Experience

Pat joined UBS and Holland Wealth Partners in 2016.  He joined his parents, Tom and Mary, to start to plan for their retirement in the future as their successor to the business.  Pat began his professional journey in the insurance side of the financial services industry upon graduating from Ashland University in 2007 with a BSBA in Finance and a minor in Entrepreneurial Studies.  Throughout his early career he developed expertise in commercial underwriting, personal and commercial policy sales, as well as guiding clients through health care and life insurance needs.  In 2014, he transitioned to investment management by joining a regional investment firm in Colorado, where he served as a Registered Investment Advisor and Fiduciary.  

Pat holds Series 7, 63 and 65 securities licenses, as well as licenses for life, health and annuities.  Pat became PMP certified after joining UBS, which is a specialized license that enables him to manage client accounts on a discretionary basis.  Pat  focuses on and enjoys client relations, implementation of strategic investment practices within managed platforms and provides comprehensive financial planning services.  

Pat is a proud 2003 graduate of St. Edward High School in Lakewood Ohio where he wrestled and gained interest in finance.  Outside of the office he and his wife Liz reside in Huron Ohio and enjoy boating and kayaking in the summer months.  He and Liz also very much enjoy cruising and traveling when able.

Brian joined UBS in 2006, and has more than 35 years of experience helping qualified and non-qualified retirement plans serve the needs of both sponsors and participants. Throughout his career, he has been dedicated to building strong, effective retirement programs by putting people first. As a Plan Manager, Brian works closely with service providers and offers fiduciary guidance to the plans he supports. He is especially passionate about connecting with participants, believing that personal engagement can make a meaningful difference in retirement outcomes. Brian and our team work with participants every day, providing guidance and support to help them feel more confident about their financial future. Brian is a Chartered Retirement Plans Specialist (CRPS®).

Taylor joined UBS in 2019 as an Associate in the Wealth Planning Development Program, obtaining his AWMA® designation that year. Since being appointed as a Financial Advisor in 2022, he has focused on financial planning and investment management, assisting clients in confidently navigating their financial futures.

Taylor has developed numerous distinctive financial plans, creating customized strategies to assist families in reaching their financial objectives. He is committed to providing tailored solutions that reflect the specific needs and ambitions of each client.

He earned a Bachelor of Science in Finance and Entrepreneurial Management from the University of South Carolina. He also holds Series 7 and 66 licenses, in addition to an Ohio Life, Accident, and Health License.

Taylor currently lives in Avon Lake with his partner Seanna and daughter Mila.  He enjoys playing hockey, golfing and working out in his free time.

Jill joined UBS in 2006, bringing extensive experience from her earlier career, which began in 1994 in the operations department of a previous firm. In 1997, she earned her license as a Sales Assistant and subsequently joined Holland Wealth Partners in 1998. As an integral member of the team, Jill oversees all team operations, manages client requests, and handles account administration. She is dedicated to establishing enduring relationships with each client and demonstrates thorough attention in responding to client inquiries and collaborating with the team to address a wide range of needs. Additionally, Jill contributes to providing tailored service and solutions, consistently aiming to surpass client expectations.

She holds Series 7, 63, and 66 licenses and has earned the Financial Paraplanner Qualified Professional (FPQP)  designation. She currently lives in Middleburg Heights with her fiancé and 3 children. She is an avid sports fan and enjoys vacationing with her family, going to musicals and sporting events of all kinds.