Matt leads the team's strategic vision, portfolio management and client relationships. His motto is to help clients gain control over their time and clarity over their financial future. Matt blends a proactive, disciplined approach to wealth planning combined with strong listening and communication skills. This enables him to connect and adapt to our diverse client base, whether it is to get nitty-gritty with the details or simply to hold someone’s hand through a critical decision. Matt grew up with a legendary high school football coach as a father, playing quarterback for him and through college. These unique life experiences have paid off for him as an advisor, to the benefit of our clients. He consistently maintains a level head through turbulent markets and events, providing our clients with confidence, tranquility and leadership.

Matt lives in Chicago with his wife, Tonya, children, Marlo and Eliana, and 2 beloved French bulldogs. He enjoys travel, music, contemporary art, sports and the culinary arts. His civic involvements include mentorship of underrepresented startup founders through the UBS VC Pathways program, assists in art acquisition by chairing Emerge at Museum of Contemporary Art, helps underprivileged children afford private school as Director of Corporate and Philanthropic Giving at Friends of Bennett Day School, and supports the arts through the Chicago Committee at The Renaissance Society. Matt also works closely with UBS leadership to drive local culture through his appointment in the Financial Advisor Advisory Committee.

Registered States:
AR, CA, CO, DC, FL, GA, ID, IL, IN, LA, MA, MI, MN, MT, NC, NJ, NY, OH, SC, TN, TX, WA, WI

Vanessa is devoted to working with families to build and maintain their wealth plan. The wealth plan serves as the cornerstone for identifying goals, appropriate risk tolerance and a tool for uncovering potential deficiencies. By creating a plan, clients are able to think deliberately, define their goals and work to align their assets accordingly. Vanessa works through the planning process, determines needs and prepares for a range of possible future scenarios to help uncover opportunities and risks that might otherwise be overlooked.

Vanessa earned her B.S. from Ohio State University and MBA from the Kellogg School of Management at Northwestern University, and maintains a Certified Financial PlannerTM (CFP®) certificant. Originally from Ohio, Vanessa lives in Glen Ellyn with her husband and two children. Vanessa enjoys to cook, golf, and is involved in her community as a board member of Glen Ellyn Infant Welfare Society.

Registered States:
IL, OH

Carmel is the client concierge by leading the team's proprietary service model, providing portfolio analytics, and executing daily client needs. Carmel is the main point of contact for clients on a day to day basis and works to ensure all of their needs are met. Carmel brings an incredible 30 years of industry experience to the team, which helps clients receive a smooth client experience. Before joining the firm in 2003, she gained know-how at Merrill Lynch, Smith Barney and Prudential along the way.

Carmel lives in Chicago with her two children. While away from the office, Carmel enjoys attending concerts and sporting events, and remains active in her community as a volunteer for Roscoe Village Chamber of Commerce events.