Your lasting legacy

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Shawn works with business owners, attorneys, and other high net worth investors to deliver best-in-class financial planning and advice. As a Financial Advisor, Shawn has earned the coveted designations of Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). He has been recognized by Forbes as a Best-In-State Advisor in 2022 & 2023.

Prior to joining UBS Financial Services Inc., Shawn was a partner at a prominent Chicago law firm specializing in securities law. A graduate of Northwestern University with a B.A. in political science, Shawn then went on to earn a J.D. with honors from Chicago-Kent College of Law. He subsequently obtained his Series 7, 31 and 66 securities licenses, as well as life, health, and annuity insurance licenses.

The 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. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

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

• Northwestern University, B.A. Political Science
• Chicago-Kent College of Law, J.D.

• CERTIFIED FINANCIAL PLANNER
• Chartered Retirement Planning Counselor

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Jonathan has been in the financial services industry for the past 18 years. Prior to joining UBS in 2009, he was with Smith Barney where he focused on the needs of high-net-worth families, corporate executive financial services, and equity compensation programs. Jonathan's group worked with several Fortune 500 companies. 

Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales - Swansea.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.
• UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Denison University, B.A. Economics
• University of Wales - Swansea

• CERTIFIED FINANCIAL PLANNER
• Corporate Stock Benefit Consultant

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Tawana's career in the financial industry began in banking where she held various positions including bank teller, personal banker, teller supervisor and office manager. In 2000, she began working in the financial services industry as a Registered Client Service Associate and has developed a keen understanding of the trading platforms, operations and technology within the firm.

Tawana has a Bachelor Degree in Business Administration from Chicago State University and currently holds her Series 7, 63 and 66 licenses. In 2021, Tawana was promoted to the title of Team Administrator. 

• Chicago State University, Bachelor's Degree in Business Administration

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Tom has been in the financial services industry for over 30 years.  Prior to joining UBS in 2017 he worked as a financial advisor with North South Capital in Chicago.  In the past Tom has served as the manager of the Unit Trust Department at First Union Securities which later became Wells Fargo.  He has also worked on the Municipal bond desk with Prudential Securites.

Tom graduated with a degree in Business Admininstration from St. Ambrose University and has an MBA from Loyola University of Chicago with a concentration in Finance.  He currently holds  Series 7 and 66 licenses.

• St. Ambrose University, Business Administration
• Loyola University of Chicago, MBA

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Patrick has been in the financial service industry since August of 2020. Prior to joining UBS in 2022, he worked as a Financial Advisor with Thrivent in the Chicago market.

Patrick graduated with a degree in Business Administration from The University of Missouri in 2019.