$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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.
Steve received a Bachelor’s degree in Business Administration from Truman State University in 1993 and has since devoted his entire career to working at UBS. Steve obtained the highly regarded Certified Investment Analyst (CIMA®) certificate in 2004 and the Certified Financial Planner (CFP®) in 2006.
In 2004, Steve co-founded a wealth management team which has transitioned into the Northstar Partners Wealth Management Group. Steve utilizes his advanced analytical skill set to help high net worth individuals develop goal-oriented investment strategies. He evaluates a client's entire financial picture to implement a plan that is customized based on their agreed upon needs and aspirations. Helping families confidently accumulate, preserve, and transfer wealth through our planning-based approach, allows families to successfully achieve their critical life goals. Steve believes in giving back and participated in a UBS mentorship program where he provided a small business owner with six months of pro bono financial advice. Continuing as a mentor, Steve has been working with a US Veteran transitioning to a business career. After losing his wife in December 2011 to a 16-year battle with metastatic breast cancer he became actively involved in supporting breast cancer research and organizations that help care for cancer patients and their loved ones. Steve, his wife Gale and their 3 children Grace, Charlie and William reside in Hinsdale. Steve enjoys coaching their children's soccer teams as well as their annual ski trip out West.
California Insurance License 0E36971
Kristen earned her Bachelor of Science degree from the University of Michigan in 2005. She worked as an orthopaedic research specialist at Shriners Hospital for Children and subsequently received her law degree in 2012 from the University of Illinois Chicago School of Law. As an attorney, she concentrated her practice in representing physicians and hospitals in actions alleging medical negligence and was selected as a Leading Lawyers “Emerging Lawyer” in 2017, 2018, 2019, and 2020.
Kristen joined Northstar Partners at UBS in 2020. She adds value for her clients by recognizing the importance of liquidity, longevity, and legacy. She helps individuals and businesses achieve their financial goals by constructing individualized portfolios and creating comprehensive financial plans that are unique to each client. By understanding their needs, and the relationships most important to them, Kristen strives to ensure the financial wellbeing of all her clients.
Kristen enjoys spending time with her daughter, Samantha, attending the ballet, and cheering on her alma mater at the Big House.
CA License Number: 4149532
A key member of the Zaharski/Smith Wealth Management Group since 2008, Alexandra works closely with clients close to retirement, developing customized financial plans for their retirement needs and lifelong goals. Her priority is to help her clients get the plans they need while they still have the ability to affect the outcome. Alexandra graduated from Tulane University in New Orleans, and began her career with UBS Financial Services Inc. in 2005. She holds the FINRA Series 7 and Series 66 security licenses as well as her life insurance license. Alexandra's work with both qualified plans and retirement-age individuals prompted her to study for the advanced Chartered Retirement Planning CounselorSM designation, which she received in June 2012. Alexandra, her husband Donnie and their two children live in Chicago. Alexandra is a devoted runner and enjoys travelling with her family.
Steve received a Bachelor’s degree in Business Administration from Truman State University in 1993 and has since devoted his entire career to working at UBS. Steve obtained the highly regarded Certified Investment Analyst (CIMA®) certificate in 2004 and the Certified Financial Planner (CFP®) in 2006.
In 2004, Steve co-founded a wealth management team which has transitioned into the Northstar Partners Wealth Management Group. Steve utilizes his advanced analytical skill set to help high net worth individuals develop goal-oriented investment strategies. He evaluates a client's entire financial picture to implement a plan that is customized based on their agreed upon needs and aspirations. Helping families confidently accumulate, preserve, and transfer wealth through our planning-based approach, allows families to successfully achieve their critical life goals. Steve believes in giving back and participated in a UBS mentorship program where he provided a small business owner with six months of pro bono financial advice. Continuing as a mentor, Steve has been working with a US Veteran transitioning to a business career. After losing his wife in December 2011 to a 16-year battle with metastatic breast cancer he became actively involved in supporting breast cancer research and organizations that help care for cancer patients and their loved ones. Steve, his wife Gale and their 3 children Grace, Charlie and William reside in Hinsdale. Steve enjoys coaching their children's soccer teams as well as their annual ski trip out West.
California Insurance License 0E36971
Kristen earned her Bachelor of Science degree from the University of Michigan in 2005. She worked as an orthopaedic research specialist at Shriners Hospital for Children and subsequently received her law degree in 2012 from the University of Illinois Chicago School of Law. As an attorney, she concentrated her practice in representing physicians and hospitals in actions alleging medical negligence and was selected as a Leading Lawyers “Emerging Lawyer” in 2017, 2018, 2019, and 2020.
Kristen joined Northstar Partners at UBS in 2020. She adds value for her clients by recognizing the importance of liquidity, longevity, and legacy. She helps individuals and businesses achieve their financial goals by constructing individualized portfolios and creating comprehensive financial plans that are unique to each client. By understanding their needs, and the relationships most important to them, Kristen strives to ensure the financial wellbeing of all her clients.
Kristen enjoys spending time with her daughter, Samantha, attending the ballet, and cheering on her alma mater at the Big House.
CA License Number: 4149532
A key member of the Zaharski/Smith Wealth Management Group since 2008, Alexandra works closely with clients close to retirement, developing customized financial plans for their retirement needs and lifelong goals. Her priority is to help her clients get the plans they need while they still have the ability to affect the outcome. Alexandra graduated from Tulane University in New Orleans, and began her career with UBS Financial Services Inc. in 2005. She holds the FINRA Series 7 and Series 66 security licenses as well as her life insurance license. Alexandra's work with both qualified plans and retirement-age individuals prompted her to study for the advanced Chartered Retirement Planning CounselorSM designation, which she received in June 2012. Alexandra, her husband Donnie and their two children live in Chicago. Alexandra is a devoted runner and enjoys travelling with her family.
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.
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our October House View live conversation, featuring insights from Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas, and Paul Hsiao, Asset Allocation Strategist, CIO Americas.
03 October 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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