Senior Vice President–Wealth Management
Laurie is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, she is qualified to provide highly personalized wealth management services to her clients. Laurie understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. That is why she offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, Laurie calls upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.
Laurie has worked in the financial services industry since 1991 and functions as a Wealth Advisor for her clients and her team. She enjoys making an impact on the families and businesses she services by developing the right strategies to help them pursue their goals.
Laurie received her bachelor’s degree from the University of Illinois in Champaign, IL, and has also earned the Certified Financial Planner™ (CFP®) certification from the College for Financial Planning. Laurie is a member of the Professional Women’s Club of Chicago, where she served as past president, and for many years, served as a board member of the Local School Council for Chicago Public Schools. In addition, she is a Girl Scout volunteer and has volunteered with other organizations for women including Deborah’s Place—a Chicago women’s shelter—teaching women the basics of finance, and Between Friends, where she has completed 40 hours of domestic violence training and answered the crisis line for many years. She’s a supporter and contributor to the Avon Breast Cancer Program and Alzheimer’s Memory Walk.
Outside the office, Laurie and her husband, Mark, have two sons and a daughter. They keep busy with cheering on and coaching their children’s various sports teams, and spending time at the lake.
California Insurance License # 0L12141
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Senior Wealth Strategy Associate
Everly began her career in the Financial Services Industry and at UBS since 2007 and has been a part of the Barry Wealth Consulting Group since December 2010. She enjoys the interaction she has on a daily basis with their clients and relationships they have. Her responsibilities include organizing different aspects of the team's business and developing financial plans for clients. Everly has earned her Series 7 and 66 licenses, and Life & Health Insurance license, and is looking forward to the next steps in her certifications. As Everly says, "The more I learn about this business, the more it will benefit me and our clients."
Everly graduated from University of Missouri – Columbia with a degree in Interdisciplinary Studies with an emphasis in Personal Financial Planning and Sociology in 2006 and now her and her husband are both proud Chicagoans. In her free time, Everly enjoys spending time with her friends, visiting Chicago museums, going to concerts, and is an avid lover of all things yoga.
Sage Catania is a Registered Client Service Associate with The Barry Wealth Consulting Group. Sage initially joined the team as an intern from 2020-2021. Following her college graduation, she began her career at Morgan Stanley.
Sage graduated from DePaul University in 2021 with a B.S. in Finance and minor in German, where she was also a member of Delta Sigma Pi, a professional business fraternity. She holds her FINRA Series 7 and 66 licenses.
Sage is originally from Algonquin, IL and currently resides in Lakeview East, Chicago. In her free time, she enjoys cooking, exploring Chicago, and trying new restaurants.