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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.

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Pursuing your goals together

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.

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    Thomas Temple

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MI
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    • MO
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    • NE
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    • NY
    • OH
    • OR
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    • SC
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    • TX
    • UT
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    Tom began his career in the financial services industry as a Financial Advisor in 1986. He graduated from the University of Illinois in 1980 with a B.S. in Marketing and Business Administration.
    • 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.

    • University of Illinois, B.S. in Marketing and Business Administration
      One Northbrook Place
      5 Revere Drive
      Northbrook, IL 60062
      t.temple@ubs.com
      Thomas Temple
      One Northbrook Place,Northbrook,IL,60062
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      Julie Hoersten

      Wealth Management Associate

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      • 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
      Julie has worked in the financial services industry since 1981.  A securities registered associate, she holds a B.A. in Education from the College of Mount St. Joseph in Ohio.

        • College of Mount St. Joseph in Ohio, B.A. in Education
          One Northbrook Place
          5 Revere Drive
          Northbrook, IL 60062
          j.hoersten@ubs.com
          Julie Hoersten
          One Northbrook Place,Northbrook,IL,60062

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        UBS and Credit Suisse—stronger than ever

        Global Wealth Report 2024

        Crafted wealth intelligence

        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

        Gain additional insights into the trends shaping wealth in the US and around the world.

        Download the report

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        As of 03/31/2024

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