake and they have three sons.

Brian built his team with the aim of providing individuals and businesses with the same high-quality wealth management he would expect to receive as a client. He believes that this commitment to excellence, together with his integrity, collaborative approach and dedicated work ethic, are among the reasons that some clients have chosen to remain with him for more than two decades and that a number of his relationships span three generations. After graduating from Wayne State University, Brian became a successful small business owner at the age of twenty. He joined Merrill Lynch in 1995 and in 2017 made the move to UBS Financial and today helps advise families as they pursue their financial goals and aspirations.

Brian is also a Portfolio Manager in the Portfolio Program who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, UBS Model Portfolios and third-party investment strategies. When servicing clients through the firms Portfolio Management Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Brian and his wife reside in Rochester Hills with their seven children. Brian enjoys golf, boating, and traveling.

Adam has been in the financial services industry for 15 years and joined BLS Financial Partners in 2011. He has a B.A. in Finance from Michigan State University. Adam and his wife, Cindy, have two daughters, Charlotte and Lillian. He is an avid golfer and is a member of Edgewood Country Club in Commerce.

Mark is a 25-year veteran of the financial services industry. Prior to his career in the financial services industry, Mark was a senior executive with a major Detroit–based company. After completing advanced study, he received the Certified Financial Planner™ designation.

Mark has a M.B.A. and a B.A. from Michigan State University. Active in the community, Mark serves on the board of Huron Valley Sinai Hospital. He is an avid boater and golfer and is a member of Edgewood Country Club in Commerce.

Mark Steinberg holds FINRA series 7, 31, 65 & 66 securities licenses and is a registered California Insurance Agent (0E61713).

Kevin Butler joined UBS Wealth Management in 2021 after spending 16 years at Merrill Lynch Wealth Management where he served as a Senior Vice President and Resident Director.  His move to UBS allows he and his team to solely focus on helping clients achieve their financial goals and provide sound advice to their families.

Kevin received his Bachelors and Masters degrees from The University of Michigan and continues his passion for education with various credentials.  Kevin is a Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Chartered Retirement Planning Counselor® and holds the primary role of serving as PMP Portfolio Manager for clients.  He is currently working on his Chartered Retirement Planning Specialist® and Certified Exit Planner® designations for continued dedication in serving clients.

Kevin grew up with a father who was a certified public accountant and mother who was a teacher that taught him the value of education, business and good work ethic.  He understands how clients think and feel about money—particularly the work it takes to accumulate, and the importance of planning and investing for retirement. His clients can count on him to be a compassionate listener skilled in balancing empathy with disciplined investment advice and counsel, all the while bringing in the full resources of UBS.

Kevin and his wife Stephanie live in Grosse Pointe and have two wonderful children, Madison and Brooks.  Kevin enjoys spending time outdoors with his family, playing golf and bowling.  He is an active member at the Detroit Athletic Club.  He and his wife are actively involved in the Grosse Pointe communities and Kevin serves as a board member for The Grosse Pointe Theatre.

California Insurance License Number 4183888

Denise began her career at Merrill Lynch in 1997 after working for four years as a treasury analyst for Lear Corporation. She applies her extensive professional experience, along with her talent for analysis and research, to creating customized strategies tailored to each individual's unique set of goals and concerns. She enjoys having a significant impact on the financial lives of clients, including retirees, divorcees and widowers. In her work with corporate retirement plans, she relies on her extensive experience to uncover plan sponsors' most critical objectives and assist in creating custom plan designs so that they may enhance their companies' profitability and fulfill their fiduciary roles.

A lifelong resident of the Detroit area, Denise earned her bachelor's degree in finance from Wayne State University. She holds the Chartered Retirement Planning Counselor™ CRPC™ and Certified Divorce Financial Analyst® CDFA® designations.

Denise and her husband reside in Rochester Hills with their seven children. In her free time, she enjoys skiing, running, pilates and traveling.

My path to financial advisory is unique in the industry. Before being called back to my hometown of Detroit, MI, I was fortunate to have had a very successful career at a storied Global Macro hedge fund on the East Coast.  During my time there, I helped navigate over $1 billion in assets through twelve market corrections and three recessions.  That experience equipped me with a distinct perspective that allows me to effectively address the issues that impact my clients. 

I relentlessly seek knowledge to stay equipped to address the issues that impact my clients. I have been distinguished with the Chartered Financial Analyst (CFA) designation which requires me to always act in a fiduciary capacity for my clients. The CFA credential is the most respected and recognized investment designation in the world. 

