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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Barry Dupuy Profile Photo

    Barry Dupuy

    Senior Vice President–Wealth Management

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    Barry was raised in Geneva, Switzerland where he attended the International School of Geneva. He returned to the United States for college and attended Taylor University in Indiana where he earned a Bachelor of Arts degree in International Business. Barry has been working as a financial advisor with UBS since 2001. His primary role involves working with clients to develop customized investment solutions to help them pursue their long term goals and objectives. Barry lives in Glen Ellyn with his wife, Julie, and their 3 children.

      • Taylor University, B.A. International Business
      • Wealth Advisor
      One Tower Lane
      Oakbrook Terrace Tower, Suite 1700
      Oakbrook Terrace, IL 60181
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      Patricia "Patti" Rice

      Senior Client Associate

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      Patti has been a member of the financial services industry since 1979 and has worked for PaineWebber/UBS Financial for 21 years. She graduated from Amos Alonzo Stagg High School in Palos Hills, Illinois and attended Eastern Illinois University. Patti lives in Hickory Hills, Illinois with her husband and their daughter.

        • Eastern Illinois University
          One Tower Lane
          Oakbrook Terrace Tower, Suite 1700
          Oakbrook Terrace, IL 60181

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