Senior Vice President–Wealth Management
Wendy joined the financial services industry with Smith Barney in 2005 and commenced her career at UBS in 2009. She is a graduate of Walsh College of Accounting and Business Administration with her Bachelor of Business Administration. Wendy has earned her Portfolio Manager designation at UBS and is FINRA registered holding Series, 7, 63, 65 and 31 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
Wendy is married to her high-school sweetheart; they reside in Milford, Michigan with their two daughters. They enjoy visiting the Michigan shore-lines with their children and cooking in their spare time.
Marian has over 30 years of banking and financial service experience including titled positions as Vice President at Chase Bank and Senior Vice President, Wealth Management at both Smith Barney and UBS. Her expertise includes estate, retirement and financial planning together with personal and business lending.
Marian resides in Northville, Michigan. She enjoys golf, bowling and travel in her spare time.
Senior Wealth Strategy Associate
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).