Experience

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.

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

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

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

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.