Your future. Your legacy.

How can we help bring your vision to life?

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

Get started on your financial plan

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.

Michael Simone

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Michael is a founding partner and relationship manager for Legacy Partners. He has provided financial advice to high net worth clients for over thirty years. He focuses on equity and fixed income portfolio management, asset allocation, alternative investments and risk management.

Michael received his B.S. in Finance from North Carolina State University.

Michael resides in Chicago with his daughters, Madelin and Emelia.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- North Carolina State University, Business Management Finance
One North Wacker Drive
Chicago, IL 60606
Paul Lee, CPWA, CEPA, CRPS, CRPC

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Paul is a relationship manager for Legacy Partners. He draws upon his thirty years of experience as a Certified Public Accountant and Wealth Advisor, assisting clients in business succession planning, estate minimization, philanthropic planning, and tax management.

Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation for eight years; and has chaired numerous investment, governance and development committees for non-profit organizations.

Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University. He is a Certified Private Wealth Advisor (CPWA®) from the Yale School of Management, a Certified Exit Planning Advisor (CEPA) from the University of Chicago, a Chartered Retirement Plans Specialist (CRPS®), a Chartered Retirement Planning Counselor (CRPC®), and an Accredited Investment Fiduciary (AIF®).

Paul and his wife, Kimberly, reside in Barrington with their children, Connor, Jack & Jenna.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Kelley School of Business – Indiana University, B.S. Accounting
- Yale University School of Management
- DePaul Kellstadt Graduate School of Business
- Wealth Advisor
- Certified Exit Planning Advisor
- Endowment & Foundation Consultant
- Senior Portfolio Manager
- Retirement Plan Consultant
Home Worker SC
Home Worker SC, SC 000
Randy Wiggs, CIMA

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WY
Randy is a founding partner and relationship manager for Legacy Partners. For over twenty five years, he has focused on equity and fixed income portfolio management, asset allocation, alternative investments and risk management.

Randy received his B.S. in Finance from Southern Illinois University and is a Certified Investment Management Analyst (CIMA®) from The Wharton School of Business.

Randy and his wife Maria, reside in Crystal Lake with their children. Ethan, Nora & Anna.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Wealth Advisor
- Certified Investment Management Analyst®
One North Wacker Drive
Chicago, IL 60606
Ryan Lindgren, CIMA, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Serving as a relationship manager for the team, Ryan provides advice and guidance to affluent families and professionals. He employs the team’s strategic approach in helping clients address their complex financial needs and lay the foundation for pursuing their goals.

Ryan currently serves as the Treasurer of the University of Illinois – Chicago Letterman’s Club, and is the Founder and President of the Patrick Grange Memorial Foundation for ALS.

Ryan received a B.S. in Finance and Marketing from the University of Illinois – Chicago. He is a Certified Investment Management Analyst (CIMA®) from University of Chicago Booth School of Business, a Certified Exit Planning Advisor (CEPA) and a CERTIFIED FINANCIAL PLANNER (CFP®).

Ryan and his wife, Jennine, reside in Chicago with their children Isla and Greyson.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Illinois – Chicago, B.S. Finance and Marketing
- Certified Investment Management Analyst®
- CERTIFIED FINANCIAL PLANNER™
303 East Main Street
Barrington, IL 60010
Benjamin Miller, CFP, CEPA, CRPC, CIMA

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Ben's passion for helping clients make their financial lives better began in 1996. For over twenty five years, Ben has strived to understand the values that inspire his clients, their history, and, of course, where their wealth can take them. His goal is to help clients construct an actionable plan for their financial independence with a special focus on consistent cash flow.

Ben received a B.S. In Finance from Illinois Wesleyan University. He is a Certified Investment Management Analyst (CIMA®), a CERTIFIED FINANCIAL PLANNER (CFP®), a Certified Exit Planning Advisor (CEPA), and a Chartered Retirement Planning Counselor (CRPC®).

Ben and his wife, Lori, reside in Long Grove with their sons, Ryan and Drew.
- Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Illinois Wesleyan University, Business Finance and Political Science
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor
- Certified Investment Management Analyst®
- Chartered Retirement Planning Counselor℠
303 East Main Street
Barrington, IL 60010
William Read III, CFP, CIMA

Senior Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WY
Bill's focus is on high net worth asset management. He focuses on concentrated stock strategies, corporate finance activities, private equity investing, estate planning, family office and discretionary portfolio management.

