Team

The Famiglia Wealth team has worked together for many years,

building a collaborative culture that benefits our clients as we identify smart solutions for their specific needs. We also work closely with our clients’ other trusted advisors, such as accountants and estate planning attorneys, to ensure our holistic approach incorporates generational wealth transfer, philanthropy and tax-efficient recommendations.
We pride ourselves on our relationship-focus, as we connect with each client family on a personal level. We remain committed to constantly learn about changes in our industry in order to further enhance our ability to serve our clients.

Our Team

With more than 20 years of wealth advisory experience, Jason led the formation of Famiglia Wealth as a new independent wealth management firm in 2021. He had begun his career at PaineWebber, now UBS, and joined Morgan Stanley in 2011. Over his career he became a CERTIFIED FINANCIAL PLANNER™ and earned the designations of Family Wealth Advisor and Certified Exit Planning Advisor. In 2021, Jason was recognized as a Forbes Best-In-State Wealth Advisors, an award earned by only 120 advisors in Michigan.

Jason grew up in the Detroit area, except for two childhood years living in Hong Kong – an impactful time that opened his appreciation for new people, experiences and challenges. Jason graduated from Brother Rice High School and Michigan State University both with Honors. 

Jason and his wife have three children, and he coaches their basketball and soccer teams and enjoys volunteering at their school. They live in Birmingham, Michigan. Jason has competed in over 20 Mackinac races, winning back- to-back in 2009 and 2010. In his spare time, Jason is an avid reader, enjoying books on leadership, business, military, survival, and psychology.

Bob has served in the investment industry for more than 60 years, and today his main focus is providing the team with market technical analysis, his specialty. Bob started his career at Paine Webber in 1961, which became UBS. In 2008, Bob moved his team to Smith Barney (renamed Morgan Stanley Wealth). Together, they launched Famiglia Wealth as a new independent firm in 2021. In addition to being the team’s patriarch, Bob is the father of two of our teammates, Elizabeth Silver and Suzanne Minister.

Bob is a graduate of Michigan State University, where he majored in mathematics, physics and education. An avid and accomplished golfer who enjoys a good game of gin.

Beth began her career in real estate sales and worked as a mortgage loan officer for 12 years. She joined UBS in 2004 to work on the advisory team led by her father, Bob Alati. The team moved to Smith Barney (now Morgan Stanley) in 2008, and Beth was part of the team that launched Famiglia Wealth in 2021.

Beth graduated from Arizona State University with a degree in psychology. She currently lives in Bloomfield, Michigan. A true soccer mom, Beth has a son (college grad) and a daughter (college scholarship athlete).

With more than 10 years of experience, Adam serves as our team’s financial planning specialist. He holds both the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations. Adam spent the first chapter of his career at a boutique wealth management firm in Philadelphia, where he gained experience in helping address the wealth management needs of ultra-high-net-worth clients. Adam has particular empathy for working with families who are challenged by the financial responsibility of caring for a loved one with special needs.

Adam graduated from Syracuse University with degrees in philosophy and policy studies. Adam's interests include playing golf, iRacing, playing guitar and travelling. Adam and his wife, Kelsey, live in Oakland Township, Michigan, with their two young daughters. The couple is active with the Rochester Community Schools Parent Advisory Committee.

Sue began her career more than 20 years ago, when she joined the Paine Webber team led by her father Bob Alati. She moved with the team to Morgan Stanley in 2008 and was part of the transition to independence with the launch of Famiglia Wealth in 2021.

Sue received her Bachelor of Science degree from Purdue University and did her Master of Science work at North Carolina State University.

Sue loves to travel both domestically and internationally for new experiences with her husband, Glen, and their two young sons.

Robyn has more than 20 years of wealth management experience and serves as a Director of Operations.  She applies her knowledge and understanding of our firm’s operations to streamline and improve the day-to-day experience of our clients. She began her career at an accounting firm, where she audited local credit unions.

She graduated from Walsh College with a degree in accounting. Robyn received the Professional Ambassador Award in 2019.

Today, she enjoys singing at weddings and special events, sailing, and volunteering with the Birmingham Optimist Club.

With 20 plus years in the financial services industry, Toni worked previously for UBS Financial, Smith Barney and Morgan Stanley as a senior registered representative. Toni graduated from Western Michigan with a bachelors degree in Business Administration. She and her husband Tim have been married for 42 years and have two sons who are both doctors. Their oldest son Mickey is a trauma surgeon in Savannah. Their youngest son Matthew is a doctor at a faith based clinic in Detroit. Toni and Tim love traveling and spending time with their sons’ families and their 6 grandchildren.

Wyatt joined the Famiglia Wealth team shortly after its launch as an independent wealth management firm.  He utilizes his strong quantitative and communicative skills to aid clients in working with eMoney Advisor and to help them achieve their financial goals.

