Trust. Experience. Confidence.

Oculus

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Peter Photo

    Peter Lappin

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • IA
    • IL
    • IN
    • MA
    • MI
    • MN
    • MS
    • NC
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    • NY
    • OR
    • PA
    • SC
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    • VA
    • WI

    Peter J. Lappin has been in the financial services business since 1996. He Earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ offered through the Wharton School of Business. Peter Consults with families and businesses across the country providing detailed financial strategies, constructing personalized portfolios for each client and can offer fee based asset management services for clients for whom it is appropriate. He recognizes the individual needs of his clients and focuses in wealth preservation, tax efficient investing, liability management, and estate planning services.

          One Tower Lane
          Oakbrook Terrace Tower
          Oakbrook Terrace, IL 60181
          peter.lappin@ubs.com
          Peter Lappin
          One Tower Lane,Oakbrook Terrace,IL,60181
        • Dawn Picture

          Dawn Jeffers

          Senior Registered Client Associate

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • IA
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI
          • WV
          • WY

          Dawn Jeffers brings over 30 years of experience and holds Series 7 and 63 licenses, leading our administrative team with expertise and dedication. As an integral member of The Lappin Wealth Management Group, she oversees team operations, manages client requests, and ensures seamless account administration. Committed to building lasting relationships, Dawn approaches each client interaction with efficiency, care, and a focus on delivering personalized service. Her dedication to providing innovative solutions and exceeding client expectations underscores her vital role in our team’s success.

           

          She started her career in 1985 with Dean Witter (Morgan Stanley) then joined UBS in 1996.   

           

          Series 7 & 63 Licensed.

                One Tower Lane
                Oakbrook Terrace Tower, Suite 1700
                Oakbrook Terrace, IL 60181
                dawn.jeffers@ubs.com
                Dawn Jeffers
                One Tower Lane,Oakbrook Terrace,IL,60181
              • Kaitlyn photo

                Kaitlyn Paschke

                Client Associate

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                  Kaitlyn Paschke plays an essential role within The Lappin Wealth Management Group, ensuring smooth day-to-day operations and providing critical support to both the team and clients. She is responsible for managing account administration, coordinating transactions, and overseeing the accurate and timely handling of client requests. Kaitlyn is passionate about creating a positive client experience by delivering dependable service, offering personalized solutions, and fostering strong relationships built on trust and communication.

                        One Tower Lane
                        Oakbrook Terrace Tower, Suite 1700
                        Oakbrook Terrace, IL 60181
                        kaitlyn.paschke@ubs.com
                        Kaitlyn Paschke
                        One Tower Lane,Oakbrook Terrace,IL,60181
                      Three generations in apple orchard

                      Turn possibilities into a plan

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                      A leading global wealth manager

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                      The first 100 days

                      Is your portfolio ready?

                      In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                      We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.9+ trn

                      UBS Group invested assets
                      As of 06/30/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

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