Steve is the Senior Relationship Manager and Investment Strategy Leader for The Arkwright Financial Team at UBS Financial Services.

He has spent over 30 years developing, implementing and monitoring personalized wealth management strategies tailored to specific client goals and risk tolerances. Servicing the unique wealth management needs of business owners and corporate executives for over three decades has earned Steve a rare perspective into the specific financial opportunities and concerns that many in these professions encounter throughout their careers and in retirement. Steve provides pre-retirees and currently retired clients with professional expertise in holistic goals-based financial planning, retirement planning, portfolio construction and investment management. The Arkwright Financial Team believes that their process driven, rules based approach to financial planning and wealth management allows them to provide clients with highly dependable customer service, realistic expectations and customized solutions. Steve has fulfilled the rigorous requirements of the Certified Financial Planner Board of Standards to earn the CERTIFIED FINANCIAL PLANNER™ designation. He holds his BA in Economics and English from Albion College. Steve and his wife, Jennifer, reside in Clarkston Michigan and enjoy spending time together up north.

Registered States:
AZ, CA, FL, GA, IL, IN, KS, MI, NJ, OH, OK, OR, PA, SC, TX, VA, WA

Nicholas assists Steve with The Arkwright Financial Team's investment strategy and directs the overall financial planning strategy for high-net-worth clients.

He provides professional expertise in goals-based financial planning, retirement planning and investment management to pre-retirees and currently retired clients. Since joining The Arkwright Financial Team and UBS Financial Services in 2013, Nicholas has focused on servicing the unique wealth management needs of engineers, small-medium size business owners and corporate employees in the Metro-Detroit area. He works diligently to understand specific client needs as well as create and execute suitable wealth management strategies tailored to their specific financial goals. A planner by nature, Nicholas truly enjoys helping others optimize their financial situation. He obtained his Bachelor of Business Administration from Northwood University and has fulfilled the rigorous requirements of the Certified Financial Planner Board of Standards to earn the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. In addition to being a CFP® practitioner and Northwood Alum, Nicholas is also recognized by the College for Financial Planning as a Chartered Retirement Planning Counselor (CRPC®). Nicholas currently resides in Clarkston Michigan with his wife, Alicia. Nicholas and Alicia enjoy spending time outdoors camping and hiking with their dogs. They also love to travel and never pass up an opportunity to experience live music.

Registered States:
AZ, CA, FL, GA, IL, IN, MI, NE, NJ, OH, OK, OR, PA, SC, TN, TX, VA, WA

Ivanna joined UBS Financial Services, Inc. and The Arkwright Financial Team as a Client Service Associate in 2015. She works to support client administrative needs as well as the operational needs of The Arkwright Financial Team. Ivanna is a highly skilled communicator with a proven track record of providing timely and helpful responses to client inquiries. She takes pride in helping others and routinely goes above-and-beyond to ensure that each client's unique needs are being addressed appropriately. Ivanna graduated with honors from Oakland University where she obtained her degree in Operations Management and General Management. She enjoys live music, telling stories and travelling.