How can you pursue what matters most?

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Steve Daugherty’s career in wealth management began with a desire to create opportunities for his family while helping others achieve financial confidence and security. After serving in the United States Marine Corps and working his way through undergraduate and graduate school, Steve pursued a corporate career but found himself seeking greater purpose and fulfillment.

Driven by an entrepreneurial spirit and a passion for helping others, Steve transitioned into financial services and joined Dean Witter, later Morgan Stanley, as a Financial Advisor. In 1998, he founded The Daugherty Group at Morgan Stanley and, in 2007, moved the team to UBS Financial Services to further expand its ability to deliver comprehensive wealth management solutions.

Today, Steve focuses on helping individuals and families navigate complex financial decisions through strategic financial planning, retirement income planning, and investment management. He is passionate about building long-term relationships and helping clients create meaningful financial outcomes for themselves and future generations.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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.

• Loyola University , Bachelor of Arts
• Benedictine University , MBA

• Certified Investment Management Analyst

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Kevin Daugherty’s connection to wealth management began long before his professional career. Growing up, he witnessed firsthand the impact trusted financial advice can have on families, observing the relationships his father built and the confidence thoughtful planning created for clients.

After graduating from Arizona State University in 2006, Kevin entered the industry as a Wealth Planning Analyst, supporting more than 150 financial advisors. This experience provided a strong foundation in financial planning, communication, and practice management while reinforcing his belief that exceptional advisors serve as leaders and guides through life’s most important decisions.

Today, Kevin leads The Daugherty Group as a Senior Vice President Financial Advisor and Wealth Advisor at UBS. He works closely with business owners, physicians, attorneys, executives, and multi-generational families seeking coordinated wealth management strategies. His approach focuses on comprehensive planning, disciplined decision-making, and helping clients align their financial resources with the life they want to build.

Outside of the office, Kevin enjoys spending time with his wife, Shannon, and their son, Reilly, in Chicago.

CA Agent License #0M21808 

• Forbes Best-in-State Wealth Advisors, 2026The 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, 2024, 2025, 2026The 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 Plotkin works closely with individuals and families navigating the opportunities and complexities that often accompany significant wealth. She specializes in helping high earners, families seeking greater financial coordination, and those experiencing major personal or financial transitions.

Inspired by personal experiences that highlighted the importance of sound financial leadership, Christen is passionate about helping families gain clarity, make informed decisions, and move forward with confidence. Her planning process integrates investment management, tax-efficient strategies, wealth transfer planning, asset protection, and philanthropy.

By combining thoughtful guidance with disciplined planning, Christen helps clients simplify complexity and align their wealth with their personal values and long-term goals.

Outside of work, Christen enjoys traveling, cooking, playing tennis, and spending time with her daughter, Zoe. She is also an active supporter of Chicago-area youth programs through her service on the Associate Board of Urban Initiatives and can often be found cheering on the DePaul University Men’s Soccer team, where her husband, Mark, serves as head coach.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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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Molly Coleman serves as Team Administrator for The Daugherty Group, where she helps ensure the team delivers a seamless and exceptional experience for every client. She works closely with clients, advisors, and business partners to coordinate daily operations, facilitate communication, and support the team's commitment to service excellence.

Drawing on her experience in wealth management, Molly assists clients through important financial milestones by providing responsive service, careful attention to detail, and timely access to information and resources. Her strong organizational skills and client-first approach help create a high-touch experience that allows clients to feel informed, supported, and confident throughout their relationship with the team.

Molly takes pride in fostering strong client relationships and supporting the team’s focus on long-term planning and multi-generational wealth strategies.

Outside of work, Molly is active in her community and volunteers with Fisher House, Special Olympics Illinois, and Misericordia. She and her husband, along with their children and grandchildren, 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 Veenstra serves as a Registered Client Associate for The Daugherty Group and is dedicated to delivering a smooth, efficient, and personalized client experience. She supports clients with account servicing, cash management requests, account openings, and trade-related needs while ensuring every interaction is handled with professionalism and care.

Known for her responsiveness, attention to detail, and positive attitude, Marianne helps clients navigate day-to-day banking and investment service needs with confidence. Her commitment to exceptional service and relationship building makes her a valued resource for both clients and colleagues.

Marianne takes pride in helping clients feel informed, supported, and well cared for throughout their relationship with the team.

Outside of the office, she enjoys spending time with family, reading, traveling, and attending concerts and live theater performances.

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Austin Miller serves as a Wealth Strategy Associate, supporting the team’s financial planning and investment research efforts to help deliver comprehensive wealth management solutions. He works closely with advisors to maintain and update financial plans, conduct investment due diligence, and provide analytical support that helps clients stay aligned with their evolving goals.

His responsibilities include financial planning analysis, investment research, and ongoing support of the team’s wealth management process. Through careful planning, thorough research, and consistent execution, Austin helps provide advisors with the information and insights needed to support thoughtful decision-making and long-term client success.

Austin joined the team full-time in 2025 after completing both a bachelor’s degree in Finance and an accelerated master’s degree in Finance. Prior to joining the team, he spent two summers as an intern, gaining hands-on experience in financial planning, investment analysis, and client service. He is fully licensed and holds life and health insurance licenses.

Outside of work, Austin enjoys golf, basketball, hiking, and travel. He brings the same discipline, curiosity, and dedication from his personal pursuits to his role supporting clients and the advisory team.

• University of Arizona , Bachelor of Science Business Administration / Finance
• University of Arizona , Masters of Science in Finance