Wealth advice that helps inspire confidence

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Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.

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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.

  • Thomas P. Holland - Profile Photo

    Thomas Holland

    Senior Vice President–Investments

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • MA
    • MI
    • MN
    • NC
    • NH
    • NY
    • OH
    • TN
    • TX
    • VT

    With more than 45 years experience in the securities business, Tom rejoined UBS in 2006 as a Senior Vice President-Wealth Management and as a UBS Institutional Consultant and a Senior Portfolio Manager, having been employed as the manager of UBS’ predecessor firm, Paine Webber, in Cleveland for close to 20 years. He received his CIMC® designation in 1989, and was employed by Smith Barney as a Consulting Group Director providing investment advice to 401(k) organizations, pension plans, non-profits and high net worth individuals. Tom is a graduate of Cornell University.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Certified Investment Management Consultant
      • Senior Portfolio Manager
      2055 Crocker Road
      Suite 201
      Westlake, OH 44145
      thomas.holland@ubs.com
      Thomas Holland
      2055 Crocker Road,Westlake,OH,44145
    • Brian Kevin Cahill - Profile Photo

      Brian Cahill

      First Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IA
      • IL
      • MA
      • MI
      • MN
      • NC
      • NY
      • OH
      • OR
      • TN
      • TX
      • VT
      • WA

      Brian offers more than 30 years of experience in managing retirement plans; he joined UBS in 2006. Brian specializes in consulting on retirement plans for businesses and non-profit organizations. His approach is to focus on both the plan sponsor and its participants. Brian provides extensive assistance on developing investment policy statements, investment funds and vendor search and selection, and performance monitoring. For participants, he serves as a partner who provides guidance to secure their financial futures. Brian is a Chartered Retirement Plan Specialist (CRPS®). Brian is a graduate of Bowling Green University.

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          2055 Crocker Road
          Suite 201
          Westlake, OH 44145
          brian.cahill@ubs.com
          Brian Cahill
          2055 Crocker Road,Westlake,OH,44145
        • Mary B. Holland - Profile Photo

          Mary Holland

          Associate Director

          Senior Wealth Strategy Associate

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          • FL
          • MA
          • MI
          • NY
          • OH
          • TN

          Mary has over 20 years experience in the financial services industry. Having begun her career in municipal finance, she brings a unique set of skills to working with high net worth individuals, business owners and professional organizations. She has a commitment to the financial planning process and to helping clients understand and meet their long-term goals. She holds Series 7, 63, and 66 securities licenses as well as life, health, long-term care and annuity insurance licenses. Mary is a graduate of Marymount College and has an advanced degree in psychology from the Graduate Faculty New School for Social Research in New York City.

                2055 Crocker Road
                Suite 201
                Westlake, OH 44145
                mary.holland@ubs.com
                Mary Holland
                2055 Crocker Road,Westlake,OH,44145
              • Patrick Holland - Profile Photo

                Patrick Holland

                First Vice President–Wealth Management

                Financial Advisor

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                • AL
                • AR
                • AZ
                • CA
                • CO
                • FL
                • GA
                • IA
                • ID
                • IL
                • IN
                • MA
                • MI
                • MN
                • MT
                • NC
                • NH
                • NY
                • OH
                • TN
                • TX
                • VT
                • WA

                Patrick joined UBS in October of 2016.  He began his career in the insurance industry upon graduating from Ashland University in 2007 with a BSBA in Finance and a minor in Entrepreneurial Studies. In 2014 Pat was employed as a Registered Investment Advisor with a regional financial services firm in Northern Colorado.  He is Series 7, Series 63, Series 65 licensed and maintains his life, health and annuity as well as long term care Insurance licenses.  Pat specializes in financial planning, corporate retirement plans and client relations.  

                • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                    2055 Crocker Road
                    Suite 201
                    Westlake, OH 44145
                    patrick.holland@ubs.com
                    Patrick Holland
                    2055 Crocker Road,Westlake,OH,44145
                  • Jill L. Braford - Profile Photo

                    Jill Braford

                    Wealth Management Associate

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                    • FL
                    • OH

                    Jill began her career in the securities business in 1994.  Three years later she became a licensed Sales Assistant handling all aspects of the administration of individual retail and institutional accounts. She joined the Holland Group in 1998. She is proficient in all of the analytical tools that are required for preparing the reporting for the institutional accounts that we manage and handles all client service related issues. She is Series 7, 63 and 66 licensed and holds the Financial Paraplanner Qualified Professional designation.

                        • Financial Paraplanner Qualified Professional™
                        2055 Crocker Road
                        Suite 201
                        Westlake, OH 44145
                        jill.braford@ubs.com
                        Jill Braford
                        2055 Crocker Road,Westlake,OH,44145

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