Lasting relationships. For all that matters

A team of rowers rowing a boat

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Ronald Shmyr Profile Photo

    Ronald Shmyr

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IN
    • KS
    • KY
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NY
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    A graduate of Harvard University, Ron began his career almost 35 years ago at Merrill Lynch. There he served as Advisor and soon became the Senior Resident Manager of the Ann Arbor office. In 2008, Ron joined the UBS family bringing with him a passion for Portfolio Management, one that has continued through his work as a Senior Vice President of Wealth Management and a Senior Portfolio Manager.

    Ron lives in Plymouth with his wife of 35 years, Julie, and their 7 children to which he has imparted his love for the National Park System. An active Rotarian, Ron loves spending time in his community with his family as it continues to grow. In particular, you can find him manning the pits at the Rotary Chicken BBQ every September.

    Splitting time between Gaylord, Michigan at Tortuga Financial Group's satellite office and the office in Plymouth, Ron is always available as he maintains that taking care of his clients is not a job but a way of life.

      • Harvard University
      • Senior Portfolio Manager
      730 Penniman Avenue
      Plymouth, MI 48170
    • John Shmyr Profile Photo

      John Shmyr

      Associate Director

      Senior Wealth Strategy Associate

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IN
      • KS
      • KY
      • MD
      • MI
      • MO
      • NC
      • NJ
      • NY
      • SC
      • TX
      • VA
      • WA

      Upon graduating from the University of Michigan, John spent over 10 years with several Fortune 500 Corporate Consulting Firms. It was there John developed the skills that would be fundamental to the core consultative process of Tortuga Financial Group. His accomplishments over this period include receiving client designation Consultant of Choice.

      After working as a consultant, John began working at Merrill Lynch, where he achieved the financial planning designation 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. Raised by a single mother, he was instilled with a sense of dedication and integrity at a very young age. Taking care of clients, for John, is no different than taking care of family. He and his wife of over 30 years, Claudia, share a passion for travel, scuba diving, and spending time near the water at their beach spot in Brazil.

        • University of Michigan
          730 Penniman Avenue
          Plymouth, MI 48170
        • Joshua Mrozowski Profile Photo

          Joshua Mrozowski, CFA, CFP

          Senior Wealth Strategy Associate

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          • FL
          • GA
          • IL
          • MA
          • MI

          Josh graduated Kalamazoo College in 2009 with a B.A. in Economics and Business. There he spent his summers interning at different companies within the financial industry. Following graduation, Josh went to work for Ally Financial Services out of Detroit. In 2013, Josh joined the UBS family where he proceeded to earn the title of Chartered Financial Analyst and is also working with The Mistry Group as a Senior Wealth Strategy Associate.  Josh and his wife of 8 years, Emily, reside in Plymouth with their 2 children, Jane and James.

            • Kalamazoo College , B.A. in Economics and Business
            • Corporate Stock Benefit Consultant
            • Chartered Financial Analyst®
            • CERTIFIED FINANCIAL PLANNER™
            730 Penniman Avenue
            Plymouth, MI 48170
          • Sharen Wilson Profile Photo

            Sharen Wilson

            Senior Client Associate

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              Sharen and her husband Todd reside in Ypsilanti with their daughter, Shelby, who currently attends Washtenaw Community College. In their spare time, Sharen and Todd enjoy traveling and relaxing with family.

              Sharen started her career in the financial services industry in 1994 with Beacon Investment Company in Ann Arbor, Michigan. She has held various roles in the industry from a wire operator to an assistant operations manager during her tenure. In 2016, she joined UBS after serving eleven years at Morgan Stanley.

              As Senior Client Service Associate, Sharen is responsible for keeping the team organized and their final output coordinated. She accomplishes this through tracking the team’s collective and individual tasks and goals, monitoring performance and results, encouraging efficiency and excellence, assisting with business planning and coordinating team meetings and events.

                    730 Penniman Avenue
                    Plymouth, MI 48170
                  • Jonathan Solace Profile Photo

                    Jonathan Solace

                    Client Associate

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                    • MI

                    Jon graduated from the University of Michigan- Ann Arbor in 2011 with a B.A. in Economics. There he spent his time interning at Merrill Lynch and First Investors Corporation. Upon graduation, Jon entered the financial service industry working for Quicken Loans in Detroit, first as a purchase banker helping clients buy their dream homes then rotating to the capital markets team working on the pricing and hedge desk. Prior to joining the UBS team in 2020 Jon was a Senior Analyst at Ally Financial working for the Direct Lending team.

                    Jon is married to his high-school sweetheart, Megan, and happily resides in Plymouth, Michigan with his daughters- Lyla, Poppy and Josie in addition to his female fur babies Bailey (chocolate lab) and Madeline (rescue cat).

                      • University of Michigan- Ann Arbor, B.A. in Economics
                        730 Penniman Avenue
                        Plymouth, MI 48170
                      • Matthew Shmyr Profile Photo

                        Matthew Shmyr

                        Client Associate

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                          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 things to do.

                           

                            • Eastern Michigan University
                              Home Worker MI
                              Home Worker MI, MI 000

                            The circular economy: What is it?

                            Retirement planning

                            Retirement planning

                            Multigenerational planning

                            Multigenerational planning

                            Legacy—Wealth for others

                            For needs that go beyond your own—to help you improve the lives of others

                            What will your legacy be?
                            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                            Learn more at ubs.com/wealthway.

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                            A global leader in wealth management

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

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