Wealth advice that helps inspire confidence

Person standing on mountaintop

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.

Couple surfboards

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

    • image
    • image
    • AR
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • MA
    • MD
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • TN
    • TX
    • VT
    • WA

    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.

        • Certified Investment Management Consultant
        • Senior Portfolio Manager
        2055 Crocker Road
        Suite 201
        Westlake, OH 44145
      • Brian Kevin Cahill - Profile Photo

        Brian Cahill

        First Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AR
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IA
        • MA
        • MI
        • NC
        • NY
        • OH
        • OR
        • PA
        • TN
        • 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®) and an Accredited Investment Fiduciary. Brian is a graduate of Bowling Green University.

              2055 Crocker Road
              Suite 201
              Westlake, OH 44145
            • Mary B. Holland - Profile Photo

              Mary Holland

              Associate Director

              Senior Wealth Strategy Associate

              • image
              • image
              • image
              • AR
              • CO
              • FL
              • MA
              • MI
              • MN
              • NC
              • NH
              • NY
              • OH
              • PA
              • 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
                  • Patrick Holland - Profile Photo

                    Patrick Holland

                    Vice President–Wealth Management

                    Financial Advisor

                    • image
                    • image
                    • image
                    • AL
                    • AR
                    • CA
                    • CO
                    • FL
                    • GA
                    • IA
                    • ID
                    • IL
                    • MA
                    • MD
                    • MI
                    • MN
                    • MO
                    • NC
                    • NH
                    • NJ
                    • NY
                    • OH
                    • PA
                    • 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.  

                          2055 Crocker Road
                          Suite 201
                          Westlake, OH 44145
                        • Jill L. Braford - Profile Photo

                          Jill Braford

                          Wealth Management Associate

                          • image
                          • image
                          • 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

                            The circular economy: What is it?

                            Retirement planning

                            Retirement planning

                            Multigenerational planning

                            Multigenerational planning

                            Legacy—Wealth for others

                            For needs that go beyond your own—to help you improve the lives of others

                            What will your legacy be?
                            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                            Learn more at ubs.com/wealthway.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager

                            Insights