Meet Our Team

Throughout his career, first for many years at Merrill Lynch, then with UBS Financial Services, he has focused on developing customized investment strategies designed around each client's objectives instead of relying on standardized solutions.

Today, Andrew works closely with successful families to help simplify financial complexity, preserve wealth, and prepare future generations to become thoughtful stewards of their financial legacy.

With homes in Naples, where his younger son Dylan attends school, and Northville, in Metropolitan Detroit, Andrew and his wife Gabriele enjoy close ties with family including his adult daughter Hannah, personal and professional relationships. The Best of Both Worlds!  He is passionate about motorsports, being out on the water in the Gulf or at the 4-generations family lake house in Northern Michigan and the challenge of both snow and water skiing.

Helping Clients Become More Confident Investors Through Education and Personalized Guidance.

Jonathan believes the best financial decisions begin with understanding. Throughout his career, he has been passionate about helping individuals and families become more informed, confident investors by explaining complex financial concepts in practical, easy-to-understand terms.

With more than 30 years of experience in investment education and wealth management, Jonathan works closely with individuals, families, and business owners to develop personalized investment strategies aligned with their long-term financial goals. He is committed to building lasting relationships through regular communication, thoughtful planning, and advice tailored to each client's unique circumstances.

Before becoming a financial advisor, Jonathan spent 15 years with the National Association of Investors Corporation, a nonprofit organization dedicated to investor education. There, he developed educational programs, led investment seminars across the country, and worked with Fortune 500 companies to promote shareholder and employee investment education. That experience continues to shape his philosophy today: informed clients make better financial decisions.

Jonathan began his career as a Financial Advisor with Merrill Lynch in 2005 before joining his team in 2012. Today, he helps clients navigate retirement planning, investment management, wealth preservation, and long-term wealth planning while remaining focused on education, communication, and disciplined investing.

Jonathan earned a bachelor’s degree in Economics from Michigan State University and a master's degree in Human Resource Management and Employee Training & Development from Wayne State University. He also holds the Chartered Retirement Planning Counselor™ (CRPC^®) designation.

Outside the office, Jonathan enjoys giving back to the community through volunteer organizations and educational initiatives. He and his wife, Kathleen, live in Troy, Michigan, where they enjoy spending time with their family, exploring Michigan history, sailing, skiing, and visiting their family cottages.

Christian graduated with a Finance degree from the Broad School of Business at Michigan State University before beginning his career as a Financial Manager with the Fortune 500 company Graybar. He joined the family practice and works alongside the team to support clients through every stage of the planning process while continuing to expand his knowledge and experience as an advisor.

Christian is passionate about building long-term relationships, connecting with younger generations of client families, and helping ensure continuity for years to come. He enjoys helping clients feel comfortable asking questions, learning about investing, and making informed financial decisions with confidence. Christian splits professional time between the Naples and Birmingham offices, playing discus golf with friends…and reminding his father who the better golfer is whenever possible.