Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

  • weisner perez

    Weisner Perez

    Executive Director

    Market Director

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    • AL
    • AR
    • CA
    • CT
    • DC
    • FL
    • HI
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • UT
    • VT
    • WI
    • WV

    Weisner recently became the Market Director in the Barrington, Northbrook, and Oakbrook, IL branches in 2025. In his role, he helps deliver the open architecture of the firm to the financial advisors and teams to help them grow their business and serve their clients, all while overseeing the day-to-day management of the three branches.  Prior to this role, he served as the Market Director in the Las Vegas area, an Associate Market Executive for the Greater New England Market, and has also held numerous managerial roles within UBS Home Office. He currently holds his FINRA SIE, Series 3, 7, 66, 9, and 10 licenses. He also holds his Certified Exit Planner and Accredited Asset Management Advisor Designations.

    Weisner grew up in Berwyn, IL and attended Morton West high school. He graduated from Harvard University with a bachelor's degree in Sociology and minor in Economics while also being a member of the men’s basketball program where he served as captain. He currently lives in the Chicagoland area and enjoys spending his free time playing pickup basketball or golfing when the weather allows it. 

          One Northbrook Place
          5 Revere Drive
          Northbrook, IL 60062
          weisner.perez@ubs.com
          Weisner Perez
          One Northbrook Place,Northbrook,IL,60062
        • Diane Solem Profile Photo

          Diane Solem

          Associate Director

          Executive / Team Assistant

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          • IL

          Diane has over 29 years of experience in the financial services industry. She is currently the Executive Team Assistant for the Metro Chicago Market.

          Diane began her career as a Client Service Associate at PaineWebber. She previously became a Branch Office Administrator at Prudential Securities. From there she joined UBS as a Registered Branch Office Administrator and Branch Technology Liaison.

          Diane resides in Elmhurst with her sons, Jake and Zach. In her free time, she enjoys spending time with her family.

                One Tower Lane
                Oakbrook Terrace Tower, Suite 1700
                Oakbrook Terrace, IL 60181
                diane.solem@ubs.com
                Diane Solem
                One Tower Lane,Oakbrook Terrace,IL,60181
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              Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

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