Financial planning for what you want to accomplish

Jackson Group

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.

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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
    • MN
    • MO
    • MT
    • NC
    • NM
    • NV
    • NY
    • OH
    • OK
    • PR
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • 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
    • CA License # 0C20637
    • AR License # 1514678
    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The 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, 2023, 2024
      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, 2022, 2023The 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.
    • Forbes Best-in-State Wealth Management Teams, 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 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
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    Andrea "Andie" Clem

    Authorized Officer

    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
    • PR
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    With over 27 years of experience Andie is a real asset for The Jackson Group clients. She manages operations for the team including new client onboarding, gathering critical data necessary to establish financial goals, providing investment analytics, and additional complex and technical operational items.

    Andie joined UBS in 2000 and has worked with Don Jackson 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. 

    “I just like helping people. We like finding the right answers. 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

    In her spare time, Andie enjoys spending time with her daughter, spoiling her grandson, painting, traveling, and volunteering with numerous organizations in the Tulsa area.  

     

    Licenses:

    • Series 7
    • Series 66

          6120 South Yale Avenue
          Suite 1800
          Tulsa, OK 74136
        • Cheryl Photo 2

          Cheryl Palmiter-Ekaitis

          Senior Client Associate

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          • OK
          • TX

          As our teams Business Development Specialist, Cheryl 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
            • Spencer Carlin

              Spencer Carlin

              Client Associate

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              • OK

              Spencer Carlin is the primary point of contact for all client inquires and service-related needs. He handles account openings, asset disbursement along with a variety of administrative responsibilities.  Exceptional and personalized service is at the center of everything Spencer does.

              “Happy clients are what I focus on every day. Whether it is checking off a “to do” from their task list or researching a more complicated question, helping our clients brings me joy. If I have made our clients day easier, then I have succeeded.”

              — Spencer Carlin

              Spencer was born in Tulsa and raised in Bixby.  He is a graduate from NSU with a bachelor’s degree in business administration. While attending NSU, he enjoyed playing for their baseball team as a pitcher and represented NSU at their first NCAA regional championships.

              In his spare time, he enjoys spending time with his fiancé Kayla, watching the Atlanta Braves and Oklahoma Sooners, and playing golf with his friends.

                    6120 South Yale Avenue
                    Suite 1800
                    Tulsa, OK 74136
                  • Stephanie Gifford

                    Client Experience Director

                    Current role and areas of expertise

                    Stephanie joined UBS in 2017 and she is currently the Client Experience Director for the Midwest market.

                    As a member of the Client Experience Organization, her mission is to make it easier to do business so our Financial
                    Advisors and their teams can spend more time with their clients. She partners closely with Market Leadership teams
                    and internal Client Service Center partners while also acting as an intermediary between the field and key stakeholder
                    groups to continually refine and optimize service offerings.

                    Professional history

                    Stephanie began her career in financial services in 2009. Prior to joining the Client Experience Organization at UBS
                    WM Americas, she was a Wealth Management Banker for UBS Bank USA focused on providing Financial Advisors and
                    their clients a variety of banking and lending options that 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.

                    Prior to UBS, her roles included Private Banker for Wells Fargo and Project Manager for both Securities America and
                    Carson Wealth Management Group which were propelled by her multiple positions held at TD Ameritrade.

                    Education and personal information


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

                    Outside of the office, when she's not busy volunteering at her son's school or going to his 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.
                  • Jill

                    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 Senior Wealth Management Banker covering the lower Midwest Market, several states in the South Central Market and the Wealth Advice Center.

                    Jill has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients 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 Senior Wealth Management Banker her NMLS # is 652406. She holds her Series 6, 7 and 63 securities licenses, She also holds a Bachelor of Arts degree 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 sons.

                    Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

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                  For your financial well-being

                  Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                  We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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                  51 countries

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                  Driving confidence.
                  Aa3 (stable) Moody’s
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                  UBS AG, long-term senior secured debt rating. As of 12/31/2022

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                  As of 11/07/2023

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