Bill received a B.S. in Finance from the University of Illinois and his MBA from Northern Illinois University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst (CIMA®) via the Wharton School of Business, at the University of Pennsylvania.

Bill and his wife, Ingrida, reside in Aurora.
- University of Illinois
- Northern Illinois University, M.B.A. Finance and Economics
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Senior Portfolio Manager
One North Wacker Drive
Chicago, IL 60606

Nick Paterakos, CIMA, CRPS

Senior Vice President–Wealth Management
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Nick's primary goal is to understand and meet the precise financial needs of each client. He draws upon his 40 years as a Certified Public Accountant and Financial Advisor to implement objective wealth management solutions. The ultimate goal is to provide a best practices approach in meeting each family's specific asset accumulation and retirement planning needs.

Nick received both his B.S. in Accounting and his MBA from DePaul University. He is a Certified Investment Management Analyst (CIMA®) and a Chartered Retirement Plans Specialist (CRPS®).

Nick and his wife Sandra reside in Wilmette. They have three grown children. Chris, Steve & Tricia.
- DePaul University, Accounting and Finance
- DePaul University, M.B.A. Finance
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
One North Wacker Drive
Chicago, IL 60606
Jacob Niggemann

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Serving as a relationship manager for the team, Jake executes and implements the strategic recommendations for our clients, such as gaps of insurance coverage and credit and liquidity management solutions through UBS Bank USA. He is also responsible for coordinating with our client’s other advisors to ensure that our collaborative work for our mutual client is achieved.

Jake currently serves as the Treasurer of the Board of Directors for Messiah Lutheran Preschool & Kindergarten and is the Founder and Administrator of The Gayle M. Niggemann Memorial Fund.

Jake received a B.S. in finance from Northern Illinois University and a Certificate in Advanced Portfolio Management from DePaul University.

Jake and his wife, Krystal, reside in Wauconda with their children Conrad and Colette.
- Northern Illinois University, B.S. Finance
303 East Main Street
Barrington, IL 60010
Christopher Paterakos, CRPC, AAMS, CFP

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Serving as a relationship manager for Legacy, Chris executes and implements personalized multi-generational financial plans, along with portfolio construction to optimize risk and reward.

Chris received a B.S from Lake Forest College. He is a Chartered Retirement Planning Counselor (CRPC®), an Accredited Asset Management Specialist (AAMS®) , and a CERTIFIED FINANCIAL PLANNER (CFP®).

Chris resides in Chicago.
- Lake Forest College, Economics
- Chartered Retirement Planning Counselor℠
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER™
One North Wacker Drive
Chicago, IL 60606
Christine "Christy" Gregory

Client Associate Senior
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Christy brings over 15 years of financial services experience. She began her career in 2003 as a Euro Dollar Options trader. She will be responsible for supporting the team in all phases of client relationship management. Christy will strive to exceed your expectations by providing attentive, high-touch personalized service.

Christy received a BS in Business Administration from Franciscan University.

Christy and her husband, Wayne, reside in Palatine with their children, Bo, Brock, & Titus.
- Franciscan University, B.S. Business Administration
303 East Main Street
Barrington, IL 60010
Kimberly Cline

Client Associate Senior
View bio
- AR
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MA
- ME
- MI
- MN
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- TX
- UT
- VA
- WA
- WI
With more than 15 years of experience at UBS, Kim has obtained her Series 7 and Series 63 securities licenses, along with completing the Wealth Management Education program. Prior to joining UBS Kim worked with Nick Paterakos at Mesirow Financial for 18 years. She helps the team by providing assistance in implementing asset allocation strategies once agreed to by the team and the client. Kim is also a first contact for clients needing administrative assistance.

