Experience Makes all the difference

We are passionate about working as a team for our clients, assisting them personally and professionally as we manage their wealth. Our aim is to develop the kind of trust and efficiency that is helpful in every aspect of your financial life as we help each client stay on track to live the life they’ve dreamed of in retirement.

Responsive and attentive, we have built long-lasting relationships by offering robust service that anticipates your needs.

Wesley Tate

Managing Director - Wealth Management
Financial Advisor
630-572-2288

email



Wes has been a senior Financial Advisor for over 26 years. He is a past member of the Corporate Treasury Cash Management Association. Currently, he is a Managing Director of Wealth Management and Financial Advisor. Wes lends his extensive wealth management experience to customize solutions and strategies for individuals, families, corporations and foundations. His areas of focus include asset allocation and portfolio construction, comprehensive Financial Planning, Fixed Income strategies and Corporate Cash Management.


Registered States:
AZ, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, MI, MN, MS, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI, WY


Alan Wojtowicz

Financial Advisor
630-572-2289

email



Experience to guide you forward
Al has been in the financial services industry for over 17 years. He works with a select group of affluent families and individuals with the goal of helping them to simplify the complexities in their financial lives by providing advice based on time-tested investment and planning principles. With his passion for helping people, Al enjoys helping clients navigate the financial world with holistic planning that will save them time, money, energy and stress.

Outside of UBS
In his free time, Al enjoys spending time with his wife Melisa and their three children, Owen, Amy and Sean.  His hobbies include golfing, listening to music and volunteering with his son through Boy Scouts of America.


Registered States:
AZ, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, MI, MN, MS, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI, WY


Michael Dastice

Senior Wealth Strategy Associate
Planning Specialist
630-572-2287

email



Experience to guide you forward
For more than 10 years, Mike has been working with the Tate Group team to develop various wealth management plans and strategies (both financial plans and investment plans). Using the Financial Goal Analysis planning tool and other UBS resources, he tailors each solution based on an understanding of a client's needs, goals and risk tolerance. By dedicating his time to helping them streamline their financial lives and make better financial decisions, Mike continues to make the Tate Group the  go-to relationship for all of their clients' financial needs.

Outside of UBS
Mike lives in the western suburbs of Chicago with his wife and son.


Registered States:
AZ, CA, CO, FL, GA, IL, IN, MA, MD, MI, MN, MS, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI, WY


Marcy Joan Kolnick

Client Service Associate
630-572-2286

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With over 30 years of experience in the industry, Marcy delivers the highest quality customer service by coordinating operational and administrative details.

She has been a member of the Tate Group for over 15 years, and maintains very strong relationships with the group's clients.

 

Outside of UBS

 

Marcy lives in a the Western Suburbs of Chicago  and enjoys spending time with her two children.


Rita Boudreau

Client Service Associate
630-572-2283

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Experience to guide you forward
Rita brings over 25 years of financial services experience to The Tate Group.  She joined UBS in 2011 as a Registered Client Service Associate. One of two Client Service Associates who manage the day to day operations of client accounts, she helps clients through the on-boarding process and maintains communication between clients, advisors and operational departments. She provides an excellent customer care experience.

Professional achievements and education

  • Series, 7 and 66 securities licenses

Outside of UBS
Away from the office Rita enjoys staying busy with her husband and three children.  Together they enjoy various sports and activities and just being a family.


Registered States:
AZ, CA, FL, GA, IL, TX


Anna Teresa Siwula, CDFA®

Wealth Strategy Associate
Certified Divorce Financial Analyst (CDFA®)
630-572-2284

email



Experience to guide you forward
Anna joined the team in 2013 with more than nine years of experience in the financial services industry. She focuses on banking, mortgages, financial planning and insurance solutions within the Tate Group. She is also the team's marketing specialist, organizing seminar events and coordinating client conferences. Prior to joining the team, Anna worked as a Licensed Personal Banker with JPMorgan Chase and Financial Specialist with PNC.

Professional achievements

  • Series 7, 65, 63, and 6 securities licenses as well as life insurance.

Outside of UBS
During her free time Anna enjoys traveling, cooking, walking with her dog, and spending time with her family and friends.


Registered States:
CA, FL, GA, IL, TX


Juan Castaneda

Client Service Associate
630-572-2285

email