Managing Director–Wealth Management
Financial Advisor
Jack, as the lead partner of Hammond, Fay, Bush & Associates, heads up a practice that provides all-encompassing and goals-based solutions to highly successful individuals, families and business owners. He lends his decades of experience to helping you make informed, thoughtful decisions about all aspects of your financial life. Whether you are looking to restructure your portfolio or seeking to articulate a legacy and vision for your multigenerational family, Jack and his team are ready to draw on their insight, expertise and connections to help you find the right solutions and strategies.
A highly disciplined, multi-step process and a comprehensive approach are hallmarks of how Jack and his team work with you. He is adept at using his business and investment acumen to help simplify complex financial situations and help build a holistic wealth plan that is tailored to your unique circumstances, goals and aspirations. Jack prides himself on forging a personal relationship with you, so that he can better guide and advise you, helping you navigate the challenges—and take advantage of the opportunities—created by your wealth.
Beyond his financial advice, Jack realizes that the single most important element of his job is to honor the trust you place in him. He never loses sight of that trust—and the responsibility that it carries—and keeps his focus squarely rooted on doing what’s right for you. He is committed to building relationships that will stand the test of time and span generations.
Previous Experience
Outside of UBS
CA Insurance License - 0E51877
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
Managing Director–Wealth Management
Financial Advisor
Jack, as the lead partner of Hammond, Fay, Bush & Associates, heads up a practice that provides all-encompassing and goals-based solutions to highly successful individuals, families and business owners. He lends his decades of experience to helping you make informed, thoughtful decisions about all aspects of your financial life. Whether you are looking to restructure your portfolio or seeking to articulate a legacy and vision for your multigenerational family, Jack and his team are ready to draw on their insight, expertise and connections to help you find the right solutions and strategies.
A highly disciplined, multi-step process and a comprehensive approach are hallmarks of how Jack and his team work with you. He is adept at using his business and investment acumen to help simplify complex financial situations and help build a holistic wealth plan that is tailored to your unique circumstances, goals and aspirations. Jack prides himself on forging a personal relationship with you, so that he can better guide and advise you, helping you navigate the challenges—and take advantage of the opportunities—created by your wealth.
Beyond his financial advice, Jack realizes that the single most important element of his job is to honor the trust you place in him. He never loses sight of that trust—and the responsibility that it carries—and keeps his focus squarely rooted on doing what’s right for you. He is committed to building relationships that will stand the test of time and span generations.
Previous Experience
Outside of UBS
CA Insurance License - 0E51877
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
Senior Vice President–Wealth Management
Financial Advisor
Brian, as a principal of the Hammond, Fay, Bush & Associates team, takes a comprehensive view of his clients’ wealth, assisting individuals, multigenerational families and business owners in developing a tailored set of strategies that are aligned with their unique needs, circumstances and aspirations. In taking a holistic view of your finances, he stands ready to advise you on a wide range of issues ranging from personalized investment strategies to estate planning needs.
Central to Brian’s approach is a highly structured and disciplined process, one that incorporates careful planning, execution of a personalized roadmap and regular reviews that test progress and recalibrate when necessary. This process also reflects how he works with clients every day—by being straightforward, honest and candid. His goal is to help you grow your net worth while also preserving your existing wealth, with a tailored, all-encompassing plan that allows you to move forward with clarity and confidence.
Brian forges strong, personal connections with his clients, building relationships that are defined by honesty and authenticity. In his view, he acts not only as your financial advisor, but as your confidant, someone who can connect you to ideas and relevant contacts, and, at times, your coach. Knowing that he can add value by helping you, your family or your business plan for what’s next and realize your financial dreams is what inspires him every day.
Previous Experience
Education and Credentials
Outside of UBS
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Brian, as a principal of the Hammond, Fay, Bush & Associates team, takes a comprehensive view of his clients’ wealth, assisting individuals, multigenerational families and business owners in developing a tailored set of strategies that are aligned with their unique needs, circumstances and aspirations. In taking a holistic view of your finances, he stands ready to advise you on a wide range of issues ranging from personalized investment strategies to estate planning needs.
