As the founding member of the Omni Wealth Management Group, Paul serves as a relationship manager for the team focusing on business management and providing advice and guidance to clients. He draws upon his deep experience as a CPA in public accounting to assist client in business succession planning, estate minimization, philanthropic planning, and tax management.

Paul has been recognized as an industry leader as a 2019 Forbes Best-in-State Wealth Advisor in Illinois.

Paul proudly served as the Investment Committee Chair – Board of Trustees for the $1.7B Presbyterian Church USA Foundation; member of the Advisory Council to Merrill Lynch Senior Management, and was the Merrill Lynch Resident Director of the Year.

Paul received a B.S in Accounting from the Kelley School of Business – Indiana University and a Certificate in Advanced Portfolio Management from DePaul University. He is a Certified Private Wealth Advisor (CPWA®) from the Yale School of Management, a Chartered Retirement Plans Specialist (CRPS®), a Chartered Retirement Planning Counselor (CRPC®), and an Accredited Investment Fiduciary (AIF®).

Paul and his wife, Kimberly, reside in Barrington with their three children, Conner, Jack & Jenna.

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI

Michael Simone has provided wealth management guidance to individuals & families since 1996. He began his career with Merrill Lynch after earning his degree in Business Management Finance from North Carolina State University, joining UBS in 2011.

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

For nearly 25 years, Randy has provided financial advice to high net worth clients, focusing on equity and fixed income portfolio management, asset allocation, alternative investments and risk management.

Randy earned the prestigious designation of "Wealth Advisor", qualifying him to provide personalized wealth services and resources to his clients. He also is a Certified Investment Management Analyst (CIMA®) from The Wharton School of Business, at University of Pennsylvania.

He is a member of the Crystal Lake Country Club, enjoys traveling and professional sports.

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

Ryan focuses on Omni Wealth Management’s investment strategies, asset allocation and portfolio construction. Serving as a relationship manager for the team, Ryan provides advice and guidance to affluent families and professionals. He employs the team’s strategic approach in helping clients address their complex financial needs and lay the foundation for pursuing their goals. Ryan currently serves as the Treasurer of the University of Illinois – Chicago Letterman’s Club, and is the Founder and President of the Patrick Grange Memorial Foundation for ALS.

Ryan is a Certified Financial Planner™ professional and received a B.S. in finance and marketing from the University of Illinois – Chicago, while playing Varsity Soccer.

Ryan and his wife, Jennine, reside in Chicago.

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI

Ben's passion for helping clients make their financial lives better began in 1996. For over 20 years, Ben has strived to understand the values that inspire his clients, their history, and, of course, where their wealth can take them.   

Ben earned the CERTIFIED FINANCIAL PLANNER (CFP^®) designation in 2001. Focusing on clients' retirement and life planning needs, he became a Chartered Retirement Planning Counselor (CRPC^®) in 2005.  His goal is to help clients construct an actionable plan for their financial independence with a special focus on consistent cash flow.  Ben provides plan execution through ongoing, personal oversight. 

In 2018, Ben earned the Certified Investment Management Analyst (CIMA^®) designation.  As a Senior Portfolio Manager, Ben offers expertise in all areas of portfolio construction and investment thought leadership. Drawing on powerful global resources with solutions designed for all market environments, his emphasis on smart growth strategies, risk management and tax minimization have offered clients superior risk adjusted results in pursuit of their financial goals. 

Ben is a 1996 graduate of Illinois Wesleyan University where he studied Business Finance and Political Science.  Ben was honored to be nominated to attend the UBS Wealth Advisor program and earned the designation in 2018.  Ben has also been listed among America's top Financial Advisors.

An avid traveler and wine enthusiast, Ben's passions include SCUBA diving and golfing with his wife, Lori, and two sons.  Ben and his family reside in Long Grove, Illinois.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

As the senior member of the group, Mr. Read's focus is on high net worth asset management. He focuses on concentrated stock strategies, corporate finance activities, private equity investing, estate planning, family office and discretionary portfolio management.

Mr. Read received his undergraduate degree from the University of Illinois and his MBA from Northern Illinois University in Finance and Economics. He has achieved the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) via Northwestern University and Certified Investment Management Analyst (CIMA®) via the Wharton School of Business, at the University of Pennsylvania.

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

Nick received his Bachelor’s degree in 1981 with concentrations in both accounting and finance from DePaul University. In 1984, he passed the CPA exam, and later earned his M.B.A. in finance at DePaul in 1990. Nick has attained the Series 7, 63 and 65, and insurance licenses. He is on the UBS Directors Council, a member of The Chicago Tower Peer group, and represent the Midwest on the Financial Advisor Editorial Panel for UBS research. 

Nick's primary goal is to understand and meet the precise financial needs of each client. He accomplishes this through objective wealth management solutions. Nick has extensive experience managing portfolios and have Portfolio Management Program status. He also holds the distinction of being a Certified Investment Management Analyst (CIMA®), and for several years up to 2015 was a member of their editorial board. More recently Nick earned the Chartered Retirement Plans Specialist (CRPS®) certification. The ultimate goal is to provide a best practices approach in meeting each family's specific asset accumulation and retirement planning needs.

Born and raised in Chicago, Nick currently lives with his wife Sandra in Wilmette. They have three grown children. Chris works with the team, Steve is in Medical School, and Tricia is in college.

