Let's move forward. Together.

Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do.

We want to learn all we can about you, so we can address your most important priorities with a detailed plan that helps to put you on a path to achieving your goals. Our aim: to work with you, and to commit to a relationship that’s relevant to your life and focused on your financial success.

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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Achieving your vision for a bright financial future

Your vision is the core of our strategy. We work to discover what you value most—both now and for the future—and offer wealth management strategies and investment management services to align your assets with those values. By delivering comprehensive solutions and personalized service, we help our clients gain confidence in their financial future.

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 Stepankovskiy Profile Photo

    Paul Stepankovskiy, CFP, CPWA

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    Paul Stepankovskiy is a Senior Vice President - Wealth Management and Senior Portfolio Manager at UBS Financial Services for Millennium Wealth Management Partners. Paul is one of the founders and principals of Millennium, which works exclusively with successful families, business owners, young professionals and their advisors. Paul began his career as a Financial Advisor in 1997 after successfully selling his Corporate Catering business. He holds bachelor's degree in economics from University of Illinois, in Chicago and MBA in finance from DeVry University Keller Graduate School of Management. He completed his Certified Financial Planner (CFP®) certification at Northwestern University and his Certified Private Wealth Advisor (CPWA®) at the University of Chicago after submitting to the rigorous certification process that includes demanding education, examination, experience and ethical requirements.

    Paul sees himself not just as a Financial Advisor but as a meaningful partner offering a common sense perspective on your real life decisions. As a financial realist, Paul uses a value approach to work with clients to build a long-term plan that is in tune with their goals and objectives.  Paul also works as a Retirement Plan Consultant, helping corporate clients manage their qualified and non-qualified retirement plans.

    Paul is a committed family man. He and his wife Sofiya have two children; Alexis and Nathan. He is a volunteer as a soccer coach for AYSO American Youth Soccer Organization and he is a golf caddie for his son and daughter. Paul is currently an active board member of CJE (Chicago Jewish Elderly) Senior Life and sits on a few private company boards.  He is also a member of the finance committee at Congregation B'nai Jehoshua Beth Elohim (BJBE) in Deerfield, Illinois.

     

    • 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 at Chicago, Bachelor's degree in Economics
    • DeVry University Keller Graduate School of Management, MBA in Finance
    • Senior Portfolio Manager
    One Northbrook Place
    5 Revere Drive
    Northbrook, IL 60062
  • Mike Sondag

    Michael Sondag, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    Mike Sondag joined the financial services industry with Merrill Lynch in 1993 after graduating from Michigan State University. In 2004, he earned his Certified Financial Planner™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and is currently a member of The Financial Planning Association. Additionally, he holds his Series 7, 63 and 65 securities licenses. CA insurance license 0G07960

    Mike takes great pride in in developing strategic financial planning solutions that enable clients to achieve their goals and prepare for retirement.  He also specializes in employing option strategies to help clients achieve their financial goals.

     Mike has been married for over 20 years and has three children. Mike and his family are members of the Deerfield community.  In his free time, he volunteers for coaching youth hockey and enjoys playing golf and spending time with his family.

      • Michigan State University
      • CERTIFIED FINANCIAL PLANNER™
      One Northbrook Place
      5 Revere Drive
      Northbrook, IL 60062
    • Brian Rubin

      Brian Rubin, CIMA®

      Senior Vice President–Wealth Management

      Financial Advisor

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      Brian Rubin began his career in Wealth Management over twenty years ago.  Prior to joining UBS in 2014, he was an Advisor at Merrill Lynch and Morgan Stanley.  Brian's tenure as a Wealth Management Advisor has provided him with the experience to help clients achieve their goals by serving as a portfolio manager and executing on comprehensive Financial Planning Solutions.

      Brian is a graduate of Indiana University in Bloomington where he received his bachelor’s degree in Finance.  In 2008 he earned his Certified Investment Management Analyst® (CIMA®) credential from The Wharton School of Business, University of Pennsylvania, and is currently a member of The Investment Management Consultants Association.  The CIMA® designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.  Brian holds his Series 7, 31 and 66 securities licenses. Additionally, he holds his Life, Accident, Health, and Long-Term Care Insurance licenses. CA insurance license 0L50082

      As part of the SR Wealth Management Group, Brian works with high-net worth individuals, endowments and foundations, and business owners across several key areas such as asset and liability management, retirement planning, legacy planning, and overall financial planning.

      Brian enjoys golfing, skiing, and most of all spending time with his wife and two daughters.

        • Indiana University-Bloomington, Bachelor's Degree in Finance
        • Certified Investment Management Consultant
        One Northbrook Place
        5 Revere Drive
        Northbrook, IL 60062
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        Steven Zohn

        Senior Vice President–Wealth Management

        Financial Advisor

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        Steven Zohn Joined Merrill Lynch in 1985 as a Financial Advisor

        In 1997 Steven was appointed Vice President Financial Services at Paine Webber/UBS

        Steven concentrates his practice on conservative wealth management for retirement planning and all financial life goals.

        Currently licensed in Illinois for Life, Annuity and Long-Term Care Insurance

        Steven holds his 7 and 66 securities Licenses.

        A resident of Northbrook Il for 40 years

        Married with three sons and 2 grandchildren.

