Your future. Your legacy

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

We're ready to listen.

2023 Forbes Best-In-State Wealth Management Teams

This accolade speaks to our collaborative culture as well as our commitment to, together, helping clients achieve what is most important to them. We are honored by this distinction and grateful for our clients and colleagues.

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

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Private Wealth Advisors

Paul E. Lee, CPWA, CEPA, CRPS, CRPC

Senior Vice President–Wealth Management
Paul E. Lee, CPWA, CEPA, CRPS, CRPC

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

303 E Main Street
3rd Floor
Barrington, IL 60010

847-277-2133
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
As the managing member of Legacy Partners, Paul serves as a relationship manager for the team providing advice and guidance to clients. He draws upon his deep experience as a Certified Public Accountant to assist clients in business succession planning, estate minimization, philanthropic planning, and tax management.

Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation for eight years, and has chaired investment, governance and development committees for multiple non-profits.

Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University. He is a Certified Private Wealth Advisor CPWA® from the Yale School of Management, a Certified Exit Planning Advisor (CEPA®), a Chartered Retirement Planning Counselor (CRPC®), a Chartered Retirement Plans Specialist (CRPS®), and an Accredited Investment Fiduciary (AIF®).

Paul and his wife, Kimberly, reside in Barrington with their three children, Connor, Jack & Jenna.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- 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.
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
- The Kelley School of Business at Indiana University, B.S. in Accounting
- DePaul University, Certificate in Advanced Portfolio Management
- Yale School of Management
- Certified Private Wealth Advisor
- Endowment & Foundation Consultant
- Retirement Plan Consultant
- Chartered Retirement Planning Counselor℠
- Chartered Retirement Plans Specialist℠
Financial planning

Long-term care planning

Estate planning strategies

Philanthropy

Exit planning

Alternative investments

Retirement Plan consulting

Family Offices

303 E Main Street
3rd Floor
Barrington, IL 60010
Christine M. "Christy" Gregory

Client Associate Senior
Christine M. "Christy" Gregory

Client Associate Senior

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2120
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Christy brings over 15 years of financial services experience. She began her career in 2003 as a Euro Dollar Options trader. She will be responsible for supporting the team in all phases of client relationship management. Christy will strive to exceed your expectations by providing attentive, high-touch personalized service.

Christy graduated from Franciscan University with a BS in Business Administration.

Christy & her husband Wayne, reside in Palatine with their three children, Bo, Brock, & Titus.
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
- Franciscan University, B.S. Business Administration
303 East Main Street
Barrington, IL 60010

Strategic Partners

Ryan T. Lindgren, CIMA, CFP

Senior Vice President–Wealth Management
Ryan T. Lindgren, CIMA, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2131
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Serving as a relationship manager for the team, Ryan provides advice and guidance to affluent families and professionals. He employs the team's strategic approach in helping clients address their complex financial needs and lay the foundation for pursuing their goals.

Ryan currently serves as the Treasurer of the University of Illinois – Chicago Letterman's Club and is the Founder and President of the Patrick Grange Memorial Foundation for ALS.

Ryan is a Certified Investment Management Analyst (CIMA®) from University of Chicago Booth School of Business, a Certified Exit Planning Advisor (CEPA) and earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation. Ryan received a B.S. in Finance and Marketing from the University of Illinois – Chicago.

Ryan and his wife, Jen, reside in Chicago with their children Isla and Greyson.
- 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.
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
- University of Illinois – Chicago, B.S. Finance and Marketing
- Certified Investment Management Analyst®
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor
Financial planning

Retirement planning

Estate planning strategies

Business succession

Investing

Custom portfolios

303 East Main Street
Barrington, IL 60010
Jacob R. Niggemann

Senior Vice President–Wealth Management
Jacob R. Niggemann

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2103
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Serving as a relationship manager for the team, Jake executes and implements the strategic recommendations for our clients, such as gaps of insurance coverage and credit and liquidity management solutions through UBS Bank USA. He is also responsible for coordinating with our client’s other advisors to ensure that our collaborative work for our mutual client is achieved.

Jake currently serves as the Treasurer of the Board of Directors for Messiah Lutheran Preschool & Kindergarten and is the Founder and Administrator of The Gayle M. Niggemann Memorial Fund.

Jake received a B.S. in finance from Northern Illinois University and a Certificate in Advanced Portfolio Management from DePaul University.

