Senior Vice President–Wealth Management
Tom began his career as a Financial Advisor in 1985. A former Civil Engineer, Tom is a thorough, prudent analyst and planner. He works with clients individually, designing investment strategies to meet their specific goals. Tom brings to his work a sound grasp of current market conditions and long-term trends. He is a reliable strategic thinker and an accomplished tactician. Using an abundance of spreadsheets and proprietary software, Tom stays on top of clients' long-term strategic plans, exercising tactical portfolio moves for shorter term adjustments.
Credentials
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Senior Vice President–Wealth Management
Tom began his career as a Financial Advisor in 1985. A former Civil Engineer, Tom is a thorough, prudent analyst and planner. He works with clients individually, designing investment strategies to meet their specific goals. Tom brings to his work a sound grasp of current market conditions and long-term trends. He is a reliable strategic thinker and an accomplished tactician. Using an abundance of spreadsheets and proprietary software, Tom stays on top of clients' long-term strategic plans, exercising tactical portfolio moves for shorter term adjustments.
Credentials
Let's connect
Wealth Management Associate
With over 43 years of experience in the financial industry, Lori is a seasoned Wealth Management Associate renowned for operational leadership, mentoring new talent, and delivering exceptional client service. Lori oversees the day-to-day operations of the team and is a trusted resource for both colleagues and clients.
Outside of work, Lori enjoys gardening, supporting her grandchildren’s sports activities, and cherishing time with family. Married for over 43 years, Lori is proud of a close-knit family that includes one son and three grandchildren.
Wealth Management Associate
With over 43 years of experience in the financial industry, Lori is a seasoned Wealth Management Associate renowned for operational leadership, mentoring new talent, and delivering exceptional client service. Lori oversees the day-to-day operations of the team and is a trusted resource for both colleagues and clients.
Outside of work, Lori enjoys gardening, supporting her grandchildren’s sports activities, and cherishing time with family. Married for over 43 years, Lori is proud of a close-knit family that includes one son and three grandchildren.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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