Let's move forward. Together.

Mountain climber

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.

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.

  • Lynn Marie Magner Profile Photo

    Lynn Magner

    First Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • IL
    • IN
    • KY
    • MA
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • SC
    • SD
    • TX
    • WI
    • WV

        • CERTIFIED FINANCIAL PLANNER
        • Chartered Retirement Planning Counselor
        • Certified Divorce Financial Analyst
        Financial planning
        Legacy planning
        Long-term care planning
        Retirement planning
        Impact investing
        Women investors
        17335 Golf Parkway
        Suite 525
        Brookfield, WI 53045
        lynn.magner@ubs.com
        Lynn Magner
        17335 Golf Parkway,Brookfield,WI,53045
      • Lee McCarthy Profile Photo

        Lee McCarthy

        First Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • IN
        • KY
        • MA
        • MI
        • MN
        • NC
        • NE
        • NJ
        • NM
        • NY
        • OH
        • SC
        • SD
        • TN
        • TX
        • WI
        • WV

          • University of Rhode Island, B.A. in Finance
            Cash management
            Securities-backed lending
            Financial planning
            Retirement planning
            401(k) plan services
            Business owners
            17335 Golf Parkway
            Suite 525
            Brookfield, WI 53045
            lee.mccarthy@ubs.com
            Lee McCarthy
            17335 Golf Parkway,Brookfield,WI,53045
          • Hannah

            Hannah Romboy

            Client Associate

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                • University of Wisconsin – La Crosse, B.S.
                  Banking
                  Cash management
                  Multi-generational families
                  17335 Golf Parkway
                  Suite 525
                  Brookfield, WI 53045
                  hannah.romboy@ubs.com
                  Hannah Romboy
                  17335 Golf Parkway,Brookfield,WI,53045
                Three generations in apple orchard

                Turn possibilities into a plan

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                Mountain climbers on peak at sunrise

                A leading global wealth manager

                couple on beachfront

                UBS Wealth Way

                Wealth from your point of view

                An approach that works for your entire financial life
                Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $7 trn

                UBS Group invested assets
                As of 12/31/2025

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

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