         Director of Northbrook Baseball for 25 years

        Volunteer at Lurie Children’s Hospital

        Glenbrook North High School Booster Club

        Graduated University of Iowa 1981 Bachelors of Business Administration-Finance

        Graduated DePaul University 1985 Master of Business Administration

              One Northbrook Place
              5 Revere Drive
              Northbrook, IL 60062
            • Dexter Reese Profile Photo

              Dexter Reese

              Account Vice President

              Financial Advisor

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              Dex graduated from Illinois Wesleyan University in 2012. During his time at IWU he competed on the men's golf team attaining Ping All-American honors in both his junior and senior seasons. Following graduation Dex moved to Orlando, FL to compete on various professional golf tours in the area. He also received his MBA in Finance from DePaul University's Kelstadt School of Business.

              Dex has been a member of the Millennium Wealth Management Partners since 2015 and works with clients to help develop a comprehensive financial plan based on their specific goals and objectives.  Having begun his career with UBS as a Client Service Associate, Dex has become an essential part of the team's investment process focused on developing, implementing and monitoring investment strategies for our clients.

                • Illinois Wesleyan University, Bachelor of Arts in History
                • DePaul University Kellstadt School of Business, MBA in Finance
                  One Northbrook Place
                  5 Revere Drive
                  Northbrook, IL 60062
                • Jason Suciu

                  Jason Suciu

                  First Vice President–Wealth Management

                  Financial Advisor

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                        One Northbrook Place
                        5 Revere Drive
                        Northbrook, IL 60062
                      • Aleksandra Berdichevsky Profile Photo

                        Aleksandra Nigro

                        Senior Wealth Strategy Associate

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                        Aleks graduated from Loyola University Chicago with a bachelor's degree in finance and international business.  She came to UBS with prior experience at Fifth Third Bank where she developed a strong financial and banking industry experience. Her strengths are organization, problem solving and planning. On a day to day basis Aleks oversees all of Millennium's administrative operations and is responsible for the development of our clients' financial plans. Aleks uses her experience and commitment as well as UBS global resources to lay a foundation for a lasting relationship with our clients.

                        Aleks has successfully passed her Series 7 & 66 FINRA exams and is currently pursuing her Certified Financial Planner CFP® certification.

                              One Northbrook Place
                              5 Revere Drive
                              Northbrook, IL 60062
                            • Matthew Pusateri

                              Matthew Pusateri

                              Senior Wealth Strategy Associate

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                              Matt Pusateri joined UBS over ten years ago as a Senior Wealth Strategy Associate. He has been in the financial services industry for over 20 years.  In his role on the SRW Group, Matt is responsible for account administration and investment strategies. He also specializes in resolving complex operational issues and holds Series 7 and 66 securities licenses.  Additionally, Matt holds Life, Accident, Health, and Long-Term Care Insurance Licenses.

                              Matt is a graduate of Michigan State University where he received his Bachelor of Arts in Finance. He volunteers as a mentor for Big Brothers Big Sisters of Metropolitan Chicago.  In his free time, Matt enjoys golf, Chicago sports and spending time with friends and family.

                                • Michigan State University, Bachelor of Arts in Finance
                                  One Northbrook Place
                                  5 Revere Drive
                                  Northbrook, IL 60062
                                • Nikolas Gountanis

                                  Nikolas Gountanis

                                  Client Associate Senior

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                                  Niko Gountanis joined UBS over five years ago as a Senior Wealth Strategy Associate. He is a Senior Client Service Associate with over fifteen years of industry experience, five at UBS. Niko hold Series 7 and 66 securities licenses. Prior to UBS, he was a Client Service Associate specializing in online services for private banking clients and a Small Business Specialist in personal banking.

                                  Niko lives in Libertyville with his wife and newborn son. He is a technology enthusiast, enjoys photography, cooking with his wife – favorite dish is making pasta from scratch –  and he enjoys excursions with the family.

                                    • DePaul University, Bachelor of Arts in Business Administration
                                      One North Wacker Drive
                                      Chicago, IL 60606
                                    • Joann Ziegler Profile Photo

                                      Joann Ziegler

                                      Client Associate

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                                      Joann has been in the financial industry for over 10 years and joined Millennium Wealth Management Partners in 2013 as a Client Service Associate. Prior to joining Millennium, she worked as a Private Banker at J.P. Morgan Chase. Joann's primary responsibilities on the team include operations, client service and administration. A Chicago native, she is fluent in Polish and lives in Palatine, IL.

                                            One Northbrook Place
                                            5 Revere Drive
                                            Northbrook, IL 60062
                                          • Anna Goldberg

                                            Anna Goldberg

                                            Client Associate

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                                              Anna joined Millennium Wealth Management Partners as a Client Service Associate in 2023. Previously, she spent 15 years in software development helping two startups grow into well established and thriving businesses. Following her passion for pastry arts, she also took 10 years to develop her own baking business as well as to manage the Chicago location of the award-winning Magnolia Bakery. Anna has had to wear many hats throughout her professional career and is thrilled to bring her many talents and desire to help people to her UBS team.

                                              Anna earned her bachelor’s degree in computer science from the University of Illinois at Chicago. She is equally happy backpacking across Southeast Asia, checking out new foodie hotspots, taking a glassblowing class or staying at her home in the Ukrainian Village neighborhood of Chicago with a good book and her two cats.

                                                    One Northbrook Place
                                                    5 Revere Drive
                                                    Northbrook, IL 60062

                                                  Insights

                                                  Backed by the strength of UBS

                                                  A global leader in wealth management

                                                  $3.9 trillion

                                                  In invested assets globally 
                                                  As of 12/31/2022

                                                  51 countries

                                                  Our global footprint

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                                                  UBS is a world-leading wealth manager