Wealth advice that helps inspire confidence

• 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, 2024, 2025The 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

• 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, 2024, 2025The 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.

• 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, 2024, 2025The 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.

• 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™