Financial planning and beyond

Pencil and ruler on blueprints

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Darius Sanandaji Profile Photo

    Darius Sanandaji

    Managing Director–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • BA/MBA International Finance, DePaul University
    • Graduate, Wharton School of Business, University of Pennsylvania, Senior Consultants Program
    • Holds the Certified Investment Management Analyst designation
    • Holds the Certified Financial Planner™ designation 
    • Licenses: FINRA Series 3, 7, 63, 65

      • DePaul University, BA/MBA International Finance
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Senior Portfolio Manager
      One Tower Lane
      Suite 1700
      Oakbrook Terrace, IL 60181
    • Shoaib Sayeedi Profile Photo

      Shoaib Sayeedi

      Wealth Strategy Associate

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      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • IL
      • IN
      • MA
      • MI
      • MT
      • NJ
      • NM
      • NY
      • OH
      • OR
      • SC
      • TX
      • UT
      • VA
      • WA
      • WI
      • BBA, Accounting, Benedictine University
      • BBA, Finance, Benedictine University
      • Licenses: FINRA Series 7, 66

        • Benedictine University, BBA, Accounting
        • Benedictine University, BBA, Finance
          One Tower Lane
          Oakbrook Terrace Tower, Suite 1700
          Oakbrook Terrace, IL 60181
        • Ryan Callahan Profile Photo

          Ryan Callahan

          Client Associate

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          • IL
          • B.A., Economics, Northern Illinois University
          • 11 years of financial industry experience
          • Account Manager (McMaster-Carr [2013-2015])
          • Relationship Banker (JP Morgan Chase [2007 – 2013])
          • With UBS since 2015
          • Licenses: FINRA Series 7, 66, Insurance
          • Interests: Sports, Food, Outdoors, Music

            • Northern Illinois University, B.A., Economics
              One Tower Lane
              Oakbrook Terrace Tower, Suite 1700
              Oakbrook Terrace, IL 60181
            • Alon Kim Profile Photo

              Alon Kim

              Managing Director–Wealth Management

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              • AR
              • AZ
              • CA
              • CO
              • FL
              • GA
              • IA
              • IL
              • IN
              • MA
              • MI
              • MN
              • MO
              • MT
              • NC
              • ND
              • NJ
              • NM
              • NY
              • OH
              • OK
              • OR
              • PA
              • SC
              • TN
              • TX
              • UT
              • VA
              • WA
              • WI
              • WV
              • BS, Economics, Northwestern University
              • BA, Philosophy, Northwestern University
              • Licenses: FINRA Series 7, 63, 65, Insurance

                • Northwestern University, BS, Economics
                • Northwestern University, BA, Philosophy
                • Wealth Advisor
                • Senior Portfolio Manager
                One Tower Lane
                Oakbrook Terrace Tower, Suite 1700
                Oakbrook Terrace, IL 60181
              • Natalie Kott Profile Photo

                Natalie Kott

                Financial Advisor

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                • CA
                • CO
                • FL
                • GA
                • IL
                • IN
                • KY
                • MA
                • MI
                • MO
                • ND
                • NY
                • OH
                • OK
                • OR
                • SC
                • TN
                • TX
                • UT
                • WI
                • WV
                • BA, Marketing, University of Illinois at Chicago
                • 10+ years of financial industry experience
                • Wealth Management Analyst/Client Service Associate (Morgan Stanley [2005-2007])
                • With UBS since 2007
                • Licenses: FINRA Series 7, 66, 31, Insurance

                  • University of Illinois at Chicago, BA, Marketing
                    One Tower Lane
                    Oakbrook Terrace Tower, Suite 1700
                    Oakbrook Terrace, IL 60181
                  • Isabel O'Donnell Profile Photo

                    Isabel Mitria

                    Client Associate

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                    • CA
                    • FL
                    • IL
                    • IN
                    • BS, Finance, University of Illinois at Chicago

                      • University of Illinois at Chicago, BS, Finance
                        One Tower Lane
                        Oakbrook Terrace Tower, Suite 1700
                        Oakbrook Terrace, IL 60181

                      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.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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