My practice focuses on working closely with ultra-affluent individuals and families, helping them streamline the complexities and capitalize on the opportunities of substantial wealth. I limit the size of my practice to 50 families to ensure exceptional service is delivered. You will always be connected to your money when working with me.

Whether we‘re discussing risk, performance or an investment strategy, our conversations will always be straightforward so you can clearly understand our approach and the reasoning behind our recommendations.

In addition to building deep relationships with my clients, I enjoy investing time with my wife, Jill, and our two children, Sloane and Gavin, at our home in Grosse Pointe Farms, MI. I am an active member of the Detroit Boat Club Crew, Detroit Athletic Club and CFA Society of Detroit. 

California Insurance License 4069751

Wayne joined UBS in 2018 with over 20 years of experience in the financial services industry. He has an extensive background working with high net worth families and private business owners.

Wayne holds a degree in Economics from Western Michigan University. He and his wife Diane live in Grosse Pointe Woods with their three children. When he's not in the office you can usually find Wayne coaching, watching or volunteering in youth baseball.

Dan joined the BLS Financial Partners in 2018 just shortly after graduating from Ole Miss with a B.A. in both Managerial Finance and Real Estate. He is an avid golfer, snowboarder, and hopes to live long enough to one day see the Detroit Lions win a Super Bowl.

Kristen started working at UBS in 2008 and joined BLS Financial Partners in 2020.  Kristen is passionate about building great relationships and providing exceptional customer service.  

With over 27 years of industry experience, Kristen specializes in account administration and processing estate settlements.  Prior to joining UBS, Kristen started her financial career at EVEREN Securities in 1997 as a wire operator.  She was later promoted to client service associate and operations manager.  She holds Series 7, 8, 63, 65 and is insurance licensed.  Kristen earned her Associates degree from Macomb Community College.  

Kristen enjoys relaxing Up North with her husband and rescue dog.  She also has a son in the Air Force and two grandchildren.  Outside of the office, Kristen volunteers for Interfaith Volunteer Caregivers and searches for treasures while antiquing.

Danielle joins Cornerstone Wealth Management and UBS from PNC Bank, where as a Relationship Manager she developed extensive professional experience in business operations, strategy, and executive communication. Passionate about the customer experience, she is adept in leveraging business and financial insight to drive growth and organizational success.

Danielle earned her Bachelor of Arts from Kalamazoo College, and completed her Masters of Business Administration from the Farmers School of Business at Miami University (OH). She lives in Grosse Pointe Park, and outside of work is actively involved with the Grosse Pointe Theatre. You can often catch her singing, dancing & acting in a musical production!

Tricia joined BLS Financial Partners in 2014 and has been in the financial services industry for 26 years. After earning her B.A. in Economics from University of Michigan, Tricia gathered significant experience in the financial services industry including being promoted to Operations Manager. Tricia is dedicated to understanding clients' needs and thrives on developing client relationships. Tricia also enjoys volunteering in the community especially with Michigan Animal Welfare Foundation and St. Patrick Church. She enjoys spending time with her husband, Tim, Up North and they have two sons. Tricia holds her Series 7, 9, 10, 63, and 66 securities licenses and is a licensed notary public. Tricia is looking forward to the rematch for Michigan to win the Paul Bunyan Trophy this year.

Lisa previously worked in the education sector, serving 25 years as an Administrative Assistant at Academy of the Sacred Heart. Lisa strives to deliver a client experience that consistently exceeds expectations. Her warm personality and excellent organization skills enhance her ability to quickly and efficiently respond to our client's needs and requests.

Lisa is married and has three children. Outside of the office she enjoys traveling, running, swimming and horseback riding.

Ryan is a proud graduate of the University of Michigan. He has a broad range of experience in working with many different populations in a variety of professional settings. Ryan brings an understanding of client needs and a willingness to assist in any way possible to help clients in achieving their financial goals. 

In his free time Ryan enjoys hiking, traveling, playing pickleball, and camping in Northern Michigan.

Before joining UBS, Amber was the Client Services Manager at Senior Planning Advisors, a Registered Investment Advisory Firm in Livonia. Prior to that, she oversaw all operations and investor relations for a private real estate debt fund in Birmingham, Michigan. Amber began her finance career providing comprehensive operational and sales support to a team of financial advisors at Merrill Lynch. Amber is a proud graduate of Michigan State University, where she earned her bachelor's degree in Kinesiology and Exercise Science.

Beyond her professional career, Amber enjoys her downtime on the golf course, fly fishing up north with her fiancé, and spending quality time with her friends, family, and her cat, Robert - named after the renowned Bobby Flay.