Experience

Jeffrey Steffes graduated from the University of Wisconsin–Oshkosh in 1978 with a Bachelor’s degree in Business Administration. Building on that foundation, Jeff has developed 34 years of investment management experience with UBS Financial Services, where he serves as a dedicated and client‑focused Financial Advisor based in Brookfield, Wisconsin.

Outside of his professional work, Jeff enjoys an active and well‑rounded lifestyle. In his spare time, he can often be found playing golf, enjoying pickleball, woodworking, or traveling, pursuits that reflect both his creativity and his love of staying engaged with the world.

Joseph C. Steffes, CFA®, CMT®, is a Financial Advisor with UBS who has advised individuals and families for over 17 years. He graduated from the University of Wisconsin–La Crosse with a double major in Finance and Economics, and holds both the Chartered Financial Analyst® and Chartered Market Technician® designations.

Joe is passionate about technical analysis and charting and integrates those disciplines with broader portfolio planning to help clients make informed decisions across market cycles. As a third‑generation member of his family’s team at UBS, he is deeply committed to multi‑generational relationships—serving clients and their families with continuity, care, and clear communication.  His approach is grounded in listening first, aligning recommendations with each client’s objectives, and staying disciplined over the long term.

Born and raised in Wisconsin, Joe enjoys watching Green Bay Packers games, spending time with his wife and two boys, coaching flag football, and exploring new hiking trails. 

Jacob Rams is a Senior Wealth Strategy Associate at UBS Financial Services, based in Brookfield, WI and originally from Oconomowoc, WI. A proud graduate of the University of Wisconsin–Whitewater with a degree in Finance, Jacob is a Certified Financial Planner™ with over six years of experience at UBS. He specializes in creating comprehensive financial plans designed to guide clients confidently into and through retirement.

Jacob’s approach is rooted in a deep commitment to understanding each client’s unique goals and priorities. He leverages the full breadth of UBS’s global resources to deliver tailored strategies, integrating retirement planning, investment management, and financial wellness education.

Outside of work, Jacob is passionate about fitness and enjoys playing golf and pickleball. He is a lifelong Chicago Bears fan and cherishes time spent with his family. Jacob and his wife, high school sweethearts, recently welcomed a baby boy. Balancing a rewarding career with family life and personal wellness is central to his philosophy, both professionally and personally.