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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
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    • WV
    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.

      • University of Illinois, B.S. in Marketing and Business Administration
        One Northbrook Place
        5 Revere Drive
        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
        • NC
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • VA
        • WA
        • WI
        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

          The circular economy: What is it?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

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          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

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