Senior Vice President–Wealth Management
Financial Advisor
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
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.
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
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
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.
Education
Credentials
Let's connect
Financial Advisor
Chartered Retirement Planning Counselor
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 is a member of the Union League of Chicago and also volunteers for the organization's Boys and Girls Club. Grant resides in the West Loop of Chicago where he likes to spend time with his family and friends.
Education and certification
Education
Credentials
Financial Advisor
Chartered Retirement Planning Counselor
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 is a member of the Union League of Chicago and also volunteers for the organization's Boys and Girls Club. Grant resides in the West Loop of Chicago where he likes to spend time with his family and friends.
Education and certification
Education
Credentials
Client Associate
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
Client Associate
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
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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