Lasting relationships. For all that matters

• AL
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• Harvard University

• Senior Portfolio Manager

• 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

• FL
• GA
• IL
• MA
• MI
• TX

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™

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.

• 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

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