Senior Vice President–Wealth Management
Financial Advisor
Tom has 32 years of financial experience, with the last 27 at UBS Financial Services. Tom's primary focus is managing investments for affluent families, especially in retirement years.
He attended DePaul University's Business School, obtaining a bachelor's degree in finance and accounting. He has achieved Series 7, Series 66, Series 63, and an insurance license.
Tom is married and has three children and nine grandchildren, who live in the Chicago area, and with whom much time is spent together. Tennis and exercise are long time interests. For the past 23 years, Tom has been the Treasurer for the Legacy Club Homeowners' Association and the Treasurer for the Hybernia Homeowners' Association in Highland Park, Illinois.
CA Insurance License: 0D35949
Education
Senior Vice President–Wealth Management
Financial Advisor
Tom has 32 years of financial experience, with the last 27 at UBS Financial Services. Tom's primary focus is managing investments for affluent families, especially in retirement years.
He attended DePaul University's Business School, obtaining a bachelor's degree in finance and accounting. He has achieved Series 7, Series 66, Series 63, and an insurance license.
Tom is married and has three children and nine grandchildren, who live in the Chicago area, and with whom much time is spent together. Tennis and exercise are long time interests. For the past 23 years, Tom has been the Treasurer for the Legacy Club Homeowners' Association and the Treasurer for the Hybernia Homeowners' Association in Highland Park, Illinois.
CA Insurance License: 0D35949
Education
Financial Advisor
Education
Financial Advisor
Education
Senior Client Associate
Patty started in the industry in 1983. She began her career working in the operations area and eventually advanced to the Operations Manager position. After realizing her true passion was working directly with clients, she made the transition to working with financial advisors as a Client Associate.
Patty joined UBS in 2005 and started working with Tom, which evolved into Dynasty Wealth Management, in 2017. She has her Series 7 and Series 63 licenses and currently serves as a Senior Registered Client Associate.
Patty grew up and currently resides in the south suburbs of Chicago and has two adult children, Courtney and Josh.
Senior Client Associate
Patty started in the industry in 1983. She began her career working in the operations area and eventually advanced to the Operations Manager position. After realizing her true passion was working directly with clients, she made the transition to working with financial advisors as a Client Associate.
Patty joined UBS in 2005 and started working with Tom, which evolved into Dynasty Wealth Management, in 2017. She has her Series 7 and Series 63 licenses and currently serves as a Senior Registered Client Associate.
Patty grew up and currently resides in the south suburbs of Chicago and has two adult children, Courtney and Josh.
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.
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.
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