Experience

Makes all the difference

Coordinating with clients' other advisors, we deliver comprehensive solutions on a range of financial issues including retirement planning, asset management and corporate retirement plans. Because we listen more than we talk and strive to simplify our clients' complex lives, we are consistently told our clients feel genuinely heard and intelligently advised. Through a relationship with the Midwest Wealth Management Group, clients will receive personal advice and access demanded by sophisticated investors.

Frank Peard

Senior Vice President–Wealth Management

After a 16-year career as a Chicago Board of Trade pit trader, Frank sold his seat to become a Financial Advisor. His clients benefit from this experience through Frank's unique understanding of risk, return and investment discipline. Holding a degree in finance from the University of Florida, he specializes in comprehensive financial planning and investment management. Frank is an active member of his church and an accomplished runner, sailor and bridge player. Married in 1985, Frank and his wife, Jan, have three daughters and one son-in-law and live in Western Springs, IL.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MI
  • MN
  • MS
  • NC
  • NE
  • NJ
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WI
  • WY

Education

  • University of Florida, Finance
One Tower Lane
Oakbrook Terrace Tower, Suite 1700
Oakbrook Terrace, IL 60181

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Daniel Joyce, CFP

First Vice President–Wealth Management

Financial Advisor

For more than 19 years, Dan has provided comprehensive wealth management solutions, financial planning, critical retirement income planning and investment consulting to clients and their families. Dan began his career at a full service bank, which taught him the importance of providing advice beyond investing and exceeding client expectations. As a Certified Financial Planner ™, Dan works closely with his clients to identify their needs and goals, analyze their cash flow and assets, review the debt side of their balance sheets and develop a long-term financial plan.

A graduate of the University of Iowa, Dan earned a degree in economics with a business minor. Dan has worked out of the Oakbrook office of UBS Financial Services since 2006.

He currently resides in La Grange Park with his wife Elizabeth and their two children, Kaelin and Danny. He enjoys spending time with his family and many sports activities.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MI
  • MN
  • MS
  • NC
  • NE
  • NJ
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WI
  • WY

Education

  • University of Iowa, Economics with a Business minor
One Tower Lane
Oakbrook Terrace Tower, Suite 1700
Oakbrook Terrace, IL 60181

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Patricia "Patti" Rice

Senior Client Associate

Serving clients in the wealth management industry since 1979, Patti attended Eastern Illinois University. She is an avid runner, loves to go dancing and is a diehard Chicago Bears football fan. She and her husband, Kenneth, have two daughters and live in Hickory Hills, IL.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • MA
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Education

  • Eastern Illinois University
One Tower Lane
Oakbrook Terrace Tower, Suite 1700
Oakbrook Terrace, IL 60181

Email Me

Dawn Jeffers

Senior Client Associate

Registered States:
  • 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
One Tower Lane
Oakbrook Terrace Tower, Suite 1700
Oakbrook Terrace, IL 60181

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Debra Rymut

Client Associate

One Tower Lane
Oakbrook Terrace Tower, Suite 1700
Oakbrook Terrace, IL 60181

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