Experience

As a Financial Advisor, Mike’s strongest assets are the relationships he has established with his clients. Drawing on 25 years of experience and knowledge, he offers customized holistic wealth management advice and designs plans that help his clients accumulate, preserve and transfer their wealth. After gaining a thorough understanding of his clients’ objectives, he helps them develop an investment strategy tailored to their needs and sets realistic expectations by clearly explaining the risks and rewards of the investments in their portfolios. Through regular contact with his clients, Mike keeps up to date on their ever-changing needs.

Mike is a member of the Board of Advisors for the Catholic Charities of the Archdiocese of Chicago and sponsors many local charities. He resides in LaGrange, IL with Suzanne, his wife of 25 years. They have two children, Grant and Zach. In his spare time, Mike enjoys traveling, golfing, playing baseball in addition to going to Chicago Cubs’, Hawks’ and Bears’ games.

Education and certification

• Certified Financial PlannerTM (CFP®)
• Chartered Financial ConsultantTM (ChFC®)
• Certified Investment Management AnalystTM (CIMA®)
• Private Wealth AdvisorTM (CPWA®)
• Perennial Member of the UBS Director’s Council.
• B.S. degree, Purdue University
• Series 3, 7, 63 and 65 securities licenses
• Licensed to offer insurance

Grant provides the genuine trust and comfort needed for his clients to talk about their real-life situations and the available opportunities he has for them as a Financial Advisor. Before joining UBS in 2017, Grant had a background in accounting at Deloitte where he audited top financial services companies in Chicago. Analyzing financial statements in-depth has allowed him to provide financial advice and plans in a comprehensive view.

While attending Purdue University, Grant worked at Morgan Stanley for two years in wealth management and was a member of the Division I football team while triple majoring in Accounting, Finance, and Management. Grant resides in the West Loop where keeps a running excel list of every Chicago burger he's had. Grant is a member of the East Bank Club and also volunteers for a 501(c)(3) program called "Advice Beyond the Classroom" where he teaches high school students about personal finance and soft skills.

Education and certification

• Chartered Retirement Planning Counselor
• B.S. degrees in Accounting, Finance, and Management, Purdue University
• Member, Purdue Alumni Association and Purdue Club of Chicago
• Series 7 and 66 securities licenses
• Licensed to offer insurance

With more than 10 years of financial services industry experience, Tarah prides herself on building strong connections with clients so they feel secure and organized about their daily financial needs. Having joined Greene, Ellington, Fernholz, Kula & Greene Wealth Advisors at UBS in 2017, Tarah focuses on daily operations and maintenance such as, account processing, trading transactions and administrative matters.

Prior to joining UBS, Tarah worked as a Client Service Associate at Stifel and as an ACATS Specialist at Mesirow Financial in Chicago. Tarah currently resides on the northwest side of Chicago and enjoys spending time with her family, traveling and going to concerts.

Certifications

• Series 7 and 63 securities licenses