Paul serves as a relationship manager for the team providing advice and guidance to clients.  He draws upon his deep experience as a Certified Public Accountant to assist clients in business succession planning, estate minimization, philanthropic planning, and tax management.

Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation for eight years, and has chaired investment, governance and development committes for multiple non-profits.

Paul received a B.S. in Accounting from the Kelley School of Business at 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 Certified Exit Planning Advisor, a Chartered Retirement Planning Counselor (CRPC®), a Chartered Retirement Plans Specialist (CRPS®), and an Accredited Investment Fiduciary (AIF®). 

Paul has been recognized as an industry leader as a 2019, 2020 Forbes Best-in-State Wealth Advisor in Illinois.

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

Registered States:
AL, AZ, CA, CO, DC, FL, 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

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 designation of Certified Investment Management Analyst (CIMA®) from the Booth School at University of Chicago and is a CERTIFIED FINANCIAL PLANNER (CFP®) Ryan 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 with their children, Isla and Greyson.

Registered States:
AL, AZ, CA, CO, DC, FL, 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

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 children, Colette and Conrad.

Registered States:
AL, AR, AZ, CA, CO, 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

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, and 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