Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Paul R. Coyner, CRPS®
Paul R. Coyner, CRPS®, has over 22 years of experience working in the financial services industry. Early in his career Paul worked as an Industrial Engineer for several years. After receiving his MBA from Notre Dame he moved into commercial lending and then became a successful bond trader with Goldenberg, Hehmeyer & Co., a futures and options clearing member of the Chicago Board of Trade. Paul's understanding of the global markets and his diverse background was the perfect foundation for his career as a financial advisor which began in 2005 at Morgan Stanley. Paul has built a successful practice working with numerous companies through his expertise of 401(k)/Profit Sharing plan design and management in addition to the management of pension and deferred compensation plans. In each case, Paul is able to act as an RIA in a fiduciary capacity. He also works with several high net worth families by utilizing the many investment products and financial planning tools that UBS has to offer.
In 2015, Paul joined UBS Financial Services as a First Vice President, Senior Retirement Plan Consultant and Portfolio Manager. Paul's focus is on creating wealth and security for his clients by putting together comprehensive "tax efficient" solutions. The importance of being "retirement ready" which incorporates an aggregate view of employee benefits helps lead to his clients overall "financial wellness." Understanding client needs and delivering solutions to exceed their goals is the focus of his practice. Attention to detail and dependability are foundational principals that have guided him through his career.
Paul was named to the 2015 Financial Times Top 401 Retirement Plan Advisors list, in addition to being named a 2015 Five Star Chicago Wealth Manager. In 2009 and 2010, Paul was also an integral member of a team that was recognized by Plan Sponsors as PLANADVISER's Top 100 Retirement Plan Advisers for 2010.
Paul earned an MBA with honors from the University of Notre Dame in 1992 after receiving an Industrial Engineering degree with honors from Northeastern University in 1987. Paul has been married to his wife, Dina, for 27 years and they have four boys. He has coached his kids in soccer, baseball and basketball and enjoys attending concerts and playing tennis in addition to golf in his spare time.
Registered States: CO, DE, FL, IL, MA, PA, WI
CO, CT, DE, FL, IL, MA, NC, PA, WI
Jeffrey H. Becker, CFP®
First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Jeff Becker, CFP®, First Vice President – Wealth Management, has spent the past 17 years helping individual clients with all aspects of financial planning, including asset allocation & personal investment strategies, college funding, 401(k) advice, life insurance, annuities, long-term care, retirement and estate planning. Licensed in 18 states, his clients are located around the country, travelling where he is needed. As a firm believer that everyone should have a written financial plan, his process begins with building a Financial Goal Analysis (FGA) for every prospect and client. The FGA assesses financial goals, objectives, risk tolerance, time horizon and allows for various "what-if" scenarios, making it a very robust and useful planning tool. Recommendations are implemented on an annual advisory fee basis. In addition to individual/family financial planning, Jeff also plays an active role in 401(k) enrollment, education, and personal financial guidance & best practices.
Jeff joined UBS Financial Services in 2001 as a Financial Advisor, and received the Central Division Advisor Award for Outstanding Achievement for the Class of 2001. In 2007 he received his Financial Planning certificate from DePaul University, and three months later earned his CFP® mark by passing the 10-hour exam and fulfilling the education, examination, experience and ethics requirements. Additionally, Jeff must complete 30 hours of continuing education every two years to maintain his active CFP® certification. Prior to UBS, Jeff was Director of Sales & Marketing for Hawker Energy Products, a rechargeable battery manufacturer located in Warrensburg, MO. His last few years at Hawker were spent building an International sales network.
Jeff grew up in Normal, IL where he attended Normal Community High School. He earned his BS in Marketing at Eastern Illinois University and was a Founding Father of the Zeta Rho Chapter of Delta Tau Delta fraternity. Jeff now lives in Naperville, IL and has been married to his wife, Lisa, for 26 years. He has a daughter that graduated from Cal Poly in 2017, another daughter that currently attends Cal Poly, and a son that goes to Naperville Central High School. When not watching his kids play soccer, Jeff enjoys travelling, golf, anything in Colorado, and a good glass of wine.
Registered States: AZ, CA, FL, GA, IA, ID, IL, IN, MI, MO, NC, NY, RI, SC, TN, VA, WA, WI
AL, AZ, CA, FL, GA, IA, ID, IL, IN, MI, MO, NC, NY, RI, SC, TN, VA, WA, WI
Russell P. Coyner
Russ joined the Coyner Wealth Management Group in early 2016. Prior to joining the team at UBS, Russ worked at Prudential Securities. Russ brings a youthful passion to the team and a dynamic personality that works well with company employees.
Russ is responsible for assisting with investment research and creating financial plans utilizing the firm's financial goal analysis tools. He also serves as an intermediary between HR team members and Retirement Plan Providers to ensure set deadlines are met, efficient processes are established and operational task items are completed on a timely basis. He assists with quarterly plan reviews and is instrumental in plan benchmarking and new proposals. Russ also serves as an additional resource for participant education and is available for participants to reach out to for any questions pertaining to their retirement account.
Russell earned a Bachelor of Arts degree in Communications from Northern Illinois University. Russ is FINRA registered and currently holds his series 6, 7, 63 and 66 license as well as Life & Health Insurance. Russ enjoys many sports (baseball, golf, etc..) and is an avid fitness enthusiast.
Registered States: IL
Patricia Anne "Patti" Trombetta
Senior Client Service Associate
Patti is a Senior Registered Client Associate with over 35 years of client service experience in the financial services industry. After beginning her career with Smith Barney in 1983. Patti achieved a professional goal in obtaining her Series 7 and Series 63 licenses. Patti handles the operations and administrative side of the business and is available to clients for their specific needs. Her efficient and detail oriented abilities are very important to our business.
Patti joined UBS Financial Services, Inc. in March 2016 after a 30+year career with Morgan Stanley Smith Barney. She lives in Lombard with her husband Mike, son Michael and daughter Andrea.
AZ, CA, CO, FL, IL, IN, MD, MI, MN, NC, NY, OH, PA, SC, TX, VA, WI