Experience Makes all the difference

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.

Robert L. "Bob" Foersterling

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
847-277-2125
robert.foersterling@ubs.com

Much of Bob's 45 years in Financial Services have been spent specializing in municipal bonds. In addition to his Series 7 as a General Securities Representative, Bob is also licensed in both General Securities Principal and Municipal Securities Principal. Prior to UBS, Bob was a Senior Vice President, Wealth Management at Morgan Stanley for 15 years. Before that he served as Manager of the municipal bond department responsible for trading, underwriting, retail and institutional sales for a large regional firm.

Bob earned his B.S. in Business Administration and Finance from Drake University and is a graduate of the Wharton School of Business Senior Financial Advisor Program. Always wanting to learn more, he studied for and received the Certified Investment Management Analyst (CIMA) designation from the Wharton School in 1996. Bob feels the investment portfolio management business is both an art and a science. The science side can be learned, but the art side comes only with years of experience and living through market cycles firsthand.

While serving his country in the Army, Bob was a paratrooper, medic and earned the Green Beret. He served from 1965 to 1971 in both the 7th and 12th Special Forces Group (Airborne). Bob is an active pilot with commercial and instrument ratings for over 50 years and has logged thousands of hours in his private plane. Bob and his wife, Janice, live in Inverness, IL and spend time in Palm Desert, CA during the winter months. They have 4 adult children and 5 grandchildren. They enjoy traveling, golfing and spending time with family and friends.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV


Robert W. Foersterling

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
312-525-4038
rob.foersterling@ubs.com

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With 23 years' experience in both Wealth Management and Investment Banking, Rob strategically guides his clients toward achieving their financial goals. He began his career as an Investment Banker spending 6 years at William Blair & Company before moving to EVEREN Securities. There, he becoming the youngest investment banker ever promoted to Vice President and advised his clients through several public financings, IPOs, and merger & acquisition transactions totaling over $2.5 billion. After leaving, he served as Vice President & Portfolio Manager of Wealth Management at Morgan Stanley. Rob finally joined UBS in 2009 where he's been a 6 year running nominated member to the Financial Advisor Advisory Council.

Rob has received the Certified Investment Management Analyst (CIMA) credential from the Wharton School of Business, and has passed level II of the Chartered Financial Analyst (CFA) program. He is an alumnus of the University of Michigan, and majored in Political Science with minors in Business Administration and International Security Affairs.

Rob currently serves on the Advisory Board as Vice Chairman for the Chicago Police Memorial Foundation, which provides support and financial assistance to the families of Chicago Police officers. He's a graduate and team leader of the National Outdoor Leadership School (NOLS). He also enjoys volunteering his time with the Mott's Children's Hospital in Ann Arbor, Chicago Cares, and Special Olympics. Rob and his wife Becky raise their two daughters and son in the north suburbs of Chicago.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV


Rachel D. Irons, CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
312-525-4039
rachel.irons@ubs.com

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Rachel has over 12 years of experience in the financial services industry and has enjoyed building strong relationships with clients over the years. She is passionate about the trust she has cultivated with each client and recognizes that it is the foundation to delivering a holistic wealth management solution. She often says, "I’m devoted to the principles of stewardship in order to help our clients realize their financial freedom.” In March of 2012, Rachel distinguished herself with the Certified Financial Planner™ designation. Her focus on Financial Planning and attention to detail helps position her to execute on strategic financial planning solutions for clients. Rachel graduated from Northern Illinois University with a Bachelor’s degree in Finance. In addition to her undergraduate degree, she has several registrations and securities licenses, including the Series 7, Series 66, Series 31 and is a Rule 144 Restricted Stock Specialist. Rachel also holds licenses for life, accident and health along with variable annuities.

Rachel is an active member of the Professional Women's Club of Chicago and the Barrington Junior Women’s Club, where she devotes most of her time to various philanthropic activities such as the Barrington Giving Day, Meals on Wheels, local scholarship programs, and the Sunny Hill Elementary School Reading Volunteer program. She has also been a proud volunteer with the Special Olympics for the past several years and is a longtime member of the Schaumburg Church of Christ. At the church, Rachel sits on the financial board and is responsible for issuing the monthly financial statements and annual budget to its members. Rachel and her husband Dan reside in Barrington, IL with their daughter, Emily, and son, Jax. In her free time, Rachel maintains that spending time with her family and loved ones is top priority.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV


Pamela Matijevic

Senior Client Service Associate
847-277-2102
pam.matijevic@ubs.com

Pam Matijevic is a Sr. Registered Client Service Associate and has been with UBS for 10 years and in the Financial Industry for 25 years. Pam's primary responsibilities cover the day to day operational needs of clients, including money transfers, wires, journals and other client needs. Pam has a Bachelor of Science in Merchandising/Marketing with a minor in Business from Northern Illinois University and enjoys spending time with her husband, Joe and her children, Abby and Ben and their many activities.


Registered States:
FL, IL, NY, PA


Patrick Doyle Erfort

Registered Client Service Associate
312-525-4874
patrick.erfort@ubs.com

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Patrick joined UBS as a Registered Client Service Associate. Since joining he obtained the Series 7 and 66 licenses and is a 2018 Level III CFA Candidate. Prior to UBS Patrick worked as an analyst for a private equity firm. He is from River Forest and attended Fenwick High School before going to the University of Illinois Champaign-Urbana. At Illinois, Patrick received a BA in Economics with a minor in Business. He currently lives in Chicago and enjoys running and staying active and completed the 2016 Chicago Marathon.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI, WV, WY


Meredith Long III

Client Service Associate
312-525-4032
meredith.long@ubs.com

Meredith joined UBS Financial Services in February 2018 as a Registered Client Service Associate. His primary responsibilities are to cover the day-to-day operational needs of clients including money transfers and account maintenance and provide the administrative and operational support to the team.  Meredith completed a Bachelor of Science degree in Molecular Biology from Portland State University and holds Series 7, 63, and Insurance licenses. In his free time, he enjoys cooking and entertaining friends and stays active by swimming, cycling, and running.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV


Amy Lynn Ryan

Client Service Associate
312-525-4561
amy.ryan@ubs.com

Amy joined UBS as a Client Service Associate in May of 2018.   She comes from 10 years' experience as a Paralegal for a law firm in Chicago. After taking time to raise her 2 daughters, she began working as an office manager for an Elementary school in Elmhurst; overseeing daily operations and administrative needs. In her free time, Amy enjoys running, fitness and spending time at the lake with her friends and family.


Deborah Houda

Investment Associate
312-525-4566
debbie.houda@ubs.com

For over 30 years Deb has worked in various roles in the industry from operations to office manager. She has her Series 7 and Series 63 licenses and her vast knowledge of the business and diverse experience are greatly valued by the team. In her role as a  Registered Client Service Associate Deb is responsible for client service and account maintenance. She is a lifelong resident of New Lenox, Illinois and enjoys spending time with her husband Rick, and traveling.