Central to Brian’s approach is a highly structured and disciplined process, one that incorporates careful planning, execution of a personalized roadmap and regular reviews that test progress and recalibrate when necessary. This process also reflects how he works with clients every day—by being straightforward, honest and candid. His goal is to help you grow your net worth while also preserving your existing wealth, with a tailored, all-encompassing plan that allows you to move forward with clarity and confidence.
Brian forges strong, personal connections with his clients, building relationships that are defined by honesty and authenticity. In his view, he acts not only as your financial advisor, but as your confidant, someone who can connect you to ideas and relevant contacts, and, at times, your coach. Knowing that he can add value by helping you, your family or your business plan for what’s next and realize your financial dreams is what inspires him every day.
Previous Experience
Education and Credentials
Outside of UBS
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Susan has decades of experience helping successful individuals, multigenerational families, business owners, entrepreneurs, and philanthropic organizations realize a holistic plan for their wealth. In doing so, she and the entire team of Hammond, Fay, Bush & Associates adhere to a disciplined, well-honed process that helps you set goals, define what success means to you and then carefully track your progress towards your unique set of objectives.
Whether you are a multi-generational family seeking to define and then plan for your legacy or an entrepreneur looking to sell a business, Susan has the resources and experience to guide you every step of the way. And if you are passionate about giving back to causes you care about, she can use her specialized expertise to help you maximize your impact.
Beyond her expert advice and guidance, Susan is adamant that clients’ needs come first. She takes great pride in helping you move towards your goals, making informed decisions along the way. As someone who knows first-hand how important it is to be financially secure and empowered, Susan brings her best thinking to every client situation and stands ready to help you navigate life’s important transitions and realize your goals, both financial but also personal.
Previous Experience
Education and Credentials
Outside of UBS
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Susan has decades of experience helping successful individuals, multigenerational families, business owners, entrepreneurs, and philanthropic organizations realize a holistic plan for their wealth. In doing so, she and the entire team of Hammond, Fay, Bush & Associates adhere to a disciplined, well-honed process that helps you set goals, define what success means to you and then carefully track your progress towards your unique set of objectives.
Whether you are a multi-generational family seeking to define and then plan for your legacy or an entrepreneur looking to sell a business, Susan has the resources and experience to guide you every step of the way. And if you are passionate about giving back to causes you care about, she can use her specialized expertise to help you maximize your impact.
Beyond her expert advice and guidance, Susan is adamant that clients’ needs come first. She takes great pride in helping you move towards your goals, making informed decisions along the way. As someone who knows first-hand how important it is to be financially secure and empowered, Susan brings her best thinking to every client situation and stands ready to help you navigate life’s important transitions and realize your goals, both financial but also personal.
Previous Experience
Education and Credentials
Outside of UBS
Education
Credentials
Associate Director
Senior Wealth Strategy Associate
Jonelle began her financial services career in 2000. She has been working directly with clients offering friendly, personalized solutions and support to the clients she serves. Often the first point of contact for clients, she acts quickly to address their questions or concerns. Jonelle's responsibilities include administrative matters, opening accounts and setting up managed accounts.
In addition to helping clients, Jonelle also provides key organizational support to the team on a daily basis. A dual major, she holds bachelor's degrees in English and Journalism from the University of Illinois at Urbana–Champaign. She and her husband, David, live in Buffalo Grove, Illinois, with their children, Alexander, Isabella and Julianna.
Associate Director
Senior Wealth Strategy Associate
Jonelle began her financial services career in 2000. She has been working directly with clients offering friendly, personalized solutions and support to the clients she serves. Often the first point of contact for clients, she acts quickly to address their questions or concerns. Jonelle's responsibilities include administrative matters, opening accounts and setting up managed accounts.
