Experience

Tommy has more than 25 years of financial services industry experience. As a Senior Vice President - Wealth Management, Tommy works closely with his clients to gain a true understanding of who they are and what's most important to them. The relationships he and his clients have established with each other drive the entire process; this enables Tommy to better understand clients' needs, goals, and risk tolerance. He uses this information, along with his knowledge and experience, to create comprehensive strategies for his clients. He focuses on retirement, financial planning, and wealth management.

Tommy, who was a Certified Public Accountant before joining UBS, has a Masters Degree in Business from Lamar University. He is a deacon at Calvary Baptist Church and active in Young Life for Youth, Lamar Alumni Assoc. and Symphony SE Texas.

Before joining UBS in 2017, Ross spent five years as a financial services wholesaler with Jackson National Life in Nashville, Tennessee. During his time with Jackson, Ross had the opportunity to work with financial professionals and their clients all across the country. Through these interactions, he came to understand the huge impact that a qualified, trustworthy financial professional can have on his or her clients' financial well-being.  This inspired Ross to earn the CERTIFIED FINANCIAL PLANNER™ designation, and pursue a career that would enable him to work directly with clients. 

Ross' experience and education as a CFP® professional uniquely qualify him to help clients with estate planning, insurance needs analysis, college education funding, and retirement income planning.