Always a take charge person, Steve enlisted in the Unites States Marine Corp after graduating High School. Subsequent to his service, Steve worked his way through undergraduate and graduate school.

During a successful career at the Bell System, Steve realized his goals were more in tune with the entrepreneurial spirit of the financial services industry. In 1998, Steve founded the Daugherty Group at Morgan Stanley and moved the group to UBS Financial Services in 2007 to take advantage of UBS's focus on delivering comprehensive wealth management solutions to clients.

Today at UBS, Steve and his team provide strategic financial planning, critical retirement income planning and investment management for entrepreneurs, executives, successful professionals and their families. One of Steve's top priorities in his practice is to help clients build an investment strategy designed to maintain rising income and purchasing power so they can retire comfortably and independently. He is committed to helping families save and invest for their children's and grandchildren's education.

Steve believes strongly in his investment philosophy and the strategies that he recommends to his clients. Every investment is carefully selected to follow the directions of a well-designed comprehensive financial plan.

Registered States:
AZ, CA, CO, CT, DE, FL, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, PA, TN, TX, VA, VT, WA, WI

"The process always starts with a comprehensive wealth management plan."

Kevin has had exposure to the wealth management industry his entire life.  He grew up watching his father build personal relationships with clients and their families and aspired to do the same. After graduating from Arizona State University in 2006, Kevin joined the industry as a Wealth Planning Analyst.  In this role, he supported over 150 financial advisors and cultivated a strong foundation for planning and communication allowing him to refine his own practice.

Today as a Wealth Advisor and Associate Director at UBS, Kevin is committed to helping clients build and manage their wealth with their overall objectives in mind. He continues to focus on planning and views the relationships that he cultivates with his clients as a partnership. He is proud to serve a limited number of clients that include business owners, physicians, attorneys and young professionals.

Equally dedicated to his community, Kevin is a member of the Lekotek Ambassador Board, a local non-profit that helps children with disabilities.  Outside the office, Kevin enjoys golf, traveling and running.

Registered States:
AK, AZ, CA, CO, CT, DE, FL, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, VT, WA, WI, WV

Christen discovered her passion for the wealth management industry early on and has been committed to it for over a decade. She joined UBS Financial Services after graduating from DePaul University with a bachelor's degree in finance and a minor in mathematics. Since then, she has held multiple roles with a focus on developing efficiencies to enhance the client experience. Most recently, Christen led the digital platform and strategy efforts for a group of 15 offices in the Northeast that consisted of over 300 UBS employees.

Christen fully embraces and is a driving force behind the Daugherty Group's holistic wealth planning process. The objective being to develop a custom financial plan for each client that serves as a guide through the phases of wealth accumulation, enhancement and transition. At its foundation is the understanding of each client's values, goals and concerns. She then builds a tailored plan by uniting the group's decades of experience with UBS intellectual capital and expertise from a network of trusted professionals. Her goal is to work together to help clients pursue what matters most.

During her free time she enjoys exploring new restaurants, staying fit, traveling, and watching soccer. In particular, she enjoys watching the DePaul University Men's Soccer team where her husband, Mark, is the team's Head Coach.

She is an active Associate Board member for Urban Initiatives, an organization that focuses on providing Chicago youth with opportunities to grow and learn, especially in academics, health, social-emotional learning, and leadership development.

Christen has her Series 7, 66 and Life Insurance licenses. In 2016 she attained the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning.

Registered States:
AK, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, PA, TN, TX, VA, VT, WA, WI, WV

Registered States:
AK, AZ, CA, CO, CT, FL, HI, IA, ID, IL, IN, KY, LA, MI, MO, NC, NM, NY, OH, PA, TN, TX, WA, WI, WV

After graduating from Marquette University school of Business, Molly entered the Financial Services industry. Throughout her career she has helped clients navigate multiple market cycles and corrections.  In 2003, Molly joined the Daugherty Group and moved with them to UBS Financial Services in 2007.

Molly is committed to identifying and providing access to sophisticated ideas and opportunities. As a Wealth Management Associate with the Daugherty Group she is constantly connected to clients and their changing needs by delivering relevant information and insights.  She aspires to deliver the answers you need and the service you deserve.

The Daugherty Group's investment approach begins by working with clients to identify their long-term goals and understand the nature of their existing asset base. Molly seeks to develop deep relationships with clients and contribute to the strategic plan to achieve their long term goals .

Outside of work, Molly is passionate about making a difference in her community.  She participates in volunteer opportunities with Northern Illinois Food Bank, Special Olympics of Illinois and Misericordia. She along with her husband and three children are active members of St. Michael Church in Wheaton .

Registered States:
AK, AZ, CA, CO, CT, FL, HI, IA, ID, IL, IN, LA, MA, MI, MN, MO, NC, NM, OH, PA, TN, TX, WA, WI

Registered States:
IL