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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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
