Experience

Experience grounded in relationships.

Jim MacDonald has spent more than four decades in financial services, building relationships with individuals and families through changing markets and different stages of life. Since beginning his career at PaineWebber, a predecessor firm of UBS, in 1985, he has remained focused on understanding clients’ needs and providing thoughtful, personalized guidance.

Jim believes effective wealth management starts with listening. By taking the time to understand each client’s circumstances, concerns, and priorities, he brings perspective to complex financial decisions and helps clients consider how those decisions fit into their broader financial picture.

Many of Jim’s relationships have grown to include the children and grandchildren of the families he originally served. These multigenerational relationships reflect his commitment to personal service, continuity, and an understanding of what matters to each family over time.

Through his experience and access to UBS resources and specialists, Jim works with clients to navigate their financial lives with an informed, considered approach.

Outside of UBS, Jim enjoys spending time with his wife, Kathy, and son, Philip. He also enjoys spending time outdoors, playing golf, and reading nonfiction.

Credentials that build confidence.

Certified Financial PlannerTM (CFP®)
Certified Investment Management Analyst® (CIMA®)

Knowledge, perspective, and experience you can rely on.

Kathryn Halonen joined UBS in 1998 and brings extensive experience in advanced planning and investment management to the Jim MacDonald Group.

As a Certified Financial Planner, Kathryn helps support the team’s approach to wealth management by bringing thoughtful attention to the financial considerations that shape each client’s situation. She values the importance of understanding individual needs and helping clients navigate the details of their financial lives.

Outside of work, Kathryn enjoys spending time with her husband, Jonas, and their two sons, Jacob and Joshua, and attending their sporting events. 

Credentials that build confidence.

Certified Financial PlannerTM (CFP®)

Personal service. Attention to detail.

Since joining UBS in 2022, Shelby has built her experience in financial services, beginning in operations before joining the Jim MacDonald Group. She supports clients with their day-to-day financial needs, including money movement, bill payments, paperwork, and account requests, while serving as a responsive and trusted point of contact.

Shelby values building strong client relationships and takes pride in providing thoughtful, personalized service.

Outside of work, she enjoys spending time with her family, reading, and traveling.