Experience

Andrew joined UBS in 2012 after 23 years with Merrill Lynch. Prior to his chosen profession, Andrew graduated from Western Michigan University and studied on scholarship in Europe. As a Portfolio Manager he specializes in building dynamic portfolios that fit individual's needs. He also has extensive experience with municipal and corporate bonds, trusts and comprehensive retirement and financial planning. Andrew's focus is to provide advice and guidance to individuals and families as they develop a strategic investment program together. He is a life-long resident of Michigan and a member of the Detroit Athletic Club.  Andrew lives in Northville and enjoys time with his wife Gabriele and children Hannah, Christian and Dylan and weekends boating or skiing in beautiful Michigan and Naples Florida.

Jonathan joined UBS in 2012 after 6 years with Merrill Lynch. He has over 22 years of experience in the investment industry and holds a B.A. from Michigan State University and a M.A. from Wayne State University. He is a past Director of the National Association of Investors Corporation where he analyzed individual stocks and mutual funds. There he also worked with executives at Fortune 500 companies. He has extensive knowledge in financial and retirement planning for families and small businesses. A life-long resident of Michigan, Jonathan his wife, Kathleen and 2 children live in Troy.

Sharen started her career in the financial services industry in 1994 at Beacon Investment Company (now Telemus). She joined UBS in 2016 after 11 years at Morgan Stanley.

Sharen and her husband, Todd have a daughter attending Eastern Michigan University.  They enjoy spending time with their family and traveling.

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).