Experience

With over 20 years of experience at UBS, Liz is dedicated to providing clients with a holistic wealth management process inclusive of thorough financial planning, insurance analysis, and estate planning.  By beginning each client relationship with a financial plan, Liz customizes investment portfolios to best meet each clients' specific needs. Having started her career at UBS' headquarters, Liz has deep roots throughout the firm, allowing her to easily leverage those relationships to deliver the firm's resources to her clients.

Committed to lifelong learning, Liz has earned several industry designations to best serve her clients.  Her accreditations include, CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor, Chartered Financial Consultant and Chartered Life Underwriter®.

Liz graduated cum laude from Bucknell University with a degree in business management and a minor in Spanish. She is an avid runner and enjoys running in races around the country.  Liz and her husband, Peter, live in the western suburbs of Chicago with their two children.

CA Insurance License 0M40348

Karen graduated with a bachelor’s degree in International Studies from Emory University and has earned the Wealth Advisor designation. As a Wealth Advisor, she is eminently qualified to provide highly personalized wealth management services to her clients.

As a pioneer in the field of Socially Responsible Investing, Karen believes that optimal wealth management is about aligning lifestyle, values and aspirations. To that end, she educates her clients and guides them towards investment strategies that merge these very personal elements.

During Karen's career, she has been recognized for her accomplishments in wealth management, including being inducted into UBS's Directors Club, being named to the Executive, President’s and Chairman’s Clubs, as well as the Charlie E. Merrill Circle, while at Merrill Lynch. 

Outside the office, Karen is active in the community, giving time, attention and resources to many organizations.  Some closest to her heart include Identity Youth Services, Jewish United Fund, Keshet, Kingswood United Methodist Church Food Pantry/Dinners, Misericordia, Mothers Against Senseless Killings, and Orot Center. Karen and her husband, Larry, reside on Chicago's North Shore, where she was born and raised. In her free time, Karen has a passion for the culinary arts, which she studied in France. Karen also enjoys golf, hiking and Chicago Bears football.

A 41-year veteran of the financial services industry, Mark is passionate about investing and research. While trained in all aspects of financial planning, Mark focuses on our clients' investment portfolios. As such, Mark ensures that investment strategies are aligned with our clients' goals and objectives.

Mark serves on the national board of Mikva Challenge, a nonprofit that was founded on the premise that youth voice and participation matter, and that civic and political life will be stronger when youth participate and help shape their own destinies.  Currently serving over 300,000 students annually, across 14 states and the District of Columbia, Mikva alumni have gone on to elective office and continue to actively engage in the civic life of their communities.

Mark holds a B.A. degree from the University of Missouri. Outside of the office, he enjoys playing golf and the bass guitar.

CA Insurance License 0D10915

An award winning Wealth Management Associate, Jennifer earned her B.S. in Finance from The University of Wisconsin – LaCrosse, and later earned her Certified Financial Planner™ (CFP®) designation, one of the most renowned certifications in the financial services industry.   During Jen’s tenure at UBS, she has been a multi-year recipient of the David Munwes Service Excellence Award.  This honor was created to recognize and reward exceptional service to clients, leadership among colleagues and service to community. In addition, Jennifer has been tapped to be a Client Service Coach, and for many years has given her time and expertise to improve the skills of others.

Jennifer’s financial planning expertise serves as an essential resource for our team.  Her main responsibility is to orchestrate and deliver unparalleled administrative attention to our clients.

Residing in Chicago’s northern suburbs with her husband, Chris, and their two young children, you can catch The Barberis family on fall weekends cheering on the local high school football team, where Chris is a coach, boating during the lazy days of summer, and participating in countless sports activities.

With compassion and authenticity, Nicci cares about connecting with people through excellent customer service.  As a result of Nicci’s commitment, she has received numerous awards for customer service and serves as a coach for her UBS colleagues.  In addition, Nicci is a mental health champion and a certified Mental Health First Aider committed to supporting her peers, friends and loved ones. 

Passionate about delivering a superior client experience, Nicci is responsible for our clients servicing needs such as, account administration, deposits, disbursements, banking services, online services and much more. Nicci has worked in the financial services industry for over 20 years.

Outside of work, Nicci's hobbies include reading, painting, crafting, badminton, pickleball, and spending time with her partner and their fur babies. 

As a client service associate on the Sheehan Heisler Rosenberg team, Kate's primary focus is working with our advisors to deliver comprehensive financial planning and excellent service to our clients.

Prior to joining UBS, Kate was at Charles Schwab where she was a Client Service Associate. Kate is originally from St. Croix in the US Virgin Islands, but moved to Chicago two years ago after graduating from Hobart and William Smith Colleges in New York in 2022. Her hobbies outside of work are sailing and exploring new restaurants in the city.