Marja's personal philosophy stresses integrity as the cornerstone of her 40 years of service. Marja provides a comprehensive approach to managing clients' wealth and, in doing so, often uncovers opportunities that many investment advisors overlook. She believes in educating the investor and involving the client in each step of the financial process, including partnering with the client's CPA and attorney to assure all financial matters are covered.

Marja holds the Certified Investment Management Analyst® designation – the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity and investment consulting knowledge. In addition she has earned the Certified Financial Planner™ (CFP®) designation to assist with the needs of higher net worth individuals.

She has been a Financial Advisor since 1981, through virtually every investment environment, and has provided clients with stability and longevity, being a 31 year veteran at UBS.

 Marja attained the UBS Wealth Advisor certification, an extensive process at UBS to help guide high net worth individuals and their families. She also has been recognized by the following:

Barron's Top 100 Women Financial Advisors for 2006, 2007 and 2008 and nominated frequently.

 Top Twenty Financial Advisers from Crane's Detroit Business in 2008

America's Top Financial Planners from the Consumers Research Council of America 2009

 Best of Detroit Hour Magazine, Top Scoring Wealth Managers in the Detroit Area, 2010

 UBS Women's Leadership Award, 2011

 She is an advocate and an alumni board member for The HAVEN, a non-profit organization to help victims of domestic violence and sexual abuse. Marja and her husband and business partner, Jerry, live in Birmingham with their dog, Bella. She has two adult children, Larry and Kristen. She enjoys off time with exercise, yoga and meditation as well as visiting Larry in Berkeley and Kristen in Boston.

Registered States:
AZ, CA, CO, FL, IA, IL, MA, MI, NC, NJ, NV, NY, OH, PA, SC, SD, TX, VA, WA, WI

Jerry has managed clients' portfolios through seven market cycles since 1981 and continues his financial planning focused investment advising as the Senior Portfolio Manager. Prior to 2006, he served 16 years as a Director, educating hundreds of advisors in the Great Lakes division as a speaker in the area of estate and retirement planning. With this experience and knowledge, he helps create personalized strategies and investment solutions for clients in the pursuit of their financial goals. Jerry works with each client to ensure that every aspect of their financial life – investments, insurance, legacy plans – is focused on their current needs and goals. Jerry gives the clients an excellent sense of structure as a 29 year veteran of UBS. He has also has been listed as a Top Scoring Wealth Manager, 2010, from Hour Magazine.

Jerry graduated from Ferris State University with a bachelor's degree in pharmacy and an associate's degree in business. He has deepened his knowledge by earning the Certified Financial Planner™ (CFP®) designation, the Chartered Retirement Planning Counselor™ (CRPC®) designation and the Certified Investment Management Analyst™ (CIMA®) certification, the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity and investment consulting knowledge.

Jerry lives in Bloomfield Hills with his wife and business partner, Marja, and their dog, Bella. Jerry enjoys boating, fixing just about anything, watching the History Channel and barbecuing year round. Jerry and Marja have two grown children, Larry and Kristen.

Registered States:
AZ, CA, CO, FL, IA, IL, KY, MA, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

Mike has been with UBS for 16 years and has over 19 years of industry experience.  He is one of the 4 partners on the Norris Wealth Management Group in Birmingham, MI. In addition to being a Financial Advisor, he has served as a Wealth Management Retirement Consultant helping UBS Financial Advisors and clients across the country build retirement income and longevity plans and has been an industry speaker and author on various retirement planning topics. Mike believes that the most effective client relationships start with a comprehensive financial plan rather than a product, and that only through detailed discussions with each client about their individual needs, goals and constraints can a Financial Advisor provide appropriate solutions.

As a member of the Norris Wealth Management Group, he specializes in cash flow, retirement income and longevity planning.  Mike works closely with the team to build income and estate planning strategies to meet our clients’ goals, incorporating measures to ensure these goals are protected from unplanned events.

Mike holds a Master's in Business Administration and a bachelor's degree in Aviation. Heis a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). He has also attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals and their families.

Mike is married to Heather and they have four grown children. 

Registered States:
AZ, CA, CO, FL, IA, IL, KY, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WI

Jason has 15 years of experience in the financial services industry, joining UBS in 2006. He is one of 4 partners on the Norris Wealth Management Group in Birmingham, MI.

Jason holds a bachelor's degree in economics from Michigan State University.  He is a Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC®)  and a qualified Portfolio Manager. He has also attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals and their families.

As an advisor on the team, Jason is dedicated to connecting with investors on a personal level  and works closely with each client to ensure that all of their financial needs – retirement planning, insurance, wealth transfer, and lending, in addition to portfolio management – are being met. He is proactive in reaching out to clients to help them achieve their financial goals, including partnering with their CPA and attorney to better address each situation.

Jason, his wife Jennifer, their daughter Joslyn, son Jacob and beagle, Snoopy reside in Birmingham. Outside the office, he enjoys golfing, skiing, and participating in his children's many activities. He is also a frequent presenter for The Michigan Association of CPA's providing continuing education.

Registered States:
AZ, CA, CO, FL, HI, IA, IL, KY, MA, MI, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WI

Sara has been in the financial services industry since graduating college in 2011. She began her career as an intern with the Norris Wealth Management Group and joined the team officially in May of 2014. Sara has a bachelor's degree in finance from Michigan State University and currently is Series 7, 66 and insurance licensed.   

As a member of the Norris Wealth Management Group, she is responsible for helping directly with the daily financial needs of the clients. She works with the financial advisors to prepare for client review meetings, including updating of the personalized financial plans and the client's retirement blueprint. She also assists in bringing education, training, and proactive communications to all our relationships.

Sara and her husband Nick currently reside in Beverly Hills. Outside the office, she enjoys trying new restaurants, going on walks and practicing Pilates.

Registered States:
CA, FL, MI, NC, NV, OH, TX

Kim joined the Norris Wealth Management Group in January of 2018. She has 25 years of customer service experience and is Series 7 and 66 licensed.

As a member of the Norris Wealth Management Group, Kim assists in helping clients with their daily financial needs as well as in meeting preparation and follow up.

Kim is an avid Detroit Tigers fan and a proud grandmother to Anthony & Audriana. Outside the office Kim enjoys traveling, cooking, and spending time with family and friends.

Registered States:
CA, FL, MI, NC, NV