Experience

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.

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.

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.