Jake and his wife, Krystal, reside in Wauconda with their two children, Conrad and Collette.
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
- Northern Illinois University, B.S. Finance
- DePaul University, Certificate in Advanced Portfolio Management
Financial planning

Retirement planning

Estate planning strategies

Business succession

Investing

Custom portfolios

Asset allocation

Securities-backed lending

303 East Main Street
Barrington, IL 60010
Jeanne Varwig

Client Associate
Jeanne Varwig

Client Associate

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2121
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Jeanne brings over 25 years of financial services experience. She will be responsible for supporting the team in all phases of client relationship management. Jeanne will strive to exceed your expectations by providing attentive, high-touch personalized service.

Jeanne has a BS from the University of Michigan and an MBA from Northwestern University, Kellogg School of Management

Jeanne and her son Sean reside in Barrington.
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
- University of Michigan, B.A. English
- Kellogg Scholl of Management, Northwestern University, MBA, Finance & Accounting
303 East Main Street
Barrington, IL 60010

Private Wealth Advisors

Paul E. Lee, CPWA, CEPA, CRPS, CRPC

Senior Vice President–Wealth Management
Paul E. Lee, CPWA, CEPA, CRPS, CRPC

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

303 E Main Street
3rd Floor
Barrington, IL 60010

847-277-2133
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
As the managing member of Legacy Partners, Paul serves as a relationship manager for the team providing advice and guidance to clients. He draws upon his deep experience as a Certified Public Accountant to assist clients in business succession planning, estate minimization, philanthropic planning, and tax management.

Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation for eight years, and has chaired investment, governance and development committees for multiple non-profits.

Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University. He is a Certified Private Wealth Advisor CPWA® from the Yale School of Management, a Certified Exit Planning Advisor (CEPA®), a Chartered Retirement Planning Counselor (CRPC®), a Chartered Retirement Plans Specialist (CRPS®), and an Accredited Investment Fiduciary (AIF®).

Paul and his wife, Kimberly, reside in Barrington with their three children, Connor, Jack & Jenna.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- 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.
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
- The Kelley School of Business at Indiana University, B.S. in Accounting
- DePaul University, Certificate in Advanced Portfolio Management
- Yale School of Management
- Certified Private Wealth Advisor
- Endowment & Foundation Consultant
- Retirement Plan Consultant
- Chartered Retirement Planning Counselor℠
- Chartered Retirement Plans Specialist℠
Financial planning

Long-term care planning

Estate planning strategies

Philanthropy

Exit planning

Alternative investments

Retirement Plan consulting

Family Offices

303 E Main Street
3rd Floor
Barrington, IL 60010
Christine M. "Christy" Gregory

Client Associate Senior
Christine M. "Christy" Gregory

Client Associate Senior

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2120
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Christy brings over 15 years of financial services experience. She began her career in 2003 as a Euro Dollar Options trader. She will be responsible for supporting the team in all phases of client relationship management. Christy will strive to exceed your expectations by providing attentive, high-touch personalized service.

Christy graduated from Franciscan University with a BS in Business Administration.

Christy & her husband Wayne, reside in Palatine with their three children, Bo, Brock, & Titus.
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
- Franciscan University, B.S. Business Administration
303 East Main Street
Barrington, IL 60010

Strategic Partners

Ryan T. Lindgren, CIMA, CFP

Senior Vice President–Wealth Management
Ryan T. Lindgren, CIMA, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2131
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Serving as a relationship manager for the team, Ryan provides advice and guidance to affluent families and professionals. He employs the team's strategic approach in helping clients address their complex financial needs and lay the foundation for pursuing their goals.

Ryan currently serves as the Treasurer of the University of Illinois – Chicago Letterman's Club and is the Founder and President of the Patrick Grange Memorial Foundation for ALS.

Ryan is a Certified Investment Management Analyst (CIMA®) from University of Chicago Booth School of Business, a Certified Exit Planning Advisor (CEPA) and earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation. Ryan received a B.S. in Finance and Marketing from the University of Illinois – Chicago.

Ryan and his wife, Jen, reside in Chicago with their children Isla and Greyson.
- 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.
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
- University of Illinois – Chicago, B.S. Finance and Marketing
- Certified Investment Management Analyst®
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor
Financial planning

Retirement planning

Estate planning strategies

Business succession

Investing

Custom portfolios

303 East Main Street
Barrington, IL 60010
Jacob R. Niggemann

Senior Vice President–Wealth Management
Jacob R. Niggemann

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2103
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Serving as a relationship manager for the team, Jake executes and implements the strategic recommendations for our clients, such as gaps of insurance coverage and credit and liquidity management solutions through UBS Bank USA. He is also responsible for coordinating with our client’s other advisors to ensure that our collaborative work for our mutual client is achieved.

