Financial planning tailored to your goals

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Steve Daugherty's journey into the financial services industry began with a drive to provide for his family and secure their future.  After serving in the United States Marine Corps and working his way through undergraduate and graduate school, Steve found himself lacking fulfillment in corporate life.

A lack of professional challenge and personal satisfaction lead Steve to make a major career change and join Dean Witter (later Morgan Stanley) as a financial advisor.

In 1998, Steve founded the Daugherty Group at Morgan Stanley, leveraging his entrepreneurial spirit and desire to serve others. Later, in 2007, he moved the group to UBS Financial Services, drawn by UBS's focus on delivering comprehensive wealth management solutions to individual clients.

Steve is deeply passionate about the impact he makes in the lives of people by helping them solve their financial challenges,. Today, as part of UBS, Steve and his team are dedicated to providing strategic financial planning, critical retirement income planning, and investment management for their clients and their families.

Among his top priorities in his practice is assisting clients in building an investment strategy designed to maintain rising income and purchasing power for a comfortable and independent retirement. Furthermore, Steve strongly believes in his investment philosophy and the strategies he recommends to his clients, ensuring that every investment aligns with a well-designed comprehensive financial plan. Steve is committed to advocating for what is possible for his clients and their families.

With a history rooted in service, a passion for helping others, and an unwavering commitment to making a lasting difference in the lives of those he serves, Steve Daugherty exemplifies the true essence of leadership.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• 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.

• Benedictine University , MBA

• Certified Investment Management Analyst®

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“The process always starts with a conversation about what is most important to you and your family”

Kevin Daugherty has had a lifelong connection to the wealth management industry, witnessing firsthand the impact of financial advising through his father's work. Growing up, he observed the way his dad built meaningful relationships with clients and their families, inspiring Kevin to follow a similar path. 

After graduating from Arizona State University in 2006, Kevin took his first steps into the industry as a Wealth Planning Analyst. In this role, he provided essential support to over 150 financial advisors, gaining valuable experience in planning and communication that laid the groundwork for his future practice. It was during this period that he discovered the crucial distinction between being an advisor and being a leader. Witnessing his father and his partner, Marty, exemplify leadership by actively advocating for their clients, Kevin realized that he wanted to follow in their footsteps and become a true leader in the financial advising realm.

 Kevin's passion for helping clients achieve their goals and dreams only grew stronger as he saw the positive impact his work had on their lives and families. Embracing this newfound vision, he has grown into the role of a Wealth Advisor and Senior Vice President at UBS.

Today, Kevin is dedicated to providing leadership by enrolling clients in a bigger vision of what is possible for them and their family. He continues to place a high value on comprehensive planning and cherishes the strong partnerships he cultivates with his clients. Kevin is proud to serve a limited number of clients that include business owners, physicians, attorneys, and young professionals.

Through his leadership and unwavering commitment to his clients, Kevin Daugherty embodies the true essence of a financial advisor, making a profound difference in the lives of those he serves.”

CA Agent License #0M21808 

• 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.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Arizona State University
• Pompeu Fabra University

• Wealth Advisor

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Christen discovered her passion for helping others build confidence, particularly when it comes to their wealth and future, early on and has been committed to doing so for over a decade. As a partner and Financial Advisor with The Daugherty Group, she believes that clients deserve to work with a team of leaders who will advocate for, defend, and protect what is most important to them and their family.

The foundation of each client relationship is built with a deep understanding of each client’s unique situation, concerns, aspirations, and values. Beyond helping clients make smart decisions about their investments she focuses on identifying tax mitigation, wealth transition, asset protection and charitable giving strategies to enhance their overall wealth. Christen believes in the power of synergy and collaboration and calls upon The Daugherty Group’s decades of experience, expertise from a network of trusted professionals and the capabilities of UBS – a global leader in wealth management – to deliver a greater level of clarity and confidence to her clients.

She is a proud mom to her daughter, Zoe, and enjoys exploring new restaurants, playing tennis, cooking, and traveling. Her and Zoe can be found cheering on the DePaul University Men’s Soccer team where her husband, Mark, is the team’s head coach.

She is an active Associate Board member for Urban Initiatives, an organization whose mission is to use the power of sport and play to empower Chicago’s youth to achieve academic success, develop social-emotional skills, and build social capital.

• 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.

• DePaul University, Bachelor's of Science in Finance, Honors Finance Cohort

• Accredited Wealth Management Advisor℠

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“Building a good customer experience does not happen by accident. It happens by design and with intent.”

As a Wealth Management Associate with the Daugherty Group she is constantly connected to clients and their changing needs by delivering relevant information and insights. Molly is committed to identifying and providing access to sophisticated ideas and opportunities.   She aspires to deliver the answers you need and the service you deserve.

The Daugherty Group's investment approach begins by working with clients to identify their long-term goals and understand the nature of their existing asset base. Throughout her career she has helped clients navigate multiple market cycles and corrections. Molly seeks to develop deep relationships with clients and contribute to the strategic plan to achieve their long term goals .

Personal Life 

Outside of work, Molly is passionate about making a difference in her community.  She participates in volunteer opportunities with Northern Illinois Food Bank, Special Olympics of Illinois and Misericordia. She along with her husband and three children are active members of St. Michael Church in Wheaton .

• Marquette University School of Business, Bachelors of Science in Human Resource and Economics

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Marianne joined UBS in 2020 and serves as a Registered Client Service Associate.  She is responsible for managing client accounts, cash flow needs, account opening and trade support.

Marianne's reliability, energy and proven skills brought her to The Daugherty Group and she also brings it to each interaction that she has within her role.  

Person Life 

In her free time Marianne enjoys spending time with her family, reading traveling and attending concerts.