Knowledge

Eliot is a Managing Director-Wealth Management, a title reserved for only a select group of successful financial advisors. He has been with UBS for over 35 years and is the senior partner of The Simon Group. Eliot works with a limited number of high-net-worth executives, business owners, and retirees throughout the United States. It is his goal to ensure his clients' build a holistic financial plan designed to help them reach their goals and objectives while investing for future generations. 

Eric joined The Simon Group in 2016 and focuses on helping high-net-worth executives, business owners, and successors of family wealth plan all aspects of their financial lives. He is a CFP® Professional and Chartered Advisor in Philanthropy® which allows Eric to effectively help his clients strategically plan beyond just their investments. 

Outside of work:

Eric is the Past Board President for Kids In the Middle and sits on numerous other committees at local and national nonprofits. Ask him about his philanthropy! He loves talking about good causes. 

Laci is the team lead, responsible for continuously strengthening client relationships through proactive communication and helping them navigate any issues. She facilitates the team's comprehensive financial planning and directs all trading operations including: Equities, Exchange traded funds, Mutual funds, and Alternative investments. Laci has 18 years of experience in finance and has spent 14 of those working with The Simon Group.

Outside of work:

Laci is actively involved with the NephCure Kidney International where she serves as the Fundraising Event Lead for the Midwest Region.

Brooke oversees all client administration and reporting for The Simon Group. She brings more than 14 years of financial services experience to the team. She prides herself on building strong connections with clients while delivering exceptional client services. In 2016, Brooke was recognized as a Wealth Management Associate, which is given to talented Client Service Associates who support financial advisors focused on holistic wealth management strategies. 

Outside of work:

Brooke is involved in her community and volunteers with local events. She enjoys traveling with her husband, physical fitness, and spending time with her amazing family and friends.