Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Thomas Temple

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

Education

  • University of Illinois, B.S. in Marketing and Business Administration
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

t.temple@ubs.com
Thomas Temple
One Northbrook Place,Northbrook,IL,60062

Julie Hoersten

Wealth Management Associate

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.

Registered States:
  • 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

Education

  • College of Mount St. Joseph in Ohio, B.A. in Education
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

j.hoersten@ubs.com
Julie Hoersten
One Northbrook Place,Northbrook,IL,60062