In addition to helping clients, Jonelle also provides key organizational support to the team on a daily basis. A dual major, she holds bachelor's degrees in English and Journalism from the University of Illinois at Urbana–Champaign. She and her husband, David, live in Buffalo Grove, Illinois, with their children, Alexander, Isabella and Julianna.
Associate Director
Senior Wealth Strategy Associate
Chris began his financial services career in 2004. He brings a sense of enthusiasm and dedication to his role with Hammond, Fay, Bush & Associates. He takes pride in knowing he has helped answer a client's question or guided them through a service issue. Chris also provides daily operational support to the team. He opens accounts, facilitates cash transfers and trades, and analyzes funds and fund managers. Chris earned a bachelor's degree in business administration from Illinois State University in Normal, and currently lives in Schaumburg, Illinois.
Associate Director
Senior Wealth Strategy Associate
Chris began his financial services career in 2004. He brings a sense of enthusiasm and dedication to his role with Hammond, Fay, Bush & Associates. He takes pride in knowing he has helped answer a client's question or guided them through a service issue. Chris also provides daily operational support to the team. He opens accounts, facilitates cash transfers and trades, and analyzes funds and fund managers. Chris earned a bachelor's degree in business administration from Illinois State University in Normal, and currently lives in Schaumburg, Illinois.
Associate Director
Senior Wealth Strategy Associate
Kristina has over 15 years of experience in financial services. She joined the Hammond, Fay, Bush & Associates in 2014. Kristina is responsible for managing the essential aspects of client service and support. This includes preparing for client meetings, providing new clients with a welcoming experience, establishing new accounts and offering day-to-day support to help meet their needs. She enjoys helping clients with their inquiries and offering them prompt, reliable and friendly service.
Kristina earned her bachelor’s degree in Marketing and International Business from the University of Illinois at Chicago. She and her husband, Mike, live in Antioch with their daughter, Olive and their dog, Zeke. She is an avid snowboarder in the winter and enjoys riding her bike during summers.
Associate Director
Senior Wealth Strategy Associate
Kristina has over 15 years of experience in financial services. She joined the Hammond, Fay, Bush & Associates in 2014. Kristina is responsible for managing the essential aspects of client service and support. This includes preparing for client meetings, providing new clients with a welcoming experience, establishing new accounts and offering day-to-day support to help meet their needs. She enjoys helping clients with their inquiries and offering them prompt, reliable and friendly service.
Kristina earned her bachelor’s degree in Marketing and International Business from the University of Illinois at Chicago. She and her husband, Mike, live in Antioch with their daughter, Olive and their dog, Zeke. She is an avid snowboarder in the winter and enjoys riding her bike during summers.
Associate Director
Senior Wealth Strategy Associate
Donna began her financial services career in 2000. She assists clients with their everyday requests from processing transfers, wires, account opening, trading and inquiries. She holds the Chartered Retirement Planning Counselor designation.
Donna earned her bachelor’s degree in education with a minor in English from the University of Illinois at Chicago. She and her husband, Danny, live in Glenview, with their son, Milo.
Associate Director
Senior Wealth Strategy Associate
Donna began her financial services career in 2000. She assists clients with their everyday requests from processing transfers, wires, account opening, trading and inquiries. She holds the Chartered Retirement Planning Counselor designation.
Donna earned her bachelor’s degree in education with a minor in English from the University of Illinois at Chicago. She and her husband, Danny, live in Glenview, with their son, Milo.
Senior Registered Client Associate
Maria started working with the Hammond, Fay, Bush & Associates in 2018. Maria holds a major in Management and a major in Tourism. She is also fluent in English and Spanish. She has lived all her life in Puerto Rico moving to Chicago during the summer of 2012. She and her husband Hector live in Vernon Hills with their daughter Sofia.
Senior Registered Client Associate
Maria started working with the Hammond, Fay, Bush & Associates in 2018. Maria holds a major in Management and a major in Tourism. She is also fluent in English and Spanish. She has lived all her life in Puerto Rico moving to Chicago during the summer of 2012. She and her husband Hector live in Vernon Hills with their daughter Sofia.
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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