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.

Paul Lee, CPWA, CEPA, CRPS, CRPC

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- 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
- VA
- VI
- 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.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2023, 2024, 2025The 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.
- UBS Wealth Management President’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- 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
303 E Main Street
3rd Floor
Barrington, IL 60010

paul.e.lee@ubs.com

Paul Lee, CPWA, CEPA, CRPS, CRPC

303 E Main Street,Barrington,IL,60010
Ryan Lindgren, CIMA, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- 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
- 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, 2023, 2024, 2025The 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

ryan.lindgren@ubs.com

Ryan Lindgren, CIMA, CFP

303 East Main Street,Barrington,IL,60010
William Read III, CFP, CIMA

Senior Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- CT
- 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
- 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
Home Worker FL
Home Worker FL, FL 60606

william.readiii@ubs.com

William Read III, CFP, CIMA

Home Worker FL,Home Worker FL,FL,60606
Nick Paterakos, CIMA, CRPS

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- 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.
- 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.
- 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

nick.paterakos@ubs.com

Nick Paterakos, CIMA, CRPS

One North Wacker Drive,Chicago,IL,60606
Jacob Niggemann

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- 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
- 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

jacob.niggemann@ubs.com

Jacob Niggemann

303 East Main Street,Barrington,IL,60010
Christopher Paterakos, CRPC, AAMS, CFP

Senior Wealth Strategy Associate
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- 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
- 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.
- 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.
- Lake Forest College, Economics
- Chartered Retirement Planning Counselor
- Accredited Asset Management Specialist
- CERTIFIED FINANCIAL PLANNER®
One North Wacker Drive
Chicago, IL 60606

chris.paterakos@ubs.com

Christopher Paterakos, CRPC, AAMS, CFP

One North Wacker Drive,Chicago,IL,60606

Christine "Christy" Gregory

Senior 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
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

christy.gregory@ubs.com

Christine "Christy" Gregory

303 East Main Street,Barrington,IL,60010
Kimberly Cline

Senior Client Associate
View bio
- AR
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MA
- ME
- MI
- MN
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- TN
- 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

kimberly.cline@ubs.com

Kimberly Cline

One North Wacker Drive,Chicago,IL,60606
Senka Barney, CRPC

Senior Client Associate

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

senka.barney@ubs.com

Senka Barney, CRPC

One North Wacker Drive,Chicago,IL,60606
Jeanne Varwig

Wealth Strategy Associate
View bio
- AL
- 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
- 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

jeanne.varwig@ubs.com

Jeanne Varwig

303 East Main Street,Barrington,IL,60010

Paul Lee, CPWA, CEPA, CRPS, CRPC

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- 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
- VA
- VI
- 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.
- Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2023, 2024, 2025The 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.
- UBS Wealth Management President’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- 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
303 E Main Street
3rd Floor
Barrington, IL 60010

paul.e.lee@ubs.com

Paul Lee, CPWA, CEPA, CRPS, CRPC

303 E Main Street,Barrington,IL,60010
Ryan Lindgren, CIMA, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- 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
- 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, 2023, 2024, 2025The 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

ryan.lindgren@ubs.com

Ryan Lindgren, CIMA, CFP

303 East Main Street,Barrington,IL,60010
William Read III, CFP, CIMA

Senior Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- CT
- 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
- 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
Home Worker FL
Home Worker FL, FL 60606

william.readiii@ubs.com

William Read III, CFP, CIMA

Home Worker FL,Home Worker FL,FL,60606
Nick Paterakos, CIMA, CRPS

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- 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.
- 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.
- 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

nick.paterakos@ubs.com

Nick Paterakos, CIMA, CRPS

One North Wacker Drive,Chicago,IL,60606
Jacob Niggemann

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- 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
- 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

jacob.niggemann@ubs.com

Jacob Niggemann

303 East Main Street,Barrington,IL,60010
Christopher Paterakos, CRPC, AAMS, CFP

Senior Wealth Strategy Associate
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- 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
- 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.
- 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.
- Lake Forest College, Economics
- Chartered Retirement Planning Counselor
- Accredited Asset Management Specialist
- CERTIFIED FINANCIAL PLANNER®
One North Wacker Drive
Chicago, IL 60606

chris.paterakos@ubs.com

Christopher Paterakos, CRPC, AAMS, CFP

One North Wacker Drive,Chicago,IL,60606
Christine "Christy" Gregory

Senior 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
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

christy.gregory@ubs.com

Christine "Christy" Gregory

303 East Main Street,Barrington,IL,60010
Kimberly Cline

Senior Client Associate
View bio
- AR
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MA
- ME
- MI
- MN
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- TN
- 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

kimberly.cline@ubs.com

Kimberly Cline

One North Wacker Drive,Chicago,IL,60606
Senka Barney, CRPC

Senior Client Associate

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

senka.barney@ubs.com

Senka Barney, CRPC

One North Wacker Drive,Chicago,IL,60606
Jeanne Varwig

Wealth Strategy Associate
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- AL
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
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- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
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- VI
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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

jeanne.varwig@ubs.com

Jeanne Varwig

303 East Main Street,Barrington,IL,60010

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Paul Lee, CPWA, CEPA, CRPS, CRPC

Ryan Lindgren, CIMA, CFP

William Read III, CFP, CIMA

Nick Paterakos, CIMA, CRPS

Jacob Niggemann

Christopher Paterakos, CRPC, AAMS, CFP

Christine "Christy" Gregory

Kimberly Cline

Senka Barney, CRPC

Jeanne Varwig