Jonathan has been in the financial services industry for the past 12 years.  Prior to joining UBS in 2009, he was with Smith Barney where he focused on the needs of high net worth families, corporate executive financial services and equity compensation programs.  Jonathan's group worked with several Fortune 500 companies. 

In 2011, Jonathan received the UBS Comprehensive Wealth Manager and New Relationship Leader awards.  He was also part of Smith Barney's Blue Chip Council in 2006, 2007 and 2008 which recognizes the top financial advisors in their class.  Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales - Swansea. 

Registered States:
AR, AZ, CA, CO, CT, FL, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WI

Shawn has more than 10 years of experience in the financial industry.  Prior to joining UBS Financial Services Inc., he was a partner at a prominent Chicago law firm specializing in securities law.  He is currently a Financial Advisor and a Chartered Retirement Planning Counselor (CRPC®), a designation awarded by the College for Financial Planning.

A graduate of Northwestern University with a B.A. in political science, Shawn then went on to earn a J.D. with honors from Chicago-Kent College of Law.  He subsequently obtained his Series 7, 31 and 66 securities licenses, as well as life, health and annuity insurance licenses.   

Registered States:
AZ, CA, CO, CT, FL, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WI

Mark received a Bachelor's Degree in Pharmacy from the University of Toledo in 1977, and was a hospital pharmacist at Good Samaritan Hospital for 8 years.  He obtained his Masters degree in Business Administration from the University of Dayton in 1984, majoring in Marketing and Finance, and started his financial services career at Shearson American Express in 1985.  Mark held executive level positions in Ohio before moving to Chicago in 2007 to become manager of the UBS complex office, One North Wacker Drive, downtown Chicago. In December 2008 Mark formed the Zaharski/Smith Wealth Management Group to focus his efforts on managing wealth for a select clientele.  Mark works with business owners, professionals, retirement plans, endowments and entrepreneurs. He focuses on his clients as individuals, carefully evaluating their risk tolerance, goals and objectives, and works to create a financial plan that’s right for them.  Mark leverages the Zaharski/Smith Wealth Management Group’s core strengths and capabilities as a way to ensure the financial health of all of his clients. Mark is married to Donna Zaharski, another member of the Zaharski Smith Wealth Management Group.  Together they have two daughters, Kelly and Kristen, and three grandchildren Zachary, Emily and Samantha.  Mark enjoys golf, cross country skiing, travel, is an avid reader and frequents Harbor Springs, Michigan to enjoy the weather above the 45^th parallel.

Registered States:
AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Donna received her degree as a Registered Radiologic Technologist in 1974 and subsequently became the Director of the Special Procedures Unit and Cardiovascular Lab at a major medical center.  After 13 years of hospital experience she was invited to join Siemens AG in 1987 as a sales representative in the Ultrasound Division. In 1991, Donna joined Paine Webber as a Financial Advisor in their Toledo, Ohio office.  Donna obtained the designation of Certified Financial Planner (CFP ®) in 2007 and relocated to UBS in Chicago that same year. Currently as Vice President – Wealth Management, Donna focuses on retirement and estate planning for both individuals and businesses.  She develops customized financial plans, guiding portfolios through the phases of wealth accumulation, wealth preservation and wealth transfer. Donna is married to another member of the team, Mark Zaharski.  They live in Chicago near their two daughters Kristen and Kelly and their three grandchildren Zachary, Emily and Samantha.   Donna is a member of Bears Care which supports breast and ovarian cancer research and treatment programs in Chicago.

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

Steve received a Bachelor's degree in Business Administration from Truman State University in 1993 and has since devoted his entire career to working at UBS.  Steve obtained the highly regarded Certified Investment Analyst (CIMA®) certificate in 2004 and the Certified Financial Planner (CFP®) in 2006.  In 2004, Steve co-founded a wealth management team which has transitioned into the Zaharski/Smith Wealth Management Group.  Steve utilizes his advanced analytical skill set to help high net worth individuals develop goal oriented investment strategies.  He evaluates a clients entire financial picture to implement a plan that is customized based on their agreed upon needs and aspirations.  Helping families confidently accumulate, preserve, and transfer wealth through our planning based approach, allows families to successfully achieve their critical life goals. Steve believes in giving back and participated in a UBS mentorship program where he provided a small business owner with six months of pro bono financial advice.  Continuing as a mentor, Steve has been working with a U.S. Veteran transitioning to a business career. After losing his wife in December 2011 to a 16 year battle with metastatic breast cancer he became actively involved in supporting breast cancer research and organizations that help care for cancer patients and their loved ones.  Steve, his wife Gale and their 3 children Grace, Charlie and William reside in Hinsdale.  Steve enjoys coaching their children's soccer teams as well as their annual ski trip out West.

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

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

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

Tawana's career in the financial industry began in banking where she held various positions including bank teller, personal banker, teller supervisor and office manager.  In 2000, she began working in the financial services industry as a Registered Client Service Associate and has developed a keen understanding of the trading platforms, operations and technology within the firm.

Tawana has a Bachelor's Degree in Business Administration from Chicago State University and currently holds her Series 7, 63 and 66 licenses.   

Registered States:
AZ, CA, CO, FL, IL, IN, KS, MA, MD, MI, NY, OH, OR, PA, SC, TN, TX, WA, WI

Tom has been in the financial services industry for over 30 years.  Prior to joining UBS in 2017 he worked as a financial advisor with North South Capital in Chicago.  In the past Tom has served as the manager of the Unit Trust Department at First Union Securities which later became Wells Fargo.  He has also worked on the Municipal bond desk with Prudential Securites.

Tom graduated with a degree in Business Admininstration from St. Ambrose University and has an MBA from Loyola University of Chicago with a concentration in Finance.  He currently holds  Series 7 and 66 licenses.

Registered States:
FL, IL, IN, MA, NY, OH, TN, TX, VA, WI

A key member of the Zaharski/Smith Wealth Management Group since 2008, Alexandra works closely with clients close to retirement, developing customized financial plans for their retirement needs and lifelong goals.  Her priority is to help her clients get the plans they need while they still have the ability to affect the outcome.   Alexandra graduated from Tulane University in New Orleans, and began her career with UBS Financial Services Inc. in 2005. She holds the FINRA Series 7 and Series 66 security licenses, her life insurance license, and received her Wealth Strategy Associate title in 2012.  Alexandra's work with both qualified plans and retirement-age individuals prompted her to study for the advanced Chartered Retirement Planning Counselor^SM designation, which she received in June 2012.  Alexandra, her husband Donnie and their two children live in Chicago.  Alexandra is a devoted runner and enjoys travelling with her family.

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

Mario provides client relationship building and business development for the Zaharski/Smith Wealth Management Group.  His focus is on establishing trust with clients while demonstrating his industry experience in facilitating their needs.  Solidifying client relationships and giving them peace of mind, is his ultimate goal.

Mario began his career in the securities industry in 1987 with Oppenheimer & Company.  He graduated Elmhurst College in 1994.  He holds FINRA Series 7, 63 and 65 licenses.

Mario is an amateur writer, enjoys biking and old movies.

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