Jake currently serves as the Treasurer of the Board of Directors for Messiah Lutheran Preschool & Kindergarten and is the Founder and Administrator of The Gayle M. Niggemann Memorial Fund.

Jake received a B.S. in finance from Northern Illinois University and a Certificate in Advanced Portfolio Management from DePaul University.

Jake and his wife, Krystal, reside in Wauconda with their two children, Conrad and Collette.
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
- Northern Illinois University, B.S. Finance
- DePaul University, Certificate in Advanced Portfolio Management
Financial planning

Retirement planning

Estate planning strategies

Business succession

Investing

Custom portfolios

Asset allocation

Securities-backed lending

303 East Main Street
Barrington, IL 60010
Jeanne Varwig

Client Associate
Jeanne Varwig

Client Associate

UBS Financial Services Inc.

Private Wealth Management

303 East Main Street
Barrington, IL 60010

847-277-2121
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MN
- MO
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
Jeanne brings over 25 years of financial services experience. She will be responsible for supporting the team in all phases of client relationship management. Jeanne will strive to exceed your expectations by providing attentive, high-touch personalized service.

Jeanne has a BS from the University of Michigan and an MBA from Northwestern University, Kellogg School of Management

Jeanne and her son Sean reside in Barrington.
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
- University of Michigan, B.A. English
- Kellogg Scholl of Management, Northwestern University, MBA, Finance & Accounting
303 East Main Street
Barrington, IL 60010

A single touchpoint for all your financial needs

When it comes to what matters to you—your family, business and legacy—it’s more important than ever to have a partner you can trust to guide you forward.

Your family

Your business

Your legacy

With our diverse backgrounds, we provide an experienced perspective on both financial and legacy planning. Through our comprehensive planning process, we help prioritize your goals, establish proper asset allocation, manage risk and assess estate and charitable planning strategies.

Our planning process begins with a series of meaningful conversations. We then work with you to establish a comprehensive financial plan that prioritizes your goals.

Partnering with resources across UBS, including the Global Family Office, the Family Office Services Group as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.

Given our experience helping entrepreneurs and founders launch, evolve and exit their companies, we believe our advice can add value at every stage. From growth strategies and succession planning to business transition planning and post-liquidity wealth management, we will guide you every step of the way.

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.

Customized investing for your specific situation

Investments are the way we make your plan work. Our goals-based investment philosophy allows for highly customized portfolios driven by a strategic wealth allocation process. We practice a balanced, non-proprietary investment strategy and believe that research, diversification, and risk monitoring are the foundation of financial success.

As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Investment management

Through our comprehensive due diligence and planning process, we gain a deep understanding of your financial picture so we help balance your tolerance for risk with your family’s goals, growth and income needs. This allows us to craft an asset allocation that supports your financial plan and seeks to limit risk and lower volatility.

By listening and aligning with your objectives, we focus on strategies that help mitigate risk. We communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Portfolio management

You. Connected.

Private Wealth Management

As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.

Get in touch

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

^$3.9 trillion

In invested assets globally
As of 12/31/2022

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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Your future. Your legacy

Legacy Partners

2023 Forbes Best-In-State Wealth Management Teams

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Your primary source for financial advice

Private Wealth Advisors

Paul E. Lee, CPWA, CEPA, CRPS, CRPC

Christine M. "Christy" Gregory

Strategic Partners

Ryan T. Lindgren, CIMA, CFP

Jacob R. Niggemann

Jeanne Varwig

Private Wealth Advisors

Paul E. Lee, CPWA, CEPA, CRPS, CRPC

Christine M. "Christy" Gregory

Strategic Partners

Ryan T. Lindgren, CIMA, CFP

Jacob R. Niggemann

Jeanne Varwig

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A single touchpoint for all your financial needs

A single touchpoint for all your financial needs

Your family

Your family

Your business

Your business

Your legacy

Your legacy

Connecting you to the deep resources of UBS

Customized investing for your specific situation

Investment management

Portfolio management

You. Connected.

Backed by the strength of UBS

A global leader in wealth management

Insights

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