Registered States:
AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

With Omni Wealth Management Group, Jake focuses on the team’s investment strategies and portfolio trading. Serving as a relationship manager, Jake executes and implements the strategic recom­mendations for our clients, such as gaps of insurance coverage and credit and liquidity management solutions through UBS Bank USA. He is also responsible for coordinating with our client’s other advisors to ensure that our collaborative work for our mutual client is achieved.

Jake received a B.S. in finance from Northern Illinois University and a Certificate in Advanced Portfolio Management from DePaul University.

Jake and his wife, Krystal, reside in Wauconda with their son, Conrad.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI

Among Bob's accomplishments are 30 years of experience within the field of Wealth Management, earning the designation of "Wealth Advisor", and completion of UBS' multi year Teaming Platform Educational Program. With this ongoing training, Bob will further provide unmatched investment planning service. He obtained a BA in Political Science from Southern Illinois University, was past president of Butler National Golf Club, and member of the Golden Key National Honor Society. Bob co-founded the Midwest Business Study Council (MBSC) which just celebrated its 35th Anniversary.

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

Chris joined UBS after graduating from Lake Forest College with a bachelor’s degree in economics. As a Financial Advisor, he enjoys putting his education to work in serving our client's needs, and his passion is to create a client service model second to none in our industry. Towards that end, Chris work with clients by creating personalized multi-generational financial plans. Specifically, our team offers various strategy recommendations and run several "what if" scenarios to provide a tailored solutions for each client. Additionally, Chris assist with portfolio construction to optimize risk and reward characteristics.

Chris has passed the Series 7 and Series 66 exam. He has also received his life and health insurance designation along with the CRPC® (Chartered Retirement Planning Counselor), AAMS® (Accredited Asset Management Specialist), and Certified Financial Planning Designation (CFP®).

At Lake Forest College Chris also minored in education and music and was captain of the tennis team for two out of his four years on the team.

Registered States:
AZ, CA, CO, DC, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

Magda began her career in the financial services industry in 2010. As a Senior Wealth Strategy Associate, Magda helps clients create customized financial plans that provide a flexible roadmap for pursuing retirement goals, control expenditures, design wealth preservation strategies and help prepare them to meet any life’s financial challenges.

Magda earned an M.B.A. from DePaul Kellstadt Graduate School of Business and a B.S. in Finance from the University of South Florida. She holds the FINRA Series 7 and 66 securities licenses.

Passionate about giving back to her community, Magda volunteers with One Tail at a Time, a local dog rescue. She resides in the Lakeview neighborhood with her husband and their two dogs and while not in the office she enjoys running, traveling and reading.

Christy brings over 15 years of financial services experience. She began her career in 2003 as a Euro Dollar Options trader. She will be responsible for supporting the team in all phases of client relationship management. Christy will strive to exceed your expectations by providing attentive, high-touch personalized service. 

Christy graduated from Franciscan University with a BS in Business Administration. She lives in Palatine with her husband, Wayne and their three children, Bo, Brock, & Titus.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, MA, MD, ME, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI

With more than 15 years of experience at UBS, Kim has obtained her Series 7 and Series 63 securities licenses, along with completing the Wealth Management Education program. Prior to joining UBS Kim worked with Nick Paterakos at Mesirow Financial for 18 years. She helps the team by providing assistance in implementing asset allocation strategies once agreed to by the team and the client. Kim is also a first contact for clients needing administrative assistance.

Kim and her husband, Ira, live in the southwest suburbs of Chicago.

Registered States:
AR, AZ, CA, CO, FL, GA, IL, IN, KY, MA, ME, MI, MN, NE, NJ, NM, NV, NY, OH, OR, SC, TX, UT, VA, WA, WI

Ms. Barney has an extended and accomplished tenure in the financial services industry. Prior to working at UBS, Ms. Barney had excelled for over 20 years at positions servicing both individual and institutional clientele at her former firms including; Merrill Lynch, Morgan Stanley and Calamos Investments. Within the Read Group, Ms. Barney utilizes her experience to head all client management, portfolio execution and operational activities. She is uniquely qualified to handle the ongoing needs of clients by combining her experience with her achievements in obtaining and maintaining the Series 7, 63, 66 and insurance licenses, as well as, being accredited as a Chartered Retirement Planning Counselor (CRPC®).

Away from the office, Ms. Barney takes time to support community activities through volunteerism at local food depositories and shelters. She celebrates the distinctive heritage of being a first generation Serbian-American and currently resides in the southwest suburbs of Chicago with her two beautiful daughters.

Registered States:
AZ, CA, CO, DC, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NY, OR, TN, TX, UT, WI

Clare joined UBS Financial Services, Inc. in 2017. She specializes in anticipating client needs, providing solutions and delivering proactive concierge-level services tailored to our clients' individual wealth management situations. Clare is primarily responsible for account administration, including deposits and disbursements, banking services, online access and scheduling for the entire team. Clare is a recent graduate of the University of Illinois Urbana-Champaign with a BS in Agriculture and Consumer Economics, with a concentration In Financial Planning. When not in the office, she enjoys running, dance, and spending time with family.

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

Holli takes a leadership role in all aspects of client service and administration. 

Drawing on over 20 years of industry experience, she effectively simplifies clients' financial lives through timely communication, extraordinary service and a conscientious attention to detail.  Holli earned her degree from Eastern Illinois University. 

An avid reader, she enjoys participating in the management of her two sons' sports and academic teams.  Holli and her family reside in Oakwood Hills, Illinois.