Let's move forward. Together.

Tate Group old photo

As you approach retirement, two questions are top of mind: Am I saving enough? Could I outlive my savings?

For more than 30 years, we’ve been helping our clients answer these questions and many others as they plan for a long and healthy retirement. Our multigenerational, multidisciplinary team offers an efficient process and strives to deliver a cost-effective structure that is focused on providing guidance for your immediate and long-term needs.

We are backed by the global strength of UBS, one of the largest wealth managers in the world. As we help guide you to—and through—retirement, we look at your complete final picture and focus on helping you shape the future you have always envisioned.

Your retirement deserves a second opinion
If you have assets totaling more than $500,000 and want a complimentary review of your retirement plan and portfolio, contact us today.

Couple at the shore

The proof is in our numbers

162

Collective years of experience

As of 06/23/2022

3

Advisors on the team


We are passionate about working as a team for our clients, assisting them personally and professionally as we manage their wealth. Our aim is to develop the kind of trust and efficiency that is helpful in every aspect of your financial life as we help each client stay on track to live the life they’ve dreamed of in retirement. Responsive and attentive, we have built long-lasting relationships by offering robust service that anticipates your needs. Learn about our comprehensive services.

  • Alan Wojtowicz Profile Photo

    Alan Wojtowicz, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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      Experience to guide you forward
      Since 2002, Al has dedicated his career to helping affluent families, business owners and corporate executives find the support, guidance, and knowledge they need to pursue their most meaningful financial goals. He focuses on understanding clients’ values and priorities, and works to transform their visions into a clear longterm plan. He understands the complexities that wealth often brings and is here to help his clients achieve both stability and simplicity in their financial lives.

      Whether his clients are selling a business, retiring from a lengthy corporate career, or in the prime of their earning years, Al and their team of 7 seasoned professionals stand ready to help in any situation.

      When he first joined the the team, Al was a college intern. Nearly two decades later, he continues to be an indispensable senior partner on our team. Today, he helps build financial plans, create customized portfolios, and educate clients’ children on key financial topics, among
      many other responsibilities.

      Professional achievements and education

      • Magna Cum Laude Graduate of Elmhurst University with a bachelor’s degree in finance and economics
      • Certified Exit Planning Advisor (CEPA)
      • Series 3, 7, 63, and 66 securities registration holder
      • Life and Long-term care insurance license holder
      • California Insurance License Number 0I34752

      Outside of UBS
      Away from the office, Al enjoys spending time with his wife and three
      children, and is an active volunteer for the Boy Scouts of America.

      • Forbes Best-in-State Wealth Advisors, 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.
      • UBS Wealth Management President’s Council, 2024, 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.

        • Certified Exit Planning Advisor
        Estate planning strategies
        Exit planning
        Business owners
        One Tower Lane
        Oakbrook Terrace Tower, Suite 1700
        Oakbrook Terrace, IL 60181
        alan.wojtowicz@ubs.com
        Alan Wojtowicz, CEPA
        One Tower Lane,Oakbrook Terrace,IL,60181
      • Michael Dastice Profile Photo

        Michael Dastice, CEPA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • FL
        • GA
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WY

        Experience to guide you forward
        Mike helps affluent families, entrepreneurs and business owners find sophisticated, personalized
        financial guidance. From investment banking and specialty lending to estate planning, he focuses on providing the best solutions possible for every client. No matter how complex their needs and aspirations, clients will have an ally who will help build a plan to achieve their goals.

        Mike first joined the team in 2006 as an intern and has spent his entire career with our
        team. Today, he focuses on combining his financial planning expertise with the vast resources available through UBS. He especially enjoys helping business owners know when and how to
        maximize a potential exit from their company.

        Ultimately, Mike’s goal is to be clients’ first call whenever they have a financial decision — whether they’re considering their legacy or simply buying a car. He understands that questions can arise at any moment, so he is available when clients need him — no matter the day or time.

        Professional achievements and education

        • Graduate of Elmhurst University with a bachelor’s degree in Business Administration
        • Certified Exit Planning Advisor (CEPA)
        • Exit Planning Institute member
        • Association for Corporate Growth member
        • Series 3, 7, 63, and 66 securities registration holder

        Outside of UBS
        When he’s not supporting clients, Mike enjoys spending time with his
        wife and two young sons.

        • Forbes Best-in-State Wealth Advisors, 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, 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.

          • Certified Exit Planning Advisor
          Estate planning strategies
          Exit planning
          Business owners
          One Tower Lane
          Oakbrook Terrace Tower, Suite 1700
          Oakbrook Terrace, IL 60181
          michael.dastice@ubs.com
          Michael Dastice, CEPA
          One Tower Lane,Oakbrook Terrace,IL,60181
        • Marcy Kolnick Profile Photo

          Marcy Joan Kolnick

          Client Associate

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            With over 30 years of experience in the industry, Marcy delivers the highest quality customer service by coordinating operational and administrative details.

