Experience Makes all the difference

Our Mission

Omni Wealth Management Group’s mission is to assist our clients in navigating today's ever-changing economic and capital markets landscape. We work collaboratively with each client to implement solutions consistent with their unique financial policies, goals and objectives. This ensures our client's ability to meet their needs of today, while instilling confidence towards their future aspirations. The foundation of Omni's philosophy is to protect and guard our clients against exposure to unnecessary risk.

Our Approach

Omni Wealth Management Group recognizes that every client is unique. When partnering with you, our team is committed to investing the necessary time to fully understand your needs, preferences and desires. Whether you are looking to accumulate, preserve or distribute your assets, Omni will develop a tailored plan for you utilizing our state-of-the-art resources. We apply a planning-based methodology to develop, execute and monitor your plan. This framework provides us the ability to address and manage all aspects of our client’s financial life in a coordinated, integrated manner. Omni Wealth Management Group takes a rigorous, relentless and disciplined approach towards managing your wealth.

Our Service

Omni Wealth Management Group's priority is to deliver an exceptional client experience, by providing you with responsive, personalized and thoughtful service. You’ll recognize the same familiar voices on the phone and we’ll recognize yours. Personal connections matter and that’s why we celebrate our clients’ greatest accomplishments, but we also offer support and counsel during life’s more challenging times.

Though we are an experienced and seasoned team of professionals with access to one of the world’s largest suite of industry-leading solutions and intellectual capital, what matters most to us is that we maintain our client's trust. Be assured that your financial well-being is our passion—it’s at the core of what we do.

Paul E. Lee, CRPS®, CRPC®

Senior Vice President - Wealth Management
Director
Senior Portfolio Manager
Retirement Plan Consultant
847-277-2133
paul.e.lee@ubs.com

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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 clients in business succession planning, estate minimization, philanthropic planning, and tax management.

Paul currently serves as the Investment Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation, has served on 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 Chartered Retirement Planning Counselor (CRPC®), a Chartered Retirement Plans Specialist (CRPS®), and an Accredited Investment Fiduciary (AIF®). 

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


Registered States:
AL, AR, AZ, CA, CO, CT, FL, ID, IL, IN, KY, MA, MI, MN, NM, NV, NY, OR, PA, SC, TN, TX, WI


David Fred Nelson

Senior Vice President - Wealth Management
Financial Advisor
847-277-2121
david.f.nelson@ubs.com
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With over forty years of industry experience, Dave is responsible for business development with retirees, executives, and entrepreneurs.   As a long-time resident and former Mayor of Barrington, David has deep relationships in the community.  His influence and efforts has made a difference in the lives of a countless number of people.    

David currently serves as the Cuba Township Supervisor, the Vice Chair of the Board of Trustees of the Barrington Area Conservation Trust, the President of the Board of Directors of the Preservation Foundation of the Lake County Forest Preserves, and is a Life-Time Director of the Barrington Area Community Foundation.

David received a B.S. in Marketing from Northern Illinois University, while running Varsity Track.

David and his wife, Carol, reside in Barrington and are parents to Claire, Brooke, & Dylan and proud grandparents of Eloise, Millie, Mabel, Laing, & Wells.


Registered States:
AL, AR, AZ, CA, CO, CT, FL, ID, IL, IN, KY, MA, MI, MN, NM, NV, NY, OR, PA, SC, TN, TX, WI


Ryan T. Lindgren, CFP®

First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
847-277-2131
ryan.lindgren@ubs.com
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With Omni Wealth Management Group, Ryan focuses on the group'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 earned the coveted CERTIFIED FINANCIAL PLANNER (CFP®) designation 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, AR, AZ, CA, CO, CT, FL, ID, IL, IN, KY, MA, MI, MN, NM, NV, NY, OR, PA, SC, TN, TX, WI


Jacob R. Niggemann

Senior Wealth Strategy Associate
847-277-2103
jacob.niggemann@ubs.com

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With Omni Wealth Management Group, Jake focuses on the group's investment strategies and portfolio trading.   Serving as a relationship manager for the team, 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, mutual work for our 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:
AR, CA, FL, IL, IN, MI, MN, NY, SC, WI


Nancy Horn

Senior Registered Client Service Associate
847-277-2120
nancy.horn@ubs.com

Nancy supports the team in all phases of client relationship management, continually striving to exceed clients’ expectations by providing them with attentive, high-touch personalized service.   Her responsibilities include: addressing the group’s operational needs and is the key point of contact for clients.  She enjoys helping them with their service requests is dedicated to providing an exceptional client experience.

Nancy received a B.S. in Marketing from Southern Illinois University.

Nancy resides in Palatine with her daughter, Bridget.


Registered States:
CA, IL, NY, WI