Managing Director–Wealth Management
Financial Advisor
Professional Experience
Education
Licenses
Personal & Community
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
Professional Experience
Education
Licenses
Personal & Community
Education
Credentials
Investment Associate
As a CERTIFIED FINANCIAL PLANNER,™ Brian's passion is in helping ultra-high net worth clients with customized wealth management strategies. Having a holistic approach that includes financial planning, retirement planning, liability management, estate planning, asset allocation and insurance analysis enables him to build strong and trusting relationships.
Brian graduated from DePaul University with B.A. in Finance where he was a Dean's List member. He has been in the financial industry for over 16 years of which the last 14 have been with Jacobs Wealth Management Group. Brian joined UBS Financial Services in 2005 and has his Series 7, 31, 66 and CFP® designation.
Brian enjoys spending time with family, boating, exercising, music and anything outdoors. He is a lifelong learner and volunteers his time coaching his daughter's softball team. He resides in Chicago with his wife Laurie and daughters, Lola and Lexi.
Education
Credentials
Investment Associate
As a CERTIFIED FINANCIAL PLANNER,™ Brian's passion is in helping ultra-high net worth clients with customized wealth management strategies. Having a holistic approach that includes financial planning, retirement planning, liability management, estate planning, asset allocation and insurance analysis enables him to build strong and trusting relationships.
Brian graduated from DePaul University with B.A. in Finance where he was a Dean's List member. He has been in the financial industry for over 16 years of which the last 14 have been with Jacobs Wealth Management Group. Brian joined UBS Financial Services in 2005 and has his Series 7, 31, 66 and CFP® designation.
Brian enjoys spending time with family, boating, exercising, music and anything outdoors. He is a lifelong learner and volunteers his time coaching his daughter's softball team. He resides in Chicago with his wife Laurie and daughters, Lola and Lexi.
Education
Credentials
Senior Client Associate
Patty has been with UBS since 2007 when she joined the Jacobs Wealth Management Group transitioning from her post at Oppenheimer & Co., Inc.. She focuses on servicing clients in all aspects within the investment sphere including banking, lending, and research. She holds both Series 7 and 63 licenses and is an active participant in continuing education programs. Patty excels in having comfortable open dialogue with her team's clients and reinforcing relationships. As an animal lover she has been involved with PETA and pet rescues. A native to Chicago, she lives in Oswego with her husband Joseph and her animals.
Senior Client Associate
Patty has been with UBS since 2007 when she joined the Jacobs Wealth Management Group transitioning from her post at Oppenheimer & Co., Inc.. She focuses on servicing clients in all aspects within the investment sphere including banking, lending, and research. She holds both Series 7 and 63 licenses and is an active participant in continuing education programs. Patty excels in having comfortable open dialogue with her team's clients and reinforcing relationships. As an animal lover she has been involved with PETA and pet rescues. A native to Chicago, she lives in Oswego with her husband Joseph and her animals.
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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