Insight-based advice

Empty boardroom

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

Three people sitting in office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Thomas Kret Profile Photo

    Thomas "Tom" Kret, CRPS, CIMA

    Senior Vice President–Investments

    • image
    • image
    • image
    • AZ
    • FL
    • IL
    • IN
    • MA
    • NH
    • NM
    • NV
    • NY
    • OR
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Tom is a Senior Retirement Plan Consultant and Institutional Consultant with more than 30 years of experience working with retirement plans. He works closely with Plan Sponsors to  navigate ERISA best practices for their plan, as well as optimize plan design in order to achieve superior retirement outcomes for their participants.

    Tom is a Certified Investment Management Analyst (CIMA), a Chartered Retirement Plan Specialist (CRPS) as well as an Accredited Investment Fiduciary (AIF), and is part of a select group of approximately 95 Financial Advisors authorized by UBS to provide institutional consulting services. He has been a consultant since 1987, and is considered one of the foremost experts on Multiple Employer Plans. 

    Prior to beginning his career, he earned his M.B.A. in International Finance from Thunderbird School of Global Management, and a B.S. in finance with a minor in Spanish at Western Illinois University.

    • Thunderbird School of Global Management, M.B.A. International Finance
    • Western Illinois University, B.S. Finance
    • Institutional Consultant, UBS Institutional Consulting Program
    • Senior Retirement Plan Consultant
    303 East Main Street
    Barrington, IL 60010
  • John Bodolay Profile Photo

    John Bodolay, CFP, CIMA

    Senior Vice President–Investments

    • image
    • image
    • image
    • AZ
    • CA
    • FL
    • GA
    • IA
    • IL
    • MA
    • MI
    • NC
    • OR
    • PA
    • TX
    • VA
    • WI
    For over 30 years John has helped clients manage their wealth through good times and bad. He has particular expertise in working with corporate clients, foundations and endowments. Prior to his start in the industry, John earned his B.B.A. in Finance from the University of Notre Dame.

      • University of Notre Dame, B.B.A. Finance
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Institutional Consultant, UBS Institutional Consulting Program
      • Retirement Plan Consultant
      303 East Main Street
      Barrington, IL 60010
    • Valerie Erfort Profile Photo

      Valerie Erfort

      Wealth Management Associate

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • IA
      • IL
      • IN
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI

      Valerie has been with UBS Financial Services, Inc. for over 16 years. In that time, her main goal has been to build strong, lasting relationships with clients. During the last 4 years, she has been working with the Barrington Institutional Consulting Group in providing support as they navigate the ever changing retirement plan landscape. Valerie is dedicated to providing our clients with the very best of what they need.

      Valerie has over 15 years of experience in financial services and holds her Series 7, 63 and 65 licenses.

            303 East Main Street
            Barrington, IL 60010
          • Monica Jablonski Profile Photo

            Monica Jablonski

            Branch Office Administrator

            • image
            • image

              Monica is currently a Client Service Associate and working on Tom Kret's team.  She has been with UBS for 4-1/2 years in a variety of capacities, ranging from the Branch Office Administrator, the Security Manager and the Branch Technology Liaison to this new position specializing in retirement plans.

              Monica has provided leadership for her branch in community involvement, coordinating events to help people in need.  She was recognized as one of the dedicated volunteers on UBS' Season of Service Wall of Fame.  Monica has distinguished herself through her work ethic, her warmth and professionalism with clients and her performance.  She also holds a FINRA Series 7 license and is working on achieving her Series 66.

              Monica has 4 grown children and 2 grandchildren.  Both her daughters and one son-in-law also work for UBS.  She has a passion for dance, especially since she owned a dance business for 25 years.  She loves spending time with family and friends and loves traveling.

                    303 East Main Street
                    Barrington, IL 60010
                  • image

                    Joseph Frank Dinelli Jr.

                    Client Associate

                    • image
                    • image

                            303 East Main Street
                            Barrington, IL 60010
                          • image

                            Pamela Matijevic

                            Senior Client Associate

                            • image
                            • image
                            • FL
                            • IL
                            • NY

                                  303 East Main Street
                                  Barrington, IL 60010

                                The circular economy: What is it?

                                Retirement planning

                                Retirement planning

                                Multigenerational planning

                                Multigenerational planning

                                Legacy—Wealth for others

                                For needs that go beyond your own—to help you improve the lives of others

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager