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With more than 45 years experience in the securities business, Tom rejoined UBS in 2006 as a Senior Vice President and as a UBS Institutional Consultant and 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 responsible for developing the Investment Strategies that are implemented by our Team. Tom is a lifelong resident of Lakewood, Ohio, a graduate of St Edward High School, where he is a member of the Board of Trustees, and 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

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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 non profit 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. 

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Pat joined UBS in October 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, 63 and 65 securities licensed and maintains his life, health and annuity licenses.  Pat specializes in financial planning, corporate retirement plans and retail client relations and investment execution. Pat currently resides in Huron, Ohio.

• 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.

• Portfolio Manager

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Brian joined UBS in 2006 and offers more than 30 years of experience as an advisor to qualified and non-qualified retirement plans. Throughout his career Brian has focused on both the plan sponsor and plan participants to maximize program effectiveness. At the Plan level Brian serves as a Plan Manager, coordinating all Plan service providers and providing advice to plan sponsors as a fiduciary to the plan’s he serves. Brian believes that attention to plan participants drives better retirement outcomes and Brian interacts with participants on a daily basis. Brian is a Chartered Retirement Plans Specialist (CRPS®).

• 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.

• Bowling Green State University, Bachelors in Finance

• Chartered Retirement Plans Specialist℠

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Taylor joined UBS as an Associate in the Wealth Planning Development Program in 2019 and received his AWMA® designation that same year. A graduate of the University of South Carolina with a B.S. in Finance and Entrepreneurial Management, Taylor initially worked for Vanguard and then spent time in California working for a talent agency. He is Series 7 and 66 licensed and holds an Ohio Life, Accident and Health License.  Taylor currently lives in Lakewood and enjoys playing hockey and golf and working out in his free time. 

• 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.

• University of South Carolina, Finance & Entrepreneurial Management

• Accredited Wealth Management Advisor℠

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Jill joined UBS in 2006.  She began her career in 1994 working in the operations department at Smith Barney.  In 1997 she became a licensed Sales Assistant handling all aspects of the administration of individual retail and institutional accounts. She joined the Holland Wealth Management Team in 1998. She is responsible for working directly with the team's clients by providing excellent client service, being proactive with clients' needs and earning the trust of clients by providing integrity and excellence to create a memorable client experience. She is Series 7, 63 and 66 licensed and holds the Financial Paraplanner Qualified Professional designation.  She currently resides in Middleburg Hts. Ohio with her 3 children.