He is currently studying Business at University of Michigan’s Ross School of Business where he has a concentration in Finance and is pursuing a minor in Real Estate.  His professional experience thus far has been marked by collaboration with high-performing teams in the world of finance.

Wyatt enjoys golfing, traveling with family, and is an avid sailor on the Atlantic Ocean and Great Lakes.

With more than 20 years of wealth advisory experience, Jason led the formation of Famiglia Wealth as a new independent wealth management firm in 2021. He had begun his career at PaineWebber, now UBS, and joined Morgan Stanley in 2011. Over his career he became a CERTIFIED FINANCIAL PLANNER™ and earned the designations of Family Wealth Advisor and Certified Exit Planning Advisor. In 2021, Jason was recognized as a Forbes Best-In-State Wealth Advisors, an award earned by only 120 advisors in Michigan.

Jason grew up in the Detroit area, except for two childhood years living in Hong Kong – an impactful time that opened his appreciation for new people, experiences and challenges. Jason graduated from Brother Rice High School and Michigan State University both with Honors. 

Jason and his wife have three children, and he coaches their basketball and soccer teams and enjoys volunteering at their school. They live in Birmingham, Michigan. Jason has competed in over 20 Mackinac races, winning back- to-back in 2009 and 2010. In his spare time, Jason is an avid reader, enjoying books on leadership, business, military, survival, and psychology.

Bob has served in the investment industry for more than 60 years, and today his main focus is providing the team with market technical analysis, his specialty. Bob started his career at Paine Webber in 1961, which became UBS. In 2008, Bob moved his team to Smith Barney (renamed Morgan Stanley Wealth). Together, they launched Famiglia Wealth as a new independent firm in 2021. In addition to being the team’s patriarch, Bob is the father of two of our teammates, Elizabeth Silver and Suzanne Minister.

Bob is a graduate of Michigan State University, where he majored in mathematics, physics and education. An avid and accomplished golfer who enjoys a good game of gin.

Beth began her career in real estate sales and worked as a mortgage loan officer for 12 years. She joined UBS in 2004 to work on the advisory team led by her father, Bob Alati. The team moved to Smith Barney (now Morgan Stanley) in 2008, and Beth was part of the team that launched Famiglia Wealth in 2021.

Beth graduated from Arizona State University with a degree in psychology. She currently lives in Bloomfield, Michigan. A true soccer mom, Beth has a son (college grad) and a daughter (college scholarship athlete).

With more than 10 years of experience, Adam serves as our team’s financial planning specialist. He holds both the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations. Adam spent the first chapter of his career at a boutique wealth management firm in Philadelphia, where he gained experience in helping address the wealth management needs of ultra-high-net-worth clients. Adam has particular empathy for working with families who are challenged by the financial responsibility of caring for a loved one with special needs.

Adam graduated from Syracuse University with degrees in philosophy and policy studies. Adam's interests include playing golf, iRacing, playing guitar and travelling. Adam and his wife, Kelsey, live in Oakland Township, Michigan, with their two young daughters. The couple is active with the Rochester Community Schools Parent Advisory Committee.

Sue began her career more than 20 years ago, when she joined the Paine Webber team led by her father Bob Alati. She moved with the team to Morgan Stanley in 2008 and was part of the transition to independence with the launch of Famiglia Wealth in 2021.

Sue received her Bachelor of Science degree from Purdue University and did her Master of Science work at North Carolina State University.

Sue loves to travel both domestically and internationally for new experiences with her husband, Glen, and their two young sons.

Robyn has more than 20 years of wealth management experience and serves as a Director of Operations.  She applies her knowledge and understanding of our firm’s operations to streamline and improve the day-to-day experience of our clients. She began her career at an accounting firm, where she audited local credit unions.

She graduated from Walsh College with a degree in accounting. Robyn received the Professional Ambassador Award in 2019.

Today, she enjoys singing at weddings and special events, sailing, and volunteering with the Birmingham Optimist Club.

With 20 plus years in the financial services industry, Toni worked previously for UBS Financial, Smith Barney and Morgan Stanley as a senior registered representative. Toni graduated from Western Michigan with a bachelors degree in Business Administration. She and her husband Tim have been married for 42 years and have two sons who are both doctors. Their oldest son Mickey is a trauma surgeon in Savannah. Their youngest son Matthew is a doctor at a faith based clinic in Detroit. Toni and Tim love traveling and spending time with their sons’ families and their 6 grandchildren.

Wyatt joined the Famiglia Wealth team shortly after its launch as an independent wealth management firm.  He utilizes his strong quantitative and communicative skills to aid clients in working with eMoney Advisor and to help them achieve their financial goals.

He is currently studying Business at University of Michigan’s Ross School of Business where he has a concentration in Finance and is pursuing a minor in Real Estate.  His professional experience thus far has been marked by collaboration with high-performing teams in the world of finance.