            She has been a member of the Tate Group for over 15 years, and maintains very strong relationships with the group's clients.

             

            Outside of UBS

             

            Marcy lives in a the Western Suburbs of Chicago  and enjoys spending time with her two children.

                  One Tower Lane
                  Oakbrook Terrace Tower, Suite 1700
                  Oakbrook Terrace, IL 60181
                  marcy.kolnick@ubs.com
                  Marcy Joan Kolnick
                  One Tower Lane,Oakbrook Terrace,IL,60181
                • Rita Boudreau Profile Photo

                  Rita Boudreau

                  Registered Client Associate

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                  • AZ
                  • CA
                  • FL
                  • GA
                  • IL
                  • TX

                  Experience to guide you forward
                  Rita brings over 25 years of financial services experience to The Tate Group.  She joined UBS in 2011 as a Registered Client Service Associate. One of two Client Service Associates who manage the day to day operations of client accounts, she helps clients through the on-boarding process and maintains communication between clients, advisors and operational departments. She provides an excellent customer care experience.

                  Professional achievements and education

                  • Series 7 and 66 securities licenses

                  Outside of UBS
                  Away from the office Rita enjoys staying busy with her husband and three children.  Together they enjoy various sports and activities and just being a family.

                        One Tower Lane
                        Oakbrook Terrace Tower, Suite 1700
                        Oakbrook Terrace, IL 60181
                        rita.boudreau@ubs.com
                        Rita Boudreau
                        One Tower Lane,Oakbrook Terrace,IL,60181
                      • Anna Siwula Profile Photo

                        Anna Teresa Siwula, CDFA

                        Senior Wealth Strategy Associate

                        Certified Divorce Financial Analyst

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                        • CA
                        • FL
                        • GA
                        • IL
                        • TX

                        Experience to guide you forward
                        Anna joined the Tate Group in 2013 with 10 years of experience in the financial services industry. She supports clients with financial and retirement planning, banking, mortgages and insurance solutions. Anna specializes in supporting individuals facing divorce circumstances and all of the associated planning. She is also the team's marketing specialist, organizing specialized events, seminars and coordinating client conferences.

                        Prior to joining the team, Anna worked as a Licensed Personal Banker with JPMorgan Chase
                        and Financial Specialist with PNC.

                        Professional achievements

                        • Series 7, 65, 63, and 6 securities licenses as well as life insurance.
                        • Certified Divorce Financial Analyst® designation (CDFA®)
                        • Chartered Retirement Plans Specialist SM - CRPS®

                        Outside of UBS
                        During her free time Anna enjoys traveling, cooking, walking with her dog, and spending time with her family and friends.

                            • Certified Divorce Financial Analyst
                            One Tower Lane
                            Oakbrook Terrace Tower, Suite 1700
                            Oakbrook Terrace, IL 60181
                            anna.t.siwula@ubs.com
                            Anna Teresa Siwula, CDFA
                            One Tower Lane,Oakbrook Terrace,IL,60181
                          • Juan Castaneda Profile Photo

                            Juan Castaneda

                            Senior Wealth Strategy Associate

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                            • IL

                            Experience to guide you forward
                            Juan joined the team in 2018 and works closely with his partners to service the business
                            owner community. His role covers many areas, including financial planning, marketing, helping
                            people in transition and working with internal resources at UBS dedicated to helping entrepreneurs.

                            Professional achievements and education

                            • Magna Cum Laude Graduate of Elmhurst University with a bachelor’s degree in finance and
                              economics
                            • Series 7 and 66 securities licenses
                            • Chartered Retirement Plans Specialist SM - CRPS®

                            Outside the office
                            Juan is an active runner even after his collegiate career and enjoys seeing by foot the many views Chicago has to offer. He also enjoys practicing martial arts.

                                • Chartered Retirement Plans Specialist℠
                                One Tower Lane
                                Oakbrook Terrace Tower, Suite 1700
                                Oakbrook Terrace, IL 60181
                                juan.castaneda@ubs.com
                                Juan Castaneda
                                One Tower Lane,Oakbrook Terrace,IL,60181

                              A focus on personalized access and service

                              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                              Clients sitting with advisor

                              Empower your investments

                              Who are our clients?

                              Three generations on beach

                              From success to succession

                              How do we help build your financial plan?

                              What are the strengths of UBS?

                              two men planning

                              Ready to sell your business?

                              The five hallmarks of a successful sale

                              Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              $6 trn

                              UBS Group invested assets
                              As of 12/31/2024

                              51 countries

                              Our global footprint

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