Experience

Stephen formed Trudeau Wealth Management more than twenty years ago, striving to provide a select group of clients with exceptional wealth management and service. With over forty years of experience as a Wealth Management Advisor, Stephen oversees overall portfolio allocation and strategy, working closely with our high-net worth clients. He believes strongly in active management and in the importance of face-to-face meetings with clients and investment professionals, conducting regular due diligence meetings with Portfolio Managers both in office and around the country. Stephen maintains that true diversification is broader than stocks and bonds and has effectively allocated to hedge funds and private equity where appropriate for more than two decades. Clients rely on his experience, breadth of knowledge, and commitment to honesty and integrity.

Stephen joined UBS in 2012 after a long and distinctive career with Merrill Lynch. He holds Series 7, 63, and 65 securities licenses through FINRA, as well as Life, Variable Life, and Variable Annuity Insurance licenses. He works and hosts client and portfolio manager meetings year-round in both his Harbor Springs office and the team office in Birmingham, Michigan.

Outside of the office Stephen is an avid clay sports competitor and current All-American. He serves as the Michigan delegate to the National Sporting Clays Association and sits on the board of the Emmet Clay Sports club. Stephen combines his passion for clays with his charitable endeavors. He has chaired the Cranbrook Cares Breaking Pediatric Cancer event for five years and he also created and chaired the “PULL! for Kids” event for ChildSafe Michigan and The Judson Center, funding nine years of their foster children’s mentoring program. He has proudly served Mariners’ Church for many years, most recently as Chairman and Trustee of their Foundation. Stephen and his wife Laura have two grown children, Victoria and Brooks, and reside in Harbor Springs, Michigan.

Victoria’s goal is to provide each client with the knowledge that their financial life is in both capable and caring hands. She has worked closely with Stephen since joining the team in 2012 and takes a holistic, planning-based approach to wealth management. She believes strongly in financial education and encourages her clients of all ages and experience levels to make informed, empowered decisions. Victoria also communicates directly with client’s accountants and estate planning attorneys when appropriate. She meets with portfolio managers across asset-classes and takes a special interest in non-traditional investments and sustainable investing.

Victoria is also the team’s financial planner, working personally with our clients to create comprehensive plans for retirement and beyond. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor™ (CRPC®) certificant. She earned her Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business. She is responsible for assisting clients with insurance needs including long-term care, life insurance, and annuities, and is the team's resource for questions regarding Social Security and Medicare. She holds Series 7 and 66 securities licenses through FINRA, and Life, Accident and Health, Variable Life, and Variable Annuity Insurance licenses.

Victoria has a Bachelor’s degree from Sweet Briar College in Virginia, where she graduated Summa Cum Laude. She has a Masters degree in humanities from the University of Chicago. She is currently a Trustee of the Episcopal Diocese of Michigan, where she sits on the Investment Committee and the Children’s Ministries Committee. She also serves as president of Sweet Briar College's Detroit Alumnae Club. Victoria and her husband Colbert have two young children, Genevieve and William, and spend their weekends working on their historic home in Sherwood Forest, Detroit.

Joe combines his direct and engaging approach to wealth management with more than 10 years of professional experience. His role includes working with individual clients and serving as the team's resource on 401(k) and Employer-Sponsored Retirement Plans, where his knowledge areas encompass retirement plan construction, plan sponsor consulting and ERISA. Joe provides his individual clients and their families with holistic wealth management services and personal attention. He tailors solutions to each client's needs; creating a financial plan, developing proper investment allocation, and regularly monitoring performance towards established goals. Joe joined UBS in 2010, and began working with Trudeau Wealth Management in 2016. He holds Series 7 and Series 66 and insurance licenses, and is a proud graduate of Wayne State University in Detroit.

Joe and his wife Amy live in Plymouth, and in their free time they are avid road racers and practicing yogis. Joe gives back to the community he loves by supporting several charitable organizations, including Food Gatherers of Ann Arbor,  Michigan Women Forward (previously Michigan Women's Foundation), and Team Red White & Blue – Ann Arbor. Along with his four-legged best friend Marvin, Joe also regularly volunteers at local schools and hospitals in association with the Alliance of Therapy Dogs (ATD).

Jill provides essential support, striving to present our clients with service excellence and the appropriate solutions to their investment-related questions and concerns. She assists our team by implementing all portfolio recommendations and changes and preparing client reviews and proposals. Jill is a client advocate on the debt side of the balance sheet, processing and servicing credit lines and guiding clients through the mortgage process. She also works closely with Nancy to provide additional team and client aid as needed. A member of Trudeau Wealth Management since 2013, Jill has been with UBS since 2006. She holds series 7, 66, and 9/10 securities licenses through FINRA in addition to a degree in Finance from Oakland University.

Jill thrives on challenges, which is why she runs year-round with her husband, Bob. Through running Jill supports local organizations and charities, particularly animal shelters and rescue groups, participating regularly in charitable 5K runs throughout Southeast Michigan and beyond. When not running Jill and Bob are often hosting or visiting with family, including five beautiful grandchildren.  

Nancy has a passion for providing all of our clients with individual attention, servicing many diverse requests. She is our clients' primary contact, drawing on her extensive knowledge and experience. Nancy joined Trudeau Wealth Management in 2015, and she has been working in the industry since 2007. She works with our clients and prospective clients to anticipate needs, resolve problems, and follow through. Nancy provides service with her signature smile, whether assisting with financial reporting, tax reporting, or opening a new account. She strives to make our clients' lives easier; figuring out solutions to problems that clients didn't know could be solved. In addition, Nancy also works closely with Victoria, implementing client outreach such as newsletters and events and providing financial planning support.

Outside of the office, Nancy is an avid historical fiction reader and gardener. She and her husband, Chris, live in Almont, and devote much of their time to family, maintaining close relationships with their adult children and two handsome grandsons.