Kim and her husband, Ira, reside Oak Forest
One North Wacker Drive
Chicago, IL 60606
Senka Barney, CRPC

Client Associate Senior

Chartered Retirement Planning Counselor℠
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- MO
- NC
- NJ
- NM
- NY
- OR
- TN
- TX
- UT
- WI
Ms. Barney has an extended and accomplished tenure in the financial services industry. Prior to working at UBS, Ms. Barney had excelled for over 20 years at positions servicing both individual and institutional clientele at her former firms including; Merrill Lynch, Morgan Stanley and Calamos Investments. Within the Read Group, Ms. Barney utilizes her experience to head all client management, portfolio execution and operational activities. She is uniquely qualified to handle the ongoing needs of clients by combining her experience with her achievements in obtaining and maintaining the Series 7, 63, 66 and insurance licenses, as well as, being accredited as a Chartered Retirement Planning Counselor (CRPC®).

Senka and her husband, Richard, reside in Frankfort with her daughte0 Morgan
- Chartered Retirement Planning Counselor℠
One North Wacker Drive
Chicago, IL 60606

Holli La Fever

Client Associate
View bio
Holli brings over 20 years of industry experience. She began her career at Edward Jones and Merrill Lynch. She will be responsible for supporting the team in all phases of client relationship management. Holli will effectively simplifies clients' financial lives through timely communication, extraordinary service and a conscientious attention to detail.

Holli graduated from Eastern Illinois University.

Holli and her husband Kyle reside in Oakwood Hills with their sons Nathan & Jacob.
- Eastern Illinois University
303 East Main Street
Barrington, IL 60010
Jeanne Varwig

Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Jeanne brings over 20 years of financial services experience. She began her career as a trader for Gabelli & Co., and most recently worked at Citadel Group Limited. She will be responsible for supporting the team in all phases of client relationship management. Jeanne will strive to exceed your expectations by providing attentive, high-touch personalized service.

Jeanne graduated from the University of Michigan with a BA in English and an MBA from Northwestern University, Kellogg School of Management

Jeanne and her son Sean reside in Barrington.
- University of Michigam, B.A.
- Kellogg School of Management, Northwestern University , MBA
303 East Main Street
Barrington, IL 60010

Michael Simone

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Michael is a founding partner and relationship manager for Legacy Partners. He has provided financial advice to high net worth clients for over thirty years. He focuses on equity and fixed income portfolio management, asset allocation, alternative investments and risk management.

Michael received his B.S. in Finance from North Carolina State University.

Michael resides in Chicago with his daughters, Madelin and Emelia.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- North Carolina State University, Business Management Finance
One North Wacker Drive
Chicago, IL 60606
Paul Lee, CPWA, CEPA, CRPS, CRPC

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Paul is a relationship manager for Legacy Partners. He draws upon his thirty years of experience as a Certified Public Accountant and Wealth Advisor, assisting clients in business succession planning, estate minimization, philanthropic planning, and tax management.

Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation for eight years; and has chaired numerous investment, governance and development committees for non-profit organizations.

Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University. He is a Certified Private Wealth Advisor (CPWA®) from the Yale School of Management, a Certified Exit Planning Advisor (CEPA) from the University of Chicago, a Chartered Retirement Plans Specialist (CRPS®), a Chartered Retirement Planning Counselor (CRPC®), and an Accredited Investment Fiduciary (AIF®).

Paul and his wife, Kimberly, reside in Barrington with their children, Connor, Jack & Jenna.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Kelley School of Business – Indiana University, B.S. Accounting
- Yale University School of Management
- DePaul Kellstadt Graduate School of Business
- Wealth Advisor
- Certified Exit Planning Advisor
- Endowment & Foundation Consultant
- Senior Portfolio Manager
- Retirement Plan Consultant
Home Worker SC
Home Worker SC, SC 000
Randy Wiggs, CIMA

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WY
Randy is a founding partner and relationship manager for Legacy Partners. For over twenty five years, he has focused on equity and fixed income portfolio management, asset allocation, alternative investments and risk management.

Randy received his B.S. in Finance from Southern Illinois University and is a Certified Investment Management Analyst (CIMA®) from The Wharton School of Business.

Randy and his wife Maria, reside in Crystal Lake with their children. Ethan, Nora & Anna.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Wealth Advisor
- Certified Investment Management Analyst®
One North Wacker Drive
Chicago, IL 60606
Ryan Lindgren, CIMA, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Serving as a relationship manager for the team, Ryan provides advice and guidance to affluent families and professionals. He employs the team’s strategic approach in helping clients address their complex financial needs and lay the foundation for pursuing their goals.

