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.

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

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

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • 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, 2022The 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.

    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 East Main Street
    Barrington, IL 60010
  • christy

    Christine M. "Christy" Gregory

    Senior Client Associate

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    • 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

        Ryan T. Lindgren, CIMA, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • 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.

          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
        • jake

          Jacob R. Niggemann

          First Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • 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

              Jeanne Varwig

              Client Associate

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                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.

                  A single touchpoint for all your financial needs

                  Your family

                  Your family

                  Your business

                  Your business

                  Your legacy

                  Your legacy

                  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.

                  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.

                  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

                  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.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  Global leader

                  UBS is a world-leading wealth manager

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  #1

                  for High Net-Worth clients

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

                  Insights