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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Tommy brings 32 years of experience helping clients manage their total financial picture. Tommy emphasizes financial planning, retirement income for high net worth individuals, and families.
Tommy graduated from St. Ambrose University with a Bachelor of Arts in Business with concentrations in Finance and Marketing.
Tommy is an active member in his community. He served on the St. Puis Church Council in Rock Island and is a Member of the Rock Island Kiwanis where he has served on the board.
Tommy and his wife Kim, have lived in the Quad Cities their entire life. They have one daughter and one son. His hobbies include golf and euchre.
Education
Senior Vice President–Wealth Management
Financial Advisor
Tommy brings 32 years of experience helping clients manage their total financial picture. Tommy emphasizes financial planning, retirement income for high net worth individuals, and families.
Tommy graduated from St. Ambrose University with a Bachelor of Arts in Business with concentrations in Finance and Marketing.
Tommy is an active member in his community. He served on the St. Puis Church Council in Rock Island and is a Member of the Rock Island Kiwanis where he has served on the board.
Tommy and his wife Kim, have lived in the Quad Cities their entire life. They have one daughter and one son. His hobbies include golf and euchre.
Education
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
