First Vice President–Wealth Management
Financial Advisor
Henry has been in the financial services industry since 1986 and joined UBS Financial Services, Inc. in 2008. Prior to joining UBS, he worked with Swartz Retson P.C., Certified Public Accountants for 5 years and practiced as a CPA sole practitioner with Millian and Associates for 6 years. Proceeding his CPA experience, Henry worked as a financial advisor with Merrill Lynch for 22 years.
Henry graduated from Valparaiso University in 1975 with a business degree in accounting. Henry is FINRA-registered and holds Series 7 and Series 66 securities licenses and insurance licenses. As a licensed CPA, Henry is a member of the Indiana CPA Society and the AICPA. Henry is a member of Immanuel Luthern Church in Valparaiso, IN. He served a term as the church treasurer, and is a charter officer of the Shorewood Forest Lions Club. Henry enjoys working on his yard and tinkering in the garage. He also enjoys spending time in the Northwoods of Wisconsin fishing. Henry and his family reside in Valparaiso, IN.
First Vice President–Wealth Management
Financial Advisor
Henry has been in the financial services industry since 1986 and joined UBS Financial Services, Inc. in 2008. Prior to joining UBS, he worked with Swartz Retson P.C., Certified Public Accountants for 5 years and practiced as a CPA sole practitioner with Millian and Associates for 6 years. Proceeding his CPA experience, Henry worked as a financial advisor with Merrill Lynch for 22 years.
Henry graduated from Valparaiso University in 1975 with a business degree in accounting. Henry is FINRA-registered and holds Series 7 and Series 66 securities licenses and insurance licenses. As a licensed CPA, Henry is a member of the Indiana CPA Society and the AICPA. Henry is a member of Immanuel Luthern Church in Valparaiso, IN. He served a term as the church treasurer, and is a charter officer of the Shorewood Forest Lions Club. Henry enjoys working on his yard and tinkering in the garage. He also enjoys spending time in the Northwoods of Wisconsin fishing. Henry and his family reside in Valparaiso, IN.
Vice President–Wealth Management
Financial Advisor
Patrick takes pride in helping his clients grow and protect their wealth through personalized financial planning and investment management services. The aspect Patrick enjoys most as a Financial Advisor is the close personal relationships he maintains with his clients.
Prior to joining UBS Financial Services Inc. in 2008, he began his career as a Financial Advisor at Merrill Lynch. Patrick graduated from Valparaiso University with degrees in public relations and business.
Patrick is FINRA-registered and holds Series 7 and 66 securities licenses and insurance licenses. When he’s not working, Patrick remains active with running, golf, and traveling. Patrick and his wife Beth reside in Downers Grove.
Vice President–Wealth Management
Financial Advisor
Patrick takes pride in helping his clients grow and protect their wealth through personalized financial planning and investment management services. The aspect Patrick enjoys most as a Financial Advisor is the close personal relationships he maintains with his clients.
Prior to joining UBS Financial Services Inc. in 2008, he began his career as a Financial Advisor at Merrill Lynch. Patrick graduated from Valparaiso University with degrees in public relations and business.
Patrick is FINRA-registered and holds Series 7 and 66 securities licenses and insurance licenses. When he’s not working, Patrick remains active with running, golf, and traveling. Patrick and his wife Beth reside in Downers Grove.
Client Associate
Christian joined UBS and the Millian Group in 2021. Prior to joining UBS, Christian graduated Cum Laude from Dominican University with a degree in Business Administration and a concentration in Finance. He is currently working on attaining his Series 7 and Series 66 licenses.
In his free time, Christian is an avid reader, loves to exercise, and enjoys traveling. Christian resides in Chicago.
Client Associate
Christian joined UBS and the Millian Group in 2021. Prior to joining UBS, Christian graduated Cum Laude from Dominican University with a degree in Business Administration and a concentration in Finance. He is currently working on attaining his Series 7 and Series 66 licenses.
In his free time, Christian is an avid reader, loves to exercise, and enjoys traveling. Christian resides in Chicago.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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