Ryan currently serves as the Treasurer of the University of Illinois – Chicago Letterman’s Club, and is the Founder and President of the Patrick Grange Memorial Foundation for ALS.

Ryan received a B.S. in Finance and Marketing from the University of Illinois – Chicago. He is a Certified Investment Management Analyst (CIMA®) from University of Chicago Booth School of Business, a Certified Exit Planning Advisor (CEPA) and a CERTIFIED FINANCIAL PLANNER (CFP®).

Ryan and his wife, Jennine, reside in Chicago with their children Isla and Greyson.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Illinois – Chicago, B.S. Finance and Marketing
- Certified Investment Management Analyst®
- CERTIFIED FINANCIAL PLANNER™
303 East Main Street
Barrington, IL 60010
Benjamin Miller, CFP, CEPA, CRPC, CIMA

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Ben's passion for helping clients make their financial lives better began in 1996. For over twenty five years, Ben has strived to understand the values that inspire his clients, their history, and, of course, where their wealth can take them. His goal is to help clients construct an actionable plan for their financial independence with a special focus on consistent cash flow.

Ben received a B.S. In Finance from Illinois Wesleyan University. He is a Certified Investment Management Analyst (CIMA®), a CERTIFIED FINANCIAL PLANNER (CFP®), a Certified Exit Planning Advisor (CEPA), and a Chartered Retirement Planning Counselor (CRPC®).

Ben and his wife, Lori, reside in Long Grove with their sons, Ryan and Drew.
- Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Illinois Wesleyan University, Business Finance and Political Science
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor
- Certified Investment Management Analyst®
- Chartered Retirement Planning Counselor℠
303 East Main Street
Barrington, IL 60010
William Read III, CFP, CIMA

Senior Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WY
Bill's focus is on high net worth asset management. He focuses on concentrated stock strategies, corporate finance activities, private equity investing, estate planning, family office and discretionary portfolio management.

Bill received a B.S. in Finance from the University of Illinois and his MBA from Northern Illinois University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst (CIMA®) via the Wharton School of Business, at the University of Pennsylvania.

Bill and his wife, Ingrida, reside in Aurora.
- University of Illinois
- Northern Illinois University, M.B.A. Finance and Economics
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Senior Portfolio Manager
One North Wacker Drive
Chicago, IL 60606
Nick Paterakos, CIMA, CRPS

Senior Vice President–Wealth Management
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Nick's primary goal is to understand and meet the precise financial needs of each client. He draws upon his 40 years as a Certified Public Accountant and Financial Advisor to implement objective wealth management solutions. The ultimate goal is to provide a best practices approach in meeting each family's specific asset accumulation and retirement planning needs.

Nick received both his B.S. in Accounting and his MBA from DePaul University. He is a Certified Investment Management Analyst (CIMA®) and a Chartered Retirement Plans Specialist (CRPS®).

Nick and his wife Sandra reside in Wilmette. They have three grown children. Chris, Steve & Tricia.
- DePaul University, Accounting and Finance
- DePaul University, M.B.A. Finance
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
One North Wacker Drive
Chicago, IL 60606
Jacob Niggemann

Senior Vice President–Wealth Management

Financial Advisor
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Serving as a relationship manager for the team, Jake executes and implements the strategic recommendations for our clients, such as gaps of insurance coverage and credit and liquidity management solutions through UBS Bank USA. He is also responsible for coordinating with our client’s other advisors to ensure that our collaborative work for our mutual client is achieved.

Jake currently serves as the Treasurer of the Board of Directors for Messiah Lutheran Preschool & Kindergarten and is the Founder and Administrator of The Gayle M. Niggemann Memorial Fund.

Jake received a B.S. in finance from Northern Illinois University and a Certificate in Advanced Portfolio Management from DePaul University.

Jake and his wife, Krystal, reside in Wauconda with their children Conrad and Colette.
- Northern Illinois University, B.S. Finance
303 East Main Street
Barrington, IL 60010
Christopher Paterakos, CRPC, AAMS, CFP

Financial Advisor
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Serving as a relationship manager for Legacy, Chris executes and implements personalized multi-generational financial plans, along with portfolio construction to optimize risk and reward.

