Experience

Makes all the difference

Built on a comprehensive, goals-based wealth management approach, we provide long-term, strategic guidance to help you pursue financial confidence and peace of mind. We pride ourselves on managing all aspects of our clients' financial lives by providing a full range of wealth management and investment services. Our clients can expect unparalleled expertise and clarity in even the most complex matters. Our clients stay with us because we deliver consistent and thorough oversight of their investments with proactive communication, solid follow-through and support.

Thomas Rice

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • 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

Recognized as an industry leader:

  • 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, 2023, 2024The 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, 2023, 2024The 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

Education

  • University of Illinois at Urbana-Champaign, Undergraduate Degree
  • Loyola University in Chicago, MBA in Finance
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

tom.rice@ubs.com
Thomas Rice
One Northbrook Place,Northbrook,IL,60062

Tom Temple

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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

Education

  • University of Illinois, B.S. Business Administration and Marketing
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

t.temple@ubs.com
Tom Temple
One Northbrook Place,Northbrook,IL,60062

Jennifer Tomasino

Director

Senior Wealth Strategy Associate

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.

Registered States:
  • AL
  • 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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The 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

One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

jennifer.tomasino@ubs.com
Jennifer Tomasino
One Northbrook Place,Northbrook,IL,60062

Julie Hoersten

Wealth Management Associate

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.

Registered States:
  • 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

Education

  • College of Mount St. Joseph, B.A. Education
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

j.hoersten@ubs.com
Julie Hoersten
One Northbrook Place,Northbrook,IL,60062

Lori Skiba

Senior Client Associate

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.

Registered States:
  • 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
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

lori.skiba@ubs.com
Lori Skiba
One Northbrook Place,Northbrook,IL,60062