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
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    • 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. 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

          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
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          • 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.

              • Senior Registered Client Associate
              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
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                    Turn possibilities into a plan

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                    Support and resources

                    Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                    Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                    The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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