Financial planning for what you want to accomplish

Team

Well-planned, real-life solutions

We focus on smart financial planning using a process that reflects real life—and the real you. Our conversations start and end with your financial goals and your life situation. And we explain everything in clear terms that help you connect your financial decisions to your objectives. It’s all about you—and it’s never a one-size-fits-all solution.

Life will zigzag in countless ways. We guide individuals, families, corporations and not-for-profit organizations in making their best financial decisions in every situation. Whether you are the head of your governing board or the family you cherish, we’ll be there to help you maintain the path to your goals through every curve and each surprise that life brings.

Family photos

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.

  • Don Jackson

    Donald "Don" Jackson

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NM
    • NV
    • NY
    • OH
    • OK
    • PR
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WY

    Don and his team deliver highly customized financial and investment solutions for individuals, families, organizations, endowments and foundations. Don joined UBS in 1994 and is known for his straightforward, approachable style and client-centric approach. A client’s financial goals are the focus of everything Don does. Just as the first step in planning a journey is to select a destination, Don’s first step with clients is to identify their unique goals, tolerance for risk and their time frame. After each of these relevant factors are identified, Don develops a proper course of action to reach specific financial objectives.

    In his spare time, Don enjoys spending time with family and friends and building relationships in the Tulsa community.

    “We love the work we do. And I’m grateful that my professional life has led to such an enriching personal life with the relationships I’ve built and the terrific people I’ve met along the way. We’re so fortunate to have a profound and lasting impact on our community.”

    — Don Jackson

    Community Involvement:

    • Frequent guest analyst for local TV and radio stations
    • Leadership Tulsa Class ‘44

    Education:

    • Certified Investment Management Analyst (CIMA®), The Wharton School of Business
    • CERTIFIED FINANCIAL PLANNER™ professional, Northeastern State University, Oklahoma
    • Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute
    • Bachelors Degree in economics, University of Oklahoma

    Licenses:

    • Series 7
    • Series 31
    • Series 63
    • Series 65
    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Oklahoma, Bachelors degree in Economics
    • Certified Investment Management Analyst®
    • CERTIFIED FINANCIAL PLANNER™
    • Senior Managed Accounts Consultant
    • Certified Exit Planning Advisor
    6120 South Yale Avenue
    Suite 1800
    Tulsa, OK 74136
  • Layton

    Layton Sharum

    Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NM
    • NV
    • NY
    • OH
    • OK
    • PR
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WY

    Layton joined UBS following his graduation from the University of Tulsa in 2014. Layton’s focus for the team is gathering critical data from our clients for establishing financial goals, providing investment analytics and executing portfolio reviews.

    He helps clients with various financial planning needs, employing a careful process of discovery, goal-setting and formulation of actionable steps to achieve specific objectives. Layton takes a practical yet philosophical view toward the investment markets, stressing a long-term horizon and a carefully constructed asset allocation strategy.

    Born and raised in Arkansas, Layton is a lifelong Razorback fan. When he’s not working, he enjoys golfing and traveling with his family and friends.

     
    “I enjoy that I am in a profession where we can build wealth for our clients. I wake up excited to head to work.”
    — Layton Sharum

    Education:

    • Bachelor of Science in business administration, University of Tulsa

    Licenses:

    • Series 7
    • Series 66
    • State of Oklahoma life insurance and variable annuity licenses

     

      • University of Tulsa, Bachelor of Science in Business Administration
        6120 South Yale Avenue
        Suite 1800
        Tulsa, OK 74136
      • Andie Clem

        Andrea "Andie" Clem

        Senior Client Associate

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • FL
        • GA
        • IA
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • ME
        • MN
        • MO
        • MT
        • NC
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • TN
        • TX
        • UT
        • VA
        • WA

        Andie is the primary point of contact for all client inquires and service-related needs. She manages all operations for the team, including onboarding, account openings, asset disbursement, along with a variety of technical and administrative responsibilities. Her integral role on the team helps ensure seamless communications and operations for our clients.

        Andie joined UBS in 2000 and has worked with Don Jackson’s team from the outset. She began in the financial services industry in 1997 as an Operations Clerk for Frost National Bank in Fort Worth, TX, later moving to Merrill Lynch. Andie is known for her “can do” approach, strong service ethic and her natural inclination to assist others. She is proud to help individuals and families of all generations make positive financial decisions that enrich their lives, help them realize their true potential and fulfill their dreams.

        In her spare time, Andie enjoys spending time with her daughter Alexis, shopping for the perfect shoe, painting and traveling.

        “I just like helping people. We like finding the right answers. And I want people to feel comfortable that we can handle one generation to the next, and know that we’ll always be here.”

        — Andie Clem

        Licenses:

        • Series 7
        • Series 66

              6120 South Yale Avenue
              Suite 1800
              Tulsa, OK 74136
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              Cheryl Palmiter-Ekaitis

              Senior Client Associate

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              • OK
              • TX

              Cheryl is the newest member of The Jackson Group.  As our teams Business Development Specialist, she is responsible for our branding, strategic partnerships, and our client's overall experience with The Jackson Group.  Cheryl is the point person for all client and prospective client events and campaigns. Organized and process-driven, she truly enjoys planning special events to show our clients how much they mean to us.

              Cheryl began her financial career at American Century Investments in October of 1996. Over the last 20+ years the financial institutions and daily tasks may have changed, but her primary focus of delivering an exceptional customer service experience was always top of mind.

              Cheryl is a Kansas City, MO native who moved to Tulsa in the summer 2006 with her husband, Mark. On most evenings and weekends, she can be found at an ice rink supporting her daughter Mollie's competitive figure skating career.