Wyatt enjoys golfing, traveling with family, and is an avid sailor on the Atlantic Ocean and Great Lakes.

With more than 20 years of wealth advisory experience, Jason led the formation of Famiglia Wealth as a new independent wealth management firm in 2021. He had begun his career at PaineWebber, now UBS, and joined Morgan Stanley in 2011. Over his career he became a CERTIFIED FINANCIAL PLANNER™ and earned the designations of Family Wealth Advisor and Certified Exit Planning Advisor. In 2021, Jason was recognized as a Forbes Best-In-State Wealth Advisors, an award earned by only 120 advisors in Michigan.

Jason grew up in the Detroit area, except for two childhood years living in Hong Kong – an impactful time that opened his appreciation for new people, experiences and challenges. Jason graduated from Brother Rice High School and Michigan State University both with Honors. 

Jason and his wife have three children, and he coaches their basketball and soccer teams and enjoys volunteering at their school. They live in Birmingham, Michigan. Jason has competed in over 20 Mackinac races, winning back- to-back in 2009 and 2010. In his spare time, Jason is an avid reader, enjoying books on leadership, business, military, survival, and psychology.

Bob has served in the investment industry for more than 60 years, and today his main focus is providing the team with market technical analysis, his specialty. Bob started his career at Paine Webber in 1961, which became UBS. In 2008, Bob moved his team to Smith Barney (renamed Morgan Stanley Wealth). Together, they launched Famiglia Wealth as a new independent firm in 2021. In addition to being the team’s patriarch, Bob is the father of two of our teammates, Elizabeth Silver and Suzanne Minister.

Bob is a graduate of Michigan State University, where he majored in mathematics, physics and education. An avid and accomplished golfer who enjoys a good game of gin.

Beth began her career in real estate sales and worked as a mortgage loan officer for 12 years. She joined UBS in 2004 to work on the advisory team led by her father, Bob Alati. The team moved to Smith Barney (now Morgan Stanley) in 2008, and Beth was part of the team that launched Famiglia Wealth in 2021.

Beth graduated from Arizona State University with a degree in psychology. She currently lives in Bloomfield, Michigan. A true soccer mom, Beth has a son (college grad) and a daughter (college scholarship athlete).

With more than 10 years of experience, Adam serves as our team’s financial planning specialist. He holds both the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations. Adam spent the first chapter of his career at a boutique wealth management firm in Philadelphia, where he gained experience in helping address the wealth management needs of ultra-high-net-worth clients. Adam has particular empathy for working with families who are challenged by the financial responsibility of caring for a loved one with special needs.

Adam graduated from Syracuse University with degrees in philosophy and policy studies. Adam's interests include playing golf, iRacing, playing guitar and travelling. Adam and his wife, Kelsey, live in Oakland Township, Michigan, with their two young daughters. The couple is active with the Rochester Community Schools Parent Advisory Committee.

Sue began her career more than 20 years ago, when she joined the Paine Webber team led by her father Bob Alati. She moved with the team to Morgan Stanley in 2008 and was part of the transition to independence with the launch of Famiglia Wealth in 2021.

Sue received her Bachelor of Science degree from Purdue University and did her Master of Science work at North Carolina State University.

Sue loves to travel both domestically and internationally for new experiences with her husband, Glen, and their two young sons.

Robyn has more than 20 years of wealth management experience and serves as a Director of Operations.  She applies her knowledge and understanding of our firm’s operations to streamline and improve the day-to-day experience of our clients. She began her career at an accounting firm, where she audited local credit unions.

She graduated from Walsh College with a degree in accounting. Robyn received the Professional Ambassador Award in 2019.

Today, she enjoys singing at weddings and special events, sailing, and volunteering with the Birmingham Optimist Club.

With 20 plus years in the financial services industry, Toni worked previously for UBS Financial, Smith Barney and Morgan Stanley as a senior registered representative. Toni graduated from Western Michigan with a bachelors degree in Business Administration. She and her husband Tim have been married for 42 years and have two sons who are both doctors. Their oldest son Mickey is a trauma surgeon in Savannah. Their youngest son Matthew is a doctor at a faith based clinic in Detroit. Toni and Tim love traveling and spending time with their sons’ families and their 6 grandchildren.

Wyatt joined the Famiglia Wealth team shortly after its launch as an independent wealth management firm.  He utilizes his strong quantitative and communicative skills to aid clients in working with eMoney Advisor and to help them achieve their financial goals.

He is currently studying Business at University of Michigan’s Ross School of Business where he has a concentration in Finance and is pursuing a minor in Real Estate.  His professional experience thus far has been marked by collaboration with high-performing teams in the world of finance.

Wyatt enjoys golfing, traveling with family, and is an avid sailor on the Atlantic Ocean and Great Lakes.

Community Involvement

Serving and supporting our community is of great importance to our firm and to each of our team members. Here is a list of some of the organizations that we are proud to currently support.