Experience

The most rewarding part of my job is knowing that I am making a difference in my clients’ lives. As a Financial Advisor to successful multigenerational families, I help them pursue what matters most, protect against the unexpected, and leave a meaningful legacy.

My practice is built around comprehensive financial planning. I begin every relationship by getting to know my clients, learning about their dreams and their concerns. Many of my clients are active in a variety of professions and activities; or retired. Another segment of my client base consists of corporate executives, and equity compensation represents a significant portion of their wealth. My background handling corporate stock plans, in addition to Wealth Management, enables me to further help corporate executives diversify their holdings, sell shares as an insider and generate consistent cash flows.

I have nearly 25 years of experience—all with UBS—in offering a broad range of wealth management services. I work with an extended team of specialists inside and outside the firm, including estate planning attorneys and tax experts, to meet my clients’ needs. I earned my M.B.A. from the University of Chicago Booth School of Business in 2009.

As a former Division I college swimmer, current triathlete, and Chicago resident, I am pioneering an effort through the Chicago Park District to teach swimming to lower-income individuals. I also volunteer at Chicago’s Lurie Children’s Hospital. Outside of the office, I enjoy playing guitar, traveling and spending time with family and friends.

I limit the number of families I work with in order to offer exceptional client service to each client household. I believe that trust is the foundation of every relationship, and nothing makes me happier than when a loyal client refers a colleague or family member to me.

Coming from higher education, Karen previously worked in admissions for the Kellogg Graduate School of Management at Northwestern University. She joined UBS PaineWebber in November 2001 as a Client Service Associate. In July 2002, she joined the team. Karen’s goal is to provide excellent service to clients with any transactional, operational and administrative support they need.

Karen lives in Chicago with her husband, Donzell and their daughters Alyssa and Alexandra. She enjoys traveling and is a lifelong learner.

Clare joined UBS Financial Services, Inc. in 2017. She specializes in anticipating client needs, providing solutions, and delivering proactive concierge-level services tailored to our clients' individual wealth management situations. Clare graduated from the University of Illinois Urbana-Champaign with a BS in Agriculture and Consumer Economics, with a concentration In Financial Planning. She holds the FINRA Series 7 and 66 securities licenses. When not in the office, she enjoys running, dance, and spending time with family.