Since 1991, Laurie has been helping clients to achieve their financial goals. She is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, she is qualified to provide highly personalized, holistic wealth management to her clients. Laurie starts with a conversation to build a personal relationship and understand your needs and aspirations. As your personal advocate, she can provide you with advice that is tailored to your unique circumstances and priorities. Over time, she will continue to adjust your plan should circumstances change—so you can embrace your financial future with confidence, no matter what the environment.

Laurie is a recurring guest on WGN radio and has appeared on the First Business News and WCIU-TV Chicago to discuss her views on the market, marriage and financial planning.

She has been featured in a number of publications, including “Know when and how to sell your business” on Entrepreneur.com, Fox News and “Can you afford to get divorced?” in Make It Better.

She was named a 2017 Chicago Woman of Influence by The Chicago Business Journal for having a significant impact on her community and beyond, as well as a Top Wealth Advisor Mom by Working Mother (2018-2020) for her ability to successfully balance work and family. Also, most recently, she has been recognized as a Forbes Best-In-State Wealth Advisors in Illinois (2020-2021) and a Forbes Top Women Wealth Advisor in the US (2020).

Laurie is a member of the Professional Women’s Club of Chicago (PWCC), where she previously served as president, and LSC for Chicago Public Schools. Laurie has been a mentor at Camp CEO–one of Girl Scouts of Greater Chicago and Northwest Indiana’s premier leadership development experiences for teen girls, and has coached basketball at Lakeview YMCA. Additionally, she has volunteered for other organizations for women including Deborah’s Place, a Chicago women’s shelter where she taught the basics of finance, and Between Friends, where she completed 40 hours of domestic violence training and answered the crisis line for many years.

Laurie received her bachelor of liberal arts and science in speech communications/business from the University of Illinois at Urbana-Champaign and has earned the Certified Financial Planner^TM certification from the College for Financial Planning. She holds the Series 7 and 65 securities licenses, as well as life insurance licenses.

Laurie is also a supporter of and contributor to the Avon Breast Cancer Program and Alzheimer’s Memory Walk. Laurie and her husband, Mark, have two sons and one daughter. They live in Chicago.

Registered States:
AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MI, MN, MO, MT, NM, NY, SC, TN, TX, WA, WI

Everly began her career in the Financial Services Industry and at UBS since 2007 and has been a part of the Barry Wealth Consulting Group since December 2010. She enjoys the interaction she has on a daily basis with their clients and relationships they have. Her responsibilities include organizing different aspects of the team's business and developing financial plans for clients. Everly has earned her Series 7 and 66 licenses, and Life & Health Insurance license, and is looking forward to the next steps in her certifications. As Everly says, "The more I learn about this business, the more it will benefit me and our clients."

Everly graduated from University of Missouri – Columbia with a degree in Interdisciplinary Studies with an emphasis in Personal Financial Planning and Sociology in 2006 and now her and her husband are both proud Chicagoans. In her free time, Everly enjoys spending time with her friends, visiting Chicago museums, going to concerts, and is an avid lover of all things yoga.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, WA, WI

Abbie joined the Barry Wealth Consulting Group in 2017 as an intern and became a full time Client Service Associate in May 2019 after graduating from DePaul University with a Bachelor of Science in Business in Economics. Abbie works closely with the team to deliver exceptional client service and attention to detail.

Abbie is originally from Ottawa Hills, Ohio and currently lives in Chicago. In her free time, you can find Abbie spending time with her family, running, traveling, reading, skiing and exploring the city. 

Registered States:
AR, AZ, CO, FL, GA, HI, ID, IL, IN, MA, MI, MN, MO, MT, NM, NY, SC, TN, TX, WA, WI