First Vice President–Wealth Management
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.
Patrick joined UBS Financial Services Inc. in 2008. Prior to joining the firm, he was a financial advisor at Merrill Lynch. Patrick graduated from Valparaiso University with degrees in public relations and business and lead his fraternity in philanthropic and community involvement.
Patrick is FINRA-registered and holds Series 7 and 66 securities licenses and insurance licenses. Patrick remains active with running, backpacking, and traveling. He has played the guitar for 20 years and always enjoys a conversation about music. Patrick and his wife Beth reside in Downers Grove.
Client Service Associate
Paula has been in the financial services industry for over 12 years. Paula handles the day-to-day administrative aspects for the Millian Group, and is often the primary point of contact for our clients. She began her career in the financial services industry as a teller for LaSalle Bank. She was soon selected to move into the administrative role she still occupies today. After two mergers at LaSalle Bank involving Bank of America and Merrill Lynch, Paula came to UBS in 2014 and began working with the Millian Group.
Paula makes her home on the southwest side of Chicago with her husband and three daughters. She is fluent in Spanish and enjoys bowling with her family in her free time.