Financial planning tailored to your goals

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Bob began his career as a financial advisor in 1978 with Oppenheimer & Co. in Chicago, prior to which he worked in public accounting at Touche Ross & Co. In 1984, he joined the Northbrook office of Drexel Burnham which was subsequently acquired by PaineWebber and then UBS. As a Senior Vice President and Portfolio Manager Bob believes in disciplined long-term investing. This approach to wealth management helps clients focus on achieving their financial goals in both favorable and challenging markets.

Bob has a Bachelor of Science in Accounting from the University of Kansas and a CPA certificate from the University of Illinois. He and his wife are longtime residents of Libertyville and have four adult children and two grandchildren. Away from the office, Bob enjoys golf, running, philanthropy and spending time with his family.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Suzanne began advising clients at Merrill Lynch in 1983 and joined the UBS's Northbrook office in 2002. As a Senior Vice President and Certified Financial Planner (CFP®) Suzanne focuses on developing strong, multi-generational financial planning relationships, leveraging all the resources available at UBS. In her practice she helps clients identify and implement solutions for all types of planning and investment goals.   

Suzanne has a Bachelor of Science in Business Administration with honors from Millikin University.   She and her husband are longtime residents of Chicago's North Shore and have four adult children. Away from the office, Suzanne enjoys biking, traveling and spending time with her large extended family.

California insurance license number: 0I85121

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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With over 25 years' experience in both Wealth Management and Investment Banking, Rob strategically guides his clients toward their financial goals. He began his career as an Investment Banker spending six years at both William Blair & Company and EVEREN Securities (now part of Wells Fargo), advising his clients through several public financings, IPOs, and merger & acquisition transactions totaling over $2.5 billion. After leaving EVEREN, he served as Vice President & Senior Portfolio Manager in Wealth Management at Morgan Stanley. Rob finally joined UBS in 2009 in a similar capacity, where he's been a member of the Financial Advisor Advisory Council for the last seven years, and was recently awarded the Endowment & Foundation Consultant designation.

Rob is an alumnus of the University of Michigan, majoring in Political Science with minors in Business Administration and International Security Affairs.  He has received the Certified Investment Management Analyst (CIMA) credential from the Wharton School of Business, and has passed level II of the Chartered Financial Analyst (CFA) program.

Rob currently serves as Vice Chairman of the Advisory Board for the Chicago Police Memorial Foundation. He's also a graduate and former team leader of the National Outdoor Leadership School (NOLS), and is an avid traveler and a triathlete. Rob is involved in alumni relations volunteer work for the University of Michigan, and also has done volunteer work with the Mott's Children's Hospital in Ann Arbor, Special Olympics, Chicago Cares, and ACP Veteran Mentoring. Rob and his wife Becky have two daughters and a son, and live in the north suburbs of Chicago.

California insurance license number: 0I10970

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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Rachel has over 12 years of experience in the financial services industry and has enjoyed building strong relationships with clients over the years. She is passionate about the trust she has cultivated with each client and recognizes that it is the foundation to delivering a holistic wealth management solution. She often says, "I’m devoted to the principles of stewardship in order to help our clients realize their financial freedom.” In March of 2012, Rachel distinguished herself with the CERTIFIED FINANCIAL PLANNER™ certification. Her focus on Financial Planning and attention to detail helps position her to execute on strategic financial planning solutions for clients. Rachel graduated from Northern Illinois University with a Bachelor’s degree in Finance. In addition to her undergraduate degree, she has several registrations and securities licenses, including the Series 7, Series 66, Series 31 and is a Rule 144 Restricted Stock Specialist. Rachel also holds licenses for life, accident and health along with variable annuities.

Rachel is an active member of the Professional Women's Club of Chicago and the Barrington Junior Women’s Club, where she devotes most of her time to various philanthropic activities such as the Barrington Giving Day, Meals on Wheels, local scholarship programs, and the Sunny Hill Elementary School Reading Volunteer program. She has also been a proud volunteer with the Special Olympics for the past several years and is a longtime member of the Schaumburg Church of Christ. At the church, Rachel sits on the financial board and is responsible for issuing the monthly financial statements and annual budget to its members. Rachel and her husband Dan reside in Barrington, IL with their children Emily, Alexa, Jax. In her free time, Rachel maintains that spending time with her family and loved ones is top priority.

California insurance license number: 0M17857

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Patrick joined UBS in 2016. Since joining he obtained the Series 7 and 66 licenses and as of September 2019 is a CFA charterholder. Prior to UBS Patrick worked as an analyst for a private equity firm. He is from River Forest and attended Fenwick High School before going to the University of Illinois Champaign-Urbana where he received a degree in Economics with a minor in Business. He currently lives with his wife, Kelly, in Chicago and enjoys running and staying active.

California insurance license number: 4052739

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Marco joined UBS in January 2020 as a Registered Client Service Associate and brings experience from his previously held roles at both Merrill Lynch and JPMorgan. He attended Illinois State University and earned a Bachelor's degree in Finance with a minor in Financial Planning. He currently holds both Series 7 and 66 licenses. In August of 2022, Marco distinguished himself with the CERTIFIED FINANCIAL PLANNER™ certification. In his free time, Marco enjoys staying active and being around loved ones.

• CERTIFIED FINANCIAL PLANNER®

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Amy joined UBS as a Client Service Associate in May of 2018.   She comes from 10 years' experience as a Paralegal for a law firm in Chicago. After taking time to raise her 2 daughters, she began working as an office manager for an Elementary school in Elmhurst; overseeing daily operations and administrative needs. In her free time, Amy enjoys running, fitness and spending time at the lake with her friends and family.

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Kevin joined UBS as a Client Service Associate in June of 2022. He brings previous experience from UMB Fund Services, where he worked on their Alternative Investment Funds Operations team. He attended Indiana University where he received a Bachelor's degree in Public Financial Management and a minor in Financial Literacy. In his free time, Kevin loves spending time with his family on Lake Michigan, exploring Chicago with his friends, and staying active through recreational sports leagues.