Financial planning tailored to your goals

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Thomas Rice

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Tom has worked as a Financial Advisor since 1982. He holds his Series 7, 63, and 65 securities licenses. Additionally, he holds his Life, Accident, Health, and Long Term Care Insurance licenses. For California residents only CA Insurance License #0F54532

Tom received his B.A. from the University of Illinois at Urbana-Champaign and his M.B.A. from Loyola University in Chicago, IL. In his free time, Tom enjoys traveling, working out, and spending time with his family.
- Barron's Top 1,000 Financial Advisors, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- 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.
- University of Illinois at Urbana-Champaign, Undergraduate Degree
- Loyola University in Chicago, MBA in Finance
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Tom Temple

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Tom has worked as a Financial Advisor since 1986 after a career in marketing with IBM Corp. He graduated from the University of Illinois in 1980 with a BS in Business Administration and Marketing. Tom holds his Series 7, 63, and 65 securities licenses. Additionally, he holds his Life, Health, and Long Term Care Insurance licenses.

Tom is a singer, pianist, golfer, skier and active ocean and Lake Michigan shipwreck scuba diver and active with local organizations and charities.
- 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.
- University of Illinois, B.S. Business Administration and Marketing
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Jennifer Tomasino

Account Vice President

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Jenn is passionate about helping her clients achieve their financial goals while providing a highly personalized experience. Jenn’s goal is to get to know you, what’s important to you, where you are today, and where you would like to go tomorrow. These inputs are critical to developing a plan that’s focused on you, the client. Dedication, integrity, family, and understanding are the key values that drive Jenn’s relationship with her clients.

Jenn holds an MA in Economics and a BA in International Political Economy and Spanish Language/Literature from Fordham University. She has more than a decade of experience working in the financial services industry and holds her Series 7, 63, and 66 licenses.

Jenn lives in Chicago with her husband, Craig, and their two daughters.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Jill Hendrickson

Assistant Vice President

Investment Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MI
- MN
- NM
- NV
- NY
- PA
- SC
- TN
- TX
- WI
Throughout her 36 years with UBS, Jill has held various roles, including Branch Operations Manager, which provide her with extensive knowledge of the industry. Jill has served on the UBS Branch Operations Advisory Committee and as a Client Service Associate Coach and Mentor. Jill assists in developing and Implementing wealth management plans and strategies for our clients.

Jill graduated from University of Illinois at Urbana-Champaign. She holds series, 7, 8, 63, and 65 securities licenses, as well as life and health insurance licenses.
- The University of Illinois at Urbana-Champaign
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Julie Hoersten

Wealth Management Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Julie started her career in the financial services industry in 1981. She is dedicated to delivering extraordinary service for clients through integrity and a focus on details.

A securities registered Wealth Management Associate, she holds a B.A. in Education from the College of Mount St. Joseph in Ohio.
- College of Mount St. Joseph, B.A. Education
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Lori Skiba

Client Associate Senior
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
Lori began her career in the financial services industry in 2005, and has been with UBS for over 10 years.

She graduated with a B.A. in Economics at Northeastern Illinois University, and currently holds Series 7, 63, and 66 securities licenses.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Thomas Rice

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Tom has worked as a Financial Advisor since 1982. He holds his Series 7, 63, and 65 securities licenses. Additionally, he holds his Life, Accident, Health, and Long Term Care Insurance licenses. For California residents only CA Insurance License #0F54532

Tom received his B.A. from the University of Illinois at Urbana-Champaign and his M.B.A. from Loyola University in Chicago, IL. In his free time, Tom enjoys traveling, working out, and spending time with his family.
- Barron's Top 1,000 Financial Advisors, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- 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.
- University of Illinois at Urbana-Champaign, Undergraduate Degree
- Loyola University in Chicago, MBA in Finance
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Tom Temple

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Tom has worked as a Financial Advisor since 1986 after a career in marketing with IBM Corp. He graduated from the University of Illinois in 1980 with a BS in Business Administration and Marketing. Tom holds his Series 7, 63, and 65 securities licenses. Additionally, he holds his Life, Health, and Long Term Care Insurance licenses.

Tom is a singer, pianist, golfer, skier and active ocean and Lake Michigan shipwreck scuba diver and active with local organizations and charities.
- 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.
- University of Illinois, B.S. Business Administration and Marketing
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Jennifer Tomasino

Account Vice President

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Jenn is passionate about helping her clients achieve their financial goals while providing a highly personalized experience. Jenn’s goal is to get to know you, what’s important to you, where you are today, and where you would like to go tomorrow. These inputs are critical to developing a plan that’s focused on you, the client. Dedication, integrity, family, and understanding are the key values that drive Jenn’s relationship with her clients.

Jenn holds an MA in Economics and a BA in International Political Economy and Spanish Language/Literature from Fordham University. She has more than a decade of experience working in the financial services industry and holds her Series 7, 63, and 66 licenses.

Jenn lives in Chicago with her husband, Craig, and their two daughters.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Jill Hendrickson

Assistant Vice President

Investment Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MI
- MN
- NM
- NV
- NY
- PA
- SC
- TN
- TX
- WI
Throughout her 36 years with UBS, Jill has held various roles, including Branch Operations Manager, which provide her with extensive knowledge of the industry. Jill has served on the UBS Branch Operations Advisory Committee and as a Client Service Associate Coach and Mentor. Jill assists in developing and Implementing wealth management plans and strategies for our clients.

Jill graduated from University of Illinois at Urbana-Champaign. She holds series, 7, 8, 63, and 65 securities licenses, as well as life and health insurance licenses.
- The University of Illinois at Urbana-Champaign
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Julie Hoersten

Wealth Management Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Julie started her career in the financial services industry in 1981. She is dedicated to delivering extraordinary service for clients through integrity and a focus on details.

A securities registered Wealth Management Associate, she holds a B.A. in Education from the College of Mount St. Joseph in Ohio.
- College of Mount St. Joseph, B.A. Education
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Lori Skiba

Client Associate Senior
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MI
- MN
- MO
- MS
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
Lori began her career in the financial services industry in 2005, and has been with UBS for over 10 years.

She graduated with a B.A. in Economics at Northeastern Illinois University, and currently holds Series 7, 63, and 66 securities licenses.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

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Financial planning tailored to your goals

Pursuing your goals together

Thomas Rice

Tom Temple

Jennifer Tomasino

Jill Hendrickson

Julie Hoersten

Lori Skiba

Thomas Rice

Tom Temple

Jennifer Tomasino

Jill Hendrickson

Julie Hoersten

Lori Skiba

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Focus on liquidity management

CIO House View monthly livestream

UBS and Credit Suisse—stronger than ever

Sustainability matters

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