Experience

Paul Stepankovskiy is a Managing Director - 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.

CA License#: 0D86059

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.

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.

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

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.

CA License #:4358522

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.

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.

Niko Gountanis joined UBS over five years ago as a Senior Wealth Strategy Associate. He is a currently 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.

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.

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.