With almost three decades of experience in the financial service industry, Scott brings deep knowledge of the markets, risk management and financial planning to our team's clients. He is the co-founder of The Harman Curio Group and joined UBS in January, 2012, attracted to the firm's award winning research and commitment to client service.

Scott is a Senior Portfolio Manager that allows him to customize each of our client's portfolios on both a discretionary and non-discretionary basis to help mirror their lifestyle, financial goals, and risk tolerance. To better address the ever changing planning needs for our clients, Scott earned The Certified Private Wealth Advisor designation, administered by The Investment Management Consulting Association and taught in conjunction with The University of Chicago Booth School of Business. He received a bachelor's degree in Finance from The School of Business at The University of Illinois in Champaign-Urbana.

Through a consultative process, Scott guides clients with a holistic view of their current financial situation, then designs, implements and monitors a comprehensive investment plan to help achieve their goals. He follows a disciplined process that focuses on gaining a critical understanding of client's objectives to develop a blueprint that delivers a highly customized wealth management strategy. His areas of concentration include retirement and estate planning strategies as well as developing specific strategies to help minimize taxes, monetize and preserve assets, maximize growth, and transfer wealth.

What Scott cherishes most is his family and friends. Happily residing in Lake Zurich, he is a devoted husband to his wife Amy, and a loving father of three beautiful children. In his free time Scott enjoys spending time with his family and friends, traveling and playing the guitar.

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

As a registered investment professional for more than 22 years, Jeff implements wealth management strategies for our team's clients. He will identify and analyze challenges facing high-net-worth individuals and develop specific strategies to help minimize taxes, monetize and preserve assets, maximize growth and transfer wealth.

Jeff achieved the designation of Certified Private Wealth Advisor through The University of Chicago Booth School of Business and earned a B.S. in Corporate Communications from Northern Illinois University. He also earned the designation of Senior Portfolio Manager, a program offered through the Portfolio Management Program at UBS that enables him to customize each of our client's portfolios on both a discretionary and non-discretionary basis to suit their financial goals and risk tolerance.

Through a structured process, Jeff develops specific strategies to help address the accumulation, distribution, and legacy phases of investing. Some of his areas of concentration include retirement income planning, estate planning, risk management, and tax-efficient strategies. He will help develop a customized wealth management plan that will address key areas of your financial life beyond traditional investments. Your plan may incorporate recommendations that can help with wealth enhancement, wealth transfer, wealth protection or charitable giving. Jeff currently holds his Life and Health Insurance Certificates as well as multiple FINRA Securities Licenses such as the Series 7, 8, 63 and 65.

Jeff is a lifelong resident of Chicago where he lives with his wife Melissa and their three sons Nicholas, Vincent and John. When he is not coaching his children's various sport teams, he enjoys traveling and volunteering with several charitable organizations.

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

An industry veteran with more than 30 years of experience in the financial services industry, Tom is dedicated to assisting organizations in navigating best practices for their retirement plans, and in turn, enhancing the retirement outcomes for their plan's participants.

Tom graduated with a Bachelor's Degree in finance and a minor in Spanish from Western Illinois University and earned his M.B.A. in international finance from the Thunderbird School of Management.  He is a member of Toastmasters International and a board member of Good Shepherd Manor Foundation.  In his spare time, Tom enjoys boating, snow skiing and golfing.  He and his wife, Bobbie, have one son, Blake, and live in Barrington, IL.

Registered States:
AZ, FL, IL, IN, MA, NH, NM, NY, OR, SC, TN, TX, UT, WA, WI

Terry brings over ten years of experience in the financial services industry to the team. He came to UBS with prior experience at Morgan Stanley where he developed a strong background in client service and relationship management. Terry graduated from the University of Illinois at Chicago with a bachelor’s degree in finance and certificate in entrepreneurship. In 2015, he earned the Chartered Retirement Planning Counselor^SM designation through the College for Financial Planning. He holds active series 7 & 66 licenses. Terry is a devoted father to his son, Louis. His hobbies include golf, web development, culinary arts, and volunteering in the community. A Chicago native, he is fluent in Korean and resides in Chicago’s north side.  

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

Katie began her career as a Client Services Associate for the Hartman Curio Group at UBS Financial Services in April of 2017. She brings an extensive customer service background to the team. Katie holds a Bachelors Degree with Honors in Psychology from Northwestern University. Originally from Sonoma County in Northern California, Katie now resides in Deerfield with her boyfriend James. She remains involved with the Northwestern University community and enjoys photography and training her dog Moose.