Experience

Rusty draws upon more than 47 years’ experience in advising affluent, ultra-affluent and institutional clients in bull and bear markets alike.

Rusty joined UBS in 2009. He attended the Air Force Academy and received his B.S. from the University of Colorado.

Rusty and his wife, Mary, have been actively involved in the Austin community for decades. He and Mary have supported and served on the boards of nonprofit organizations including the Long Center for the Performing Arts (Chairman), Austin Symphony Orchestra (Executive Board), Helping Hand Home for Children, American Lung Association (Chair, Austin Advisory Board), ZACH Theatre, Center for Child Protection, Emancipet, Austin Pets Alive! (Chairman), AIDS Services of Austin, and the Breast Cancer Resource Center.

John has 28 years of experience as an advisor.  Nearly half of that time being spent in the canyons of New York working with institutional portfolio managers and the rest in Austin using his experience to help small businesses, families and friends achieve their financial goals.

John joined UBS in 2009.  John holds an MBA from the University of Chicago Booth School of Business and a Bachelor of Mechanical Engineering from Villanova University.

John is active in the community.   He has coached various sports, served on the Advisory Board for San Juan Diego High School and on the Board of Trustees for St. Gabriel's Catholic School. 

John and his wife Suzanne have four children who keep them busy.  John also enjoys the outdoors where lately he has been focusing on tennis and enjoys the occasional golf or ski outing.

Jon is passionate about helping people create clarity and confidence with their financial objectives. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and has completed graduate coursework through The University of Chicago Booth School of Business.

Prior to joining UBS, Jon worked for Teach for America, Northwestern Mutual, and JP Morgan Chase. As a former Teach for America corps member, he is a strong advocate for expanding educational opportunities for students through service with Junior Achievement of Central Texas, Young Life and as Vice President of Scholarships for the Capital City A&M Club. Jon's unique set of experiences have equipped him to prepare and educate the next generation with managing their finances, and stewarding the family wealth.

 In his free time, Jon enjoys running, traveling and adventuring with his wife, Betsy and their son, Luke.

Nora joined The Tally McManus Group in August 2013, after 15 years with another large financial institution.

Nora has expansive experience serving domestic and international clients in both Spanish and English. She values building client relationships and providing an excellent client experience. Nora leads The Tally McManus Group’s client servicing and all aspects of account administration.

Outside of the office, Nora enjoys spending time with her family, as well as discovering Austin’s greatest old and new attractions. She loves to travel and enjoys exploring new hobbies.

After graduating from Texas A&M University with a B.B.A. degree in marketing, Marisa joined The Tally McManus Group in June 2018.

Marisa focuses on The Tally McManus Group’s white glove service, oversees social media initiatives, and coordinates client communication and events. Her goal is to help ensure our clients have an exceptional experience.

Marisa is passionate about helping others and building strong relationships with clients. When she is not at the office, she enjoys traveling and spending time with family and friends.