Steven D. Urban, the president and owner of UFAC, has been involved in the delivery of financial planning and investment advisory services for over 25 years. He is licensed as an attorney and Certified Public Accountant (CPA) in the state of Illinois. He has also earned the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA) designations. He received a bachelor's degree in Finance from the University of Notre Dame and a law degree from Depaul University College of Law.

Steven D. Urban, the president and owner of UFAC, has been involved in the delivery of financial planning and investment advisory services for over 25 years. He is licensed as an attorney and Certified Public Accountant (CPA) in the state of Illinois. He has also earned the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA) designations. He received a bachelor's degree in Finance from the University of Notre Dame and a law degree from Depaul University College of Law.

Lisa Sherwood is a financial and tax advisor with the firm. She is licensed as a Certified Public Accountant (CPA) in Illinois and has worked with UFAC since 2000, in addition to several years of prior experience in the financial services industry. She received a degree in finance from the University of Iowa.

Lisa Sherwood is a financial and tax advisor with the firm. She is licensed as a Certified Public Accountant (CPA) in Illinois and has worked with UFAC since 2000, in addition to several years of prior experience in the financial services industry. She received a degree in finance from the University of Iowa.

 

Andre Zagmout is a financial and tax advisor with the firm. He is licensed as a Certified Public Accountant (CPA) in Illinois. Andre received a bachelor's degree in Accounting and Economics from Wesley College, and a master's degree in Taxation from DePaul University. Prior to joining UFAC, Andre worked in the private wealth practices of both Deloitte and Northern Trust.

Dan Huh graduated from Bradley University in 1992 with a bachelor's degree in Economics after which he worked in tax and investments for various companies, including Zacks Investment Research, PricewaterhouseCoopers, and H&R Block.  He joined UFAC from 2000 to 2008, taking a few years to obtain necessary coursework in preparation for the CPA exam and also working at Northwestern Mutual, returning to the team in 2013.  He is currently licensed as a Certified Financial Planner™ and a CPA candidate.

Dan Huh graduated from Bradley University in 1992 with a bachelor's degree in Economics after which he worked in tax and investments for various companies, including Zacks Investment Research, PricewaterhouseCoopers, and H&R Block.  He joined UFAC from 2000 to 2008, taking a few years to obtain necessary coursework in preparation for the CPA exam and also working at Northwestern Mutual, returning to the team in 2013.  He is currently licensed as a Certified Financial Planner™ and a CPA candidate.

Jeremy Ander is a financial and tax advisor and has been with the firm since 2007. Jeremy is licensed as a Certified Public Accountant (CPA) in Illinois and has earned the Certified Financial Planner (CFP®) designation. Jeremy received his bachelor's degree in Business Administration from the University of Illinois and a master's degree in Business Administration from San Diego State University. Prior to joining UFAC, Jeremy worked in marketing for accounting and consulting firms Deloitte and CBIZ.

Jeremy Ander is a financial and tax advisor and has been with the firm since 2007. Jeremy is licensed as a Certified Public Accountant (CPA) in Illinois and has earned the Certified Financial Planner (CFP®) designation. Jeremy received his bachelor's degree in Business Administration from the University of Illinois and a master's degree in Business Administration from San Diego State University. Prior to joining UFAC, Jeremy worked in marketing for accounting and consulting firms Deloitte and CBIZ.

Pawel Gacek is a financial analyst with the firm. He received his B.A. from the University of Illinois at Chicago and received his law degree from Western Michigan University Cooley Law School. Pawel is a licensed attorney in Illinois with a background in estate planning, estate administration, and taxation. Prior to joining UFAC, Pawel worked in a private practice setting and also worked as a member of the Power of Attorney/Legal Guardianship/Estate team of Aon Hewitt serving several Fortune 500 companies.

Pawel Gacek is a financial analyst with the firm. He received his B.A. from the University of Illinois at Chicago and received his law degree from Western Michigan University Cooley Law School. Pawel is a licensed attorney in Illinois with a background in estate planning, estate administration, and taxation. Prior to joining UFAC, Pawel worked in a private practice setting and also worked as a member of the Power of Attorney/Legal Guardianship/Estate team of Aon Hewitt serving several Fortune 500 companies.

Jennifer Sebie is the office manager at UFAC. She began working at UFAC part-time as an Assistant Financial Analyst in 2011 while finishing her B.B.A. in Accounting at Loyola Unversity in Chicago. Upon completion of her degree in 2014, she began working full-time at the firm and transitioned into the role of office manager in 2015.

Jennifer Sebie is the office manager at UFAC. She began working at UFAC part-time as an Assistant Financial Analyst in 2011 while finishing her B.B.A. in Accounting at Loyola Unversity in Chicago. Upon completion of her degree in 2014, she began working full-time at the firm and transitioned into the role of office manager in 2015.