How will we work together?

Build a plan for the future you envision

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jeffrey-Catlin

    Jeffrey Catlin

    Executive Director

    Market Director

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • IL
    • KS
    • MA
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • WA
    • WI
    • WY

    Jeff Catlin has been in the wealth management business for twenty one years; the last six years as Branch manager for two UBS offices in Ohio. Originally form New Jersey and graduating from The University of Arizona, Jeff started as a Financial Advisor at Prudential Securities in New York City. Since 1999, Jeff has held various roles at UBS and its predecessor, PaineWebber. His beginnings in the Taxable Fixed Income department led him to roles within Non-Proprietary Mutual Funds in our home office of Weehawken, NJ. From there, Jeff was appointed as one of the initial thirteen Regional Sales Managers for UBS covering the South Central Region. His Regional Sales Manager accomplishments brought him to a position as the Business Development Officer for the Mid-Atlantic Region working out of Washington D. C.

    Jeff's Complex Director Position spans The Great Lakes Complex made up of five offices covering two states. He is proud to directly manage the Troy, Michigan branch and his management team extends through Toledo, OH, Sandusky, OH, Grand Rapids, MI and Muskegon, MI.

      • The University of Arizona
        2301 West Big Beaver Road
        Somerset Place Office Building
        Troy, MI 48084
      • Joy-Barthlow

        Joy Barthlow

        Director

        Admin Manager

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        • AZ
        • FL
        • IN
        • KY
        • ME
        • MI
        • NC
        • OH
        • OR
        • TX

        Joy began her career at Everen Securities in 1998 and moved to UBS in 2007. Over the past 18 years, Joy has held several positions in the industry, including: Receptionist/Wire Operator/Cashier, Client Service Associate, Operations Manager, Administrative Manager and her current role, Complex Administrative Manager. As Complex Administrative Manager, she is responsible for supporting and driving strategic firm initiatives, partnering with the OAC management team, and the training and development of the administrative support staff.

        Joy is an Eastern Michigan University graduate with a Bachelor Degree in Elementary Education.

          • Eastern Michigan University, Elementary Education
            2301 West Big Beaver Road
            Somerset Place Office Building
            Troy, MI 48084
          • Kathleen-Potter

            Kathleen Ann Potter

            Authorized Officer

            Branch Office Administrator

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            • MI

            Kathleen "Kathy" Potter has been a longstanding and loyal UBS Employee since she joined PaineWebber as a junior wire operator in 1985. Kathy has progressed through the Administrative functions at UBS, as well as several offices in the U.S., as her career has grown. From Junior Wire Operator, to Registered Client Service Associate to Regional Executive Team Assistant in Los Angeles, CA, Kathy has a history of phenomenal service. Kathy returned to Michigan with the Great Lakes Region and was welcomed back to Troy when the regional structure was reorganized. Kathy supports the Great Lakes Complex Management team and each and every member of the complex. She is the liaison for Human Resources, Benefits, onboarding and recruiting processes. Kathy is also known for her always amiable and helpful attitude, often being used as a training resource for other Complex and Branch Administrators.

                  2301 West Big Beaver Road
                  Somerset Place Office Building
                  Troy, MI 48084

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