Senior Vice President–Wealth Management
Financial Advisor
Guiding entrepreneurs transitioning to investors
With 30 years of experience as a Private Wealth Advisor, Tom is skilled in helping his clients address a range of complex wealth challenges. Today, as a senior partner of Centric Wealth Group, he focuses exclusively on helping entrepreneurs transition from business owner to investor.
“There’s no substitute for experience. Mine helps provide a steady voice in turbulent times because I have managed my clients’ wealth through them all.”
— Tom Schaefer
Through holistic planning, Tom connects the dots in his clients’ financial lives. From helping them prepare for their exit to overseeing the transaction, potential tax implications and the investment management of their capital, Tom’s involvement is thorough and thoughtful. Throughout the entire process, Tom’s relationships are front and center.
Past experience
FINRA registrations
Education
Life
Senior Vice President–Wealth Management
Financial Advisor
Guiding entrepreneurs transitioning to investors
With 30 years of experience as a Private Wealth Advisor, Tom is skilled in helping his clients address a range of complex wealth challenges. Today, as a senior partner of Centric Wealth Group, he focuses exclusively on helping entrepreneurs transition from business owner to investor.
“There’s no substitute for experience. Mine helps provide a steady voice in turbulent times because I have managed my clients’ wealth through them all.”
— Tom Schaefer
Through holistic planning, Tom connects the dots in his clients’ financial lives. From helping them prepare for their exit to overseeing the transaction, potential tax implications and the investment management of their capital, Tom’s involvement is thorough and thoughtful. Throughout the entire process, Tom’s relationships are front and center.
Past experience
FINRA registrations
Education
Life
Managing Director–Wealth Management
Financial Advisor
Financial stewardship for entrepreneurs and business owners
Bayly comes from a family of entrepreneurs. Watching his father over the years, he learned the importance of making every effort to succeed, and his path led him to the US Navy and then onto business school. While he chose not to fill his father’s entrepreneurial shoes, he realized how critical financial knowledge was to the business owner—and how much it could have helped his own father when he finally sold his company. Fast forward 25 years.
“I believe holistic advice is the best advice. That’s why I want to understand my clients’ entire financial picture and work with them for the long term.”
— Bayly Taff
Today, as a Private Wealth Advisor with Centric Wealth Group, Bayly has decades of experience serving business owners, executives and their families. While he continues to provide investment insight and oversight, his role is far more vital—he looks beyond client portfolios, works with their other professionals and addresses lifelong financial planning and stewardship. Bayly skillfully simplifies these often complex concepts so clients have the clarity to make more confident decisions about their businesses and their future.
Past experience
FINRA registrations
Education
Life
Managing Director–Wealth Management
Financial Advisor
Financial stewardship for entrepreneurs and business owners
Bayly comes from a family of entrepreneurs. Watching his father over the years, he learned the importance of making every effort to succeed, and his path led him to the US Navy and then onto business school. While he chose not to fill his father’s entrepreneurial shoes, he realized how critical financial knowledge was to the business owner—and how much it could have helped his own father when he finally sold his company. Fast forward 25 years.
“I believe holistic advice is the best advice. That’s why I want to understand my clients’ entire financial picture and work with them for the long term.”
— Bayly Taff
Today, as a Private Wealth Advisor with Centric Wealth Group, Bayly has decades of experience serving business owners, executives and their families. While he continues to provide investment insight and oversight, his role is far more vital—he looks beyond client portfolios, works with their other professionals and addresses lifelong financial planning and stewardship. Bayly skillfully simplifies these often complex concepts so clients have the clarity to make more confident decisions about their businesses and their future.
Past experience
FINRA registrations
Education
Life
Financial Advisor
Guiding families through their important financial decisions
James has over 10 years of experience as an advisor to families who have built and sold a business. Your family’s financial life becomes complex after the sale of the business, and we want to help simplify the process allowing you to enjoy the next chapter of your life.
“We are at our best when we go beyond just providing investment advice. We build a strong relationship built on trust and collaboration.”
— James Broyd
James and the Centric Wealth Group work closely with families to simplify complexity and develop the best financial roadmap for your family. This involves guiding you through planning, investments and charitable decisions. James firmly believes the relationship between your family and our team is paramount to the success of your financial plan.
Past experience
· UBS Private Wealth Management, 2011 – present
FINRA registrations
· Series 7 and 66 securities licenses
Education
· M.B.A., University of Tampa
· B.A. Communications, The Ohio State University
Life
· James enjoys golf, cycling and Ohio State football
· He is married and has two children
Financial Advisor
Guiding families through their important financial decisions
James has over 10 years of experience as an advisor to families who have built and sold a business. Your family’s financial life becomes complex after the sale of the business, and we want to help simplify the process allowing you to enjoy the next chapter of your life.
“We are at our best when we go beyond just providing investment advice. We build a strong relationship built on trust and collaboration.”
— James Broyd
James and the Centric Wealth Group work closely with families to simplify complexity and develop the best financial roadmap for your family. This involves guiding you through planning, investments and charitable decisions. James firmly believes the relationship between your family and our team is paramount to the success of your financial plan.
Past experience
· UBS Private Wealth Management, 2011 – present
FINRA registrations
· Series 7 and 66 securities licenses
Education
· M.B.A., University of Tampa
· B.A. Communications, The Ohio State University
Life
· James enjoys golf, cycling and Ohio State football
· He is married and has two children
Wealth Strategy Associate
Alyssa joined the team in June of 2023. She graduated Cum Laude from the University of Florida with a degree in Political Science and certificate in International Relations. Alyssa manages operations for the team, working directly with the client to assure that all their non-investment needs are being met. Her interests include playing tennis, paddleboarding, and trying new restaurants.
Wealth Strategy Associate
Alyssa joined the team in June of 2023. She graduated Cum Laude from the University of Florida with a degree in Political Science and certificate in International Relations. Alyssa manages operations for the team, working directly with the client to assure that all their non-investment needs are being met. Her interests include playing tennis, paddleboarding, and trying new restaurants.
Client Associate
Jennifer joined Centric Wealth Group in April 2022 bringing 20 years of wealth management industry experience to the team. She graduated from Auburn University with a BS in Marketing. Jennifer’s role focuses on meeting preparation, performance reporting and administration. Her interests include volunteering at her son’s elementary school, playing tennis and attending sporting events.
Client Associate
Jennifer joined Centric Wealth Group in April 2022 bringing 20 years of wealth management industry experience to the team. She graduated from Auburn University with a BS in Marketing. Jennifer’s role focuses on meeting preparation, performance reporting and administration. Her interests include volunteering at her son’s elementary school, playing tennis and attending sporting events.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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