A plan for today, tomorrow and generations to come

Generational Family on Beach

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

woman telescope

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.

  • r

    Thomas "Tom" Stiller

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • WA
    • WI

    Tom has 32 years of financial experience, with the last 27 at UBS Financial Services. Tom's primary focus is managing investments for affluent families, especially in retirement years.

    He attended DePaul University's Business School, obtaining a bachelor's degree in finance and accounting. He has achieved Series 7, Series 66, Series 63, and an insurance license.

    Tom is married and has three children and nine grandchildren, who live in the Chicago area, and with whom much time is spent together. Tennis and exercise are long time interests. For the past 23 years, Tom has been the Treasurer for the Legacy Club Homeowners' Association and the Treasurer for the Hybernia Homeowners' Association in Highland Park, Illinois.

    CA Insurance License: 0D35949

     

      • DePaul University, Bachelor's degree in Finance and Accounting
        One North Wacker Drive
        Chicago, IL 60606
        thomas.stiller@ubs.com
        Thomas "Tom" Stiller
        One North Wacker Drive,Chicago,IL,60606
      • t

        Madeline Kahn

        Financial Advisor

        • image
        • image
        • image
        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV
        • WY

          • Washington University in St. Louis, Bachelor of Science in Business Administration, Magna Cum Laude
            One North Wacker Drive
            Chicago, IL 60606
            madeline.kahn@ubs.com
            Madeline Kahn
            One North Wacker Drive,Chicago,IL,60606
          • Patty

            Patricia Roels

            Senior Client Associate

            • image
            • image
            • AL
            • AZ
            • CA
            • CO
            • FL
            • IA
            • IL
            • IN
            • MA
            • MI
            • NV
            • OH
            • OK
            • PA
            • SC
            • TX
            • WI

            Patty started in the industry in 1983. She began her career working in the operations area and eventually advanced to the Operations Manager position. After realizing her true passion was working directly with clients, she made the transition to working with financial advisors as a Client Associate.

            Patty joined UBS in 2005 and started working with Tom, which evolved into Dynasty Wealth Management, in 2017. She has her Series 7 and Series 63 licenses and currently serves as a Senior Registered Client Associate.

            Patty grew up and currently resides in the south suburbs of Chicago and has two adult children, Courtney and Josh.

                  One North Wacker Drive
                  Chicago, IL 60606
                  patricia.roels@ubs.com
                  Patricia Roels
                  One North Wacker Drive,Chicago,IL,60606

                Connecting you to the deep resources of UBS

                By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                Why does A.I. in space matter?

                Outlook on interest rates

                Tree

                UBS and Credit Suisse—stronger than ever

                Global Wealth Report 2024

                Crafted wealth intelligence

                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                Gain additional insights into the trends shaping wealth in the US and around the world.

                Download the report

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.8+ trn

                UBS Group invested assets
                As of 03/31/2024

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager