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.

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
    • 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, 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, 2023, 2024, 2025
      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, 2023, 2024, 2025The 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, 2024, 2025The 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
    donald.r.jackson@ubs.com
    Donald "Don" Jackson
    6120 South Yale Avenue,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
          andrea.clem@ubs.com
          Andrea "Andie" Clem
          6120 South Yale Avenue,Tulsa,OK,74136
        • Cheryl Photo 2

          Cheryl Palmiter-Ekaitis

          Senior Registered 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. In her spare time, she enjoys spending time with her husband and daughter, Mollie.

          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
              cheryl.palmiter-ekaitis@ubs.com
              Cheryl Palmiter-Ekaitis
              6120 South Yale Avenue,Tulsa,OK,74136
            • Spencer Carlin

              Spencer Carlin

              Wealth Strategy Associate

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              • AR
              • CA
              • GA
              • KS
              • KY
              • MO
              • NM
              • NV
              • NY
              • OK
              • TX

              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
                    spencer.carlin@ubs.com
                    Spencer Carlin
                    6120 South Yale Avenue,Tulsa,OK,74136
                  • Nora Gomez

                    Lenora Gomez

                    Client Associate

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                      Nora Gomez is the newest member of The Jackson Group. She works closely with Cheryl on client events, scheduling annual reviews, as well as, assisting all Jackson Group team members with other projects that ensure our client’s overall experience with UBS is exceptional.

                      In addition to Nora’s responsibilities on The Jackson Group, she is also a full-time student at Oklahoma State University, working on completing her bachelor’s degree in finance through the Spears School of Business, and her minor in Spanish.

                      At Oklahoma State University, Nora is a member of Kappa Delta Nu Chapter, which consumes what free time she has remaining after being a full-time student and working with The Jackson Group. She is currently serving her chapter as the Director of Social Events, where she gets to use her creative freedom to plan and execute events for her sisters, collaborating with other Greek chapters, and Parents Weekend fun! Nora also is involved with her chapter’s philanthropic teams, primarily working on donation aspects, and her chapter’s recruitment team!

                            6120 South Yale Avenue
                            Suite 1800
                            Tulsa, OK 74136
                            nora.gomez@ubs.com
                            Lenora Gomez
                            6120 South Yale Avenue,Tulsa,OK,74136
                          • 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

                            NMLS #947868

                            Senior Wealth Management Banker, UBS Bank USA

                            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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                          Why we believe clients choose us

                          Laptop planning

                          Our process

                          Retirement Couple

                          Your unique plan

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                          Top 10 tax tips

                          Tax-smart plans for 2025

                          Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.

                          As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          51 countries

                          Our global footprint

                          Financial strength

                          Driving confidence.
                          A-  Standard & Poor’s
                          A  Fitch
                          A3
                            Moody’s


                          UBS AG, long-term senior secured debt rating. As of 03/31/2024

                          $6 trn

                          UBS Group invested assets
                          As of 12/31/2024

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