Experience

Jonathan has been in the financial services industry for the past 18 years. He focuses on the needs of high-net-worth families, corporate executive financial services, and business owners. Jonathan works with executives and their families from multiple fortune 500 companies. Jonathan believes in giving back to the people and communities he serves. He has coached several of his four children’s athletic teams and provides pro bono guidance for multiple donor advised funds

Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales—Swansea. Along with his CFP, Jon is also a Corporate Stock Benefit Consultant.

Shawn works with business owners, attorneys, and other high net worth investors to deliver best-in-class financial planning and advice. As a Financial Advisor, Shawn has earned the coveted designations of Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). He has been a member of UBS’s Director Council for numerous years and in 2022, was recognized by Forbes as a Best-In-State Advisor.

Prior to joining UBS Financial Services Inc., Shawn was a partner at a prominent Chicago law firm specializing in securities law. A graduate of Northwestern University with a B.A. in political science, Shawn then went on to earn a J.D. with honors from Chicago-Kent College of Law. He subsequently obtained his Series 7, 31 and 66 securities licenses, as well as life, health, and annuity insurance licenses.

Tawana's career in the financial industry began in banking where she held various positions including bank teller, personal banker, teller supervisor and office manager. In 2000, she began working in the financial services industry as a Registered Client Service Associate and has developed a keen understanding of the trading platforms, operations and technology within the firm.

Tawana has a Bachelor Degree in Business Administration from Chicago State University and currently holds her Series 7, 63 and 66 licenses. In 2021, Tawana was promoted to the title of Team Administrator. 

Patrick has been in the financial service industry since August of 2020. Prior to joining UBS in 2022, he worked as a Financial Advisor with Thrivent in the Chicago market. He holds the FINRA Series 7, and Series 66 licenses.

Patrick graduated with a degree in Business Administration from The University of Missouri in 2019. He currently lives in the Chicago neighborhood of Lincoln Park with his wife Claire. Patrick enjoys supporting the Chicago Bears, and Manchester United.