Experience

Football was the Geesman family business – our way of life. My father and grandfather were each hall of fame coaches, and football helped put me through college. The game endowed a three-generational linkage of leadership, strategy, adaptability, and achievement under pressure and great odds. Specifically, playing quarterback ignited a passion to professionally lead others to a common goal, just as generations before me.

This calling inspired my approach to how I’ve served clients for over 25 years, my Significance Playbook. Being a wealth advisor isn’t a career - it’s my DNA.

I live in Chicago with my wife, Tonya, and two vibrant children. If I’m not on a field coaching my son’s football and baseball teams, or attending my daughter’s recitals, you’ll find us enjoying the restaurant, music and contemporary art scene throughout Chicago. I also enjoy fishing and boating in Michigan and skiing and mountain life in Colorado. My civic involvements include art acquisition as a member of the Collection Committee and Emerge at the Museum of Contemporary Art Chicago and aligning tuition support for children as Director of Corporate and Philanthropic Giving at Friends of Bennett Day School.

Peter earned his BS in Mechanical Engineering and MBA focused in Financial Engineering and Risk Management from The University of Alabama. He is also a CFA Charterholder and a member of the CFA Society Chicago where he co-chairs the social advisory group. In his prior role, Peter was an Investment Analyst at an institutional investment consulting firm where he conducted investment research as well as managed rebalancing, restructuring, and liquidity operations of client portfolios. Peter is active in his community and serves on the Children’s Research Fund Junior Board which supports the Ann & Robert H. Lurie Children’s Hospital. Peter lives in the Lakeview neighborhood of Chicago. In his free time, he enjoys staying active, watching college football, cooking, and playing golf with friends.

Adam earned his BS in Business with a major in Finance from The Kelly School of Business at Indiana University, where he was also a member of the faculty-selected Investment Management Workshop and Co-President of the Financial Services Club. Ahead of this role he was President and Captain of the Indiana University Hockey Club and Honor Caddie at Park Ridge Country Club for 7 years. He is a lifelong resident of Mount Prospect and on weekends you’ll likely find him on a golf course.

Clare joined UBS Financial Services, Inc. in 2017. She specializes in anticipating client needs, providing solutions, and delivering proactive concierge-level services tailored to our clients' individual wealth management situations. Clare graduated from the University of Illinois Urbana-Champaign with a BS in Agriculture and Consumer Economics, with a concentration In Financial Planning. She holds the FINRA Series 7 and 66 securities licenses. When not in the office, she enjoys running, dance, and spending time with family.