Chris received a B.S from Lake Forest College. He is a Chartered Retirement Planning Counselor (CRPC®), an Accredited Asset Management Specialist (AAMS®) , and a CERTIFIED FINANCIAL PLANNER (CFP®).

Chris resides in Chicago.
- Lake Forest College, Economics
- Chartered Retirement Planning Counselor℠
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER™
One North Wacker Drive
Chicago, IL 60606
Christine "Christy" Gregory

Client Associate Senior
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Christy brings over 15 years of financial services experience. She began her career in 2003 as a Euro Dollar Options trader. She will be responsible for supporting the team in all phases of client relationship management. Christy will strive to exceed your expectations by providing attentive, high-touch personalized service.

Christy received a BS in Business Administration from Franciscan University.

Christy and her husband, Wayne, reside in Palatine with their children, Bo, Brock, & Titus.
- Franciscan University, B.S. Business Administration
303 East Main Street
Barrington, IL 60010
Kimberly Cline

Client Associate Senior
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With more than 15 years of experience at UBS, Kim has obtained her Series 7 and Series 63 securities licenses, along with completing the Wealth Management Education program. Prior to joining UBS Kim worked with Nick Paterakos at Mesirow Financial for 18 years. She helps the team by providing assistance in implementing asset allocation strategies once agreed to by the team and the client. Kim is also a first contact for clients needing administrative assistance.

Kim and her husband, Ira, reside Oak Forest
One North Wacker Drive
Chicago, IL 60606
Senka Barney, CRPC

Client Associate Senior

Chartered Retirement Planning Counselor℠
View bio
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Ms. Barney has an extended and accomplished tenure in the financial services industry. Prior to working at UBS, Ms. Barney had excelled for over 20 years at positions servicing both individual and institutional clientele at her former firms including; Merrill Lynch, Morgan Stanley and Calamos Investments. Within the Read Group, Ms. Barney utilizes her experience to head all client management, portfolio execution and operational activities. She is uniquely qualified to handle the ongoing needs of clients by combining her experience with her achievements in obtaining and maintaining the Series 7, 63, 66 and insurance licenses, as well as, being accredited as a Chartered Retirement Planning Counselor (CRPC®).

Senka and her husband, Richard, reside in Frankfort with her daughte0 Morgan
- Chartered Retirement Planning Counselor℠
One North Wacker Drive
Chicago, IL 60606
Holli La Fever

Client Associate
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Holli brings over 20 years of industry experience. She began her career at Edward Jones and Merrill Lynch. She will be responsible for supporting the team in all phases of client relationship management. Holli will effectively simplifies clients' financial lives through timely communication, extraordinary service and a conscientious attention to detail.

Holli graduated from Eastern Illinois University.

Holli and her husband Kyle reside in Oakwood Hills with their sons Nathan & Jacob.
- Eastern Illinois University
303 East Main Street
Barrington, IL 60010
Jeanne Varwig

Client Associate
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Jeanne brings over 20 years of financial services experience. She began her career as a trader for Gabelli & Co., and most recently worked at Citadel Group Limited. She will be responsible for supporting the team in all phases of client relationship management. Jeanne will strive to exceed your expectations by providing attentive, high-touch personalized service.

Jeanne graduated from the University of Michigan with a BA in English and an MBA from Northwestern University, Kellogg School of Management

Jeanne and her son Sean reside in Barrington.
- University of Michigam, B.A.
- Kellogg School of Management, Northwestern University , MBA
303 East Main Street
Barrington, IL 60010

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Michael Simone

Paul Lee, CPWA, CEPA, CRPS, CRPC

Randy Wiggs, CIMA

Ryan Lindgren, CIMA, CFP

Benjamin Miller, CFP, CEPA, CRPC, CIMA

William Read III, CFP, CIMA

Nick Paterakos, CIMA, CRPS

Jacob Niggemann

Christopher Paterakos, CRPC, AAMS, CFP

Christine "Christy" Gregory

Kimberly Cline

Senka Barney, CRPC

Holli La Fever

Jeanne Varwig