              Education:

              • Bachelor of Science in speech communication, Central Missouri State University

              Licenses:

              • Series 6
              • Series 7
              • Series 9
              • Series 10
              • Series 24
              • Series 63
              • Series 66

                • Central Missouri State University, Bachelor of Science in Speech Communication
                  6120 South Yale Avenue
                  Suite 1800
                  Tulsa, OK 74136
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                  Stephanie Gifford

                  Associate Director

                  Wealth Management Banker UBS Bank USA

                  Current role and areas of expertise

                  Stephanie joined UBS Bank USA in 2017 and she is currently a Wealth Management Banker covering portions of the Midwest and Minnesota-Northern Plains markets.

                  Stephanie has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of banking and lending options that may complement a client's overall wealth management objective permitting UBS Financial Services Inc. to offer, as appropriate, both asset and liability management services to their clients.

                   

                  Professional history

                  Stephanie began her career in financial services in 2009. Prior to joining UBS, she was a Regional Bank Private Banker with Wells Fargo where she was responsible for maintaining a book of High Net Worth clients and worked closely with financial advisors to offer banking, insurance, and advisory solutions for their collective clients. Prior to, her roles included being a Project Manager for both Securities America and Carson Wealth Management Group where she collaborated with technology to develop multiple programs for their Advisory and Operations groups.  

                   

                   Education and personal information

                  Stephanie holds a BS in Business Management & Analysis from Bellevue University. She also holds several designations and licenses including the Series 7, 63, and 66 securities licenses and NMLS # 1475320

                  Outside of the office, when she's not busy volunteering at her son's school or going to his sporting events, Stephanie enjoys traveling, trying new restaurants, and volunteering for multiple non-profits throughout the Omaha metro area.

                  Stephanie resides in Omaha, Ne.

                • Melissa Lilly, CEPA, CTFA

                  Director

                  Wealth Planning Strategist

                  Current role and areas of expertise

                  Melissa is a Wealth Planning Strategist for the Central and East Divisions. In this capacity,
                  Melissa is responsible for providing Financial Advisors and their high net worth clients with
                  unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced
                  financial planner, she provides expertise in the following areas:

                  - Estate and multi-generational planning
                  - Retirement income and cash flow analysis
                  - Business continuity and succession planning
                  - Retirement plans and employee benefits
                  - Risk and liability management planning
                  - Charitable giving strategies
                  - Executive compensation and benefit strategies

                  Professional history

                  Melissa joins the Wealth Planning Strategist team after serving as a UBS Financial Advisor where
                  she worked with the Exit Planning and Wealth Consulting Group. Prior to joining UBS, Melissa was a
                  Wealth Advisor and Trust Officer with IBERIABANK, providing estate and financial planning advice to
                  high net worth clients. Melissa's background is in estate planning law. She practiced law in
                  California prior to moving to New Orleans in 2009.


                  Education and personal information

                  Melissa has a Juris Doctor from University of California, Davis and a Bachelor of Arts in English
                  from the University of Colorado at Boulder. Melissa holds her Series 7 and Series 66 securities
                  licenses, as well and life and health insurance licenses. She is a Certified Exit Planning Advisor
                  (CEPA) and a Certified Trust and Financial Advisor (CTFA).

                  Melissa and her husband live in New Orleans with their daughter and three dogs. She enjoys spending
                  time with her family and in the outdoors running and swimming.

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                  Tyler Deaver

                  WEALTH PLANNING ASSOCIATE

                  Tyler is the Wealth Planning Associate for the Midwest region. He joined UBS in 2020 as a Financial Advisor at the Wealth Advice Center located at our home office in Weehawken, NJ. There he worked with clients from across the country and gained well-rounded financial experience. Tyler is passionate about planning as he has seen firsthand the benefits of peace and confidence it instills in the lives of the clients he’s worked with.

                   

                  Tyler is originally from Las Vegas, NV and graduated from UNLV’s Lee Business School with a major in International Business and a minor in Spanish. He and his wife, Janae enjoy trying new restaurants, attending sporting events, and going for walks or bike rides.
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                  Jill Hollenbeck-Hill

                  Director

                  Senior Wealth Management Banker

                  Current role and areas of expertise

                  Jill Hollenbeck-Hill joined UBS Bank USA in 2017 and is currently a Wealth Management Banker covering the Midwest Market as well as the Wealth Advice Center.
                  Jill has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients with a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

                  Professional history

                  Jill began her career in financial services in 1990. Prior to joining UBS, she worked for Bank of America for 26 years holding various roles in Retail Banking, Training and Development, Branch Management, and Wealth Management which included managing her own book of high-net-worth clients.

                  Education and personal information

                  In Jill’s role as a Wealth Management Banker her NMLS # is 652406. She holds her Series 6, 7, and 66 securities licenses. She also holds a Bachelor of Arts from The University of Missouri –Columbia.
                  Outside of the office, Jill enjoys attending sporting events and trying out new restaurants.
                  Jill resides in St. Louis, MO with her husband and three boys.
                Family in yard

                Why we believe clients choose us

                Laptop planning

                Our process

                Retirement Couple

                Your unique plan

                What's your vision?

                We can help you bring your vision to life.

                Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                Backed by the strength of UBS

                A global leader in wealth management

                51 countries

                Our global footprint

                Financial strength

                Driving confidence.
                Aa3 (stable) Moody’s
                A+ (stable) Standard & Poor’s

                UBS AG, long-term senior secured debt rating. As of 11/23/2021

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022