Tailored wealth advice

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Mr. Tusing joined UBS Financial Services in February 2013 and has over 26 years of financial services experience.  He is responsible for formulating strategies for legacy wealth transfer, pre-liquidity event planning and the use of balance sheet leverage.  His areas of expertise include estate planning, single stock concentration and various asset backed credit facilities.

Prior to joining UBS, Mike spent over 8 years at Deutsche Bank Alex Brown as a financial advisor and had previously served as a Senior Executive on the Management team at Bank of America Private Bank in Los Angeles.  At Bank of America, Mike managed a team of 36 Private Bankers regarding the delivery of asset management, trust and credit solutions.  Mike graduated from Southeast Missouri State University with a Bachelor's degree in Business Administration and holds a Masters of Business Administration from St. Louis University.

Mike is active in several civic organizations and currently serves on the Board of Directors of The Weingart Center, a 30-year-old organization focused on breaking the cycle of homelessness in Los Angeles.  Mike serves on the Weingart's Executive Committee and is the Chair of the Finance Committee.

• Forbes/SHOOK Best-in-State Wealth Advisors, 2020, 2021

• Southeast Missouri State University, Bachelor's degree in Business Administration
• St. Louis University, Masters of Business Administration

• Certified Exit Planning Advisor
• Certified Private Wealth Advisor

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• CA
• CO
• CT
• FL
• HI
• ID
• IL
• IN
• MI
• MO
• NV
• NY
• PA
• TN
• TX
• UT
• VA
• WA
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• WY

Michael joined UBS Financial Services, Inc., in February 2013 as a Senior Vice President – Wealth Management after successful tenures at Morgan Stanley, Bank of America- Private Bank and Deutsche Bank Alex Brown.  Over his 30-year career, Michael has developed a specialty focus on Ultra and High Net Worth individuals, families, family offices and institutions, particularly those who are founders and business owners. 

Michael understands that with great wealth comes great responsibility; this allows him to focus on his passion for purpose-driven investing.  By combining his expertise in investment management, his understanding of the sophisticated and complex wealth management and financial planning needs of the ultra-wealthy and his commitment to sustainability, Michael is able to deliver a highly personalized experience to like-minded clients.  His promise to you is to guide, lead and advise you to help you achieve what matters most.

Michael holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association. He earned a degree in Business Administration from the University of Southern California.

• University of Southern California., Degree in Business Administration

• Certified Investment Management Analyst

• AZ
• CA
• CO
• CT
• DE
• FL
• HI
• ID
• IL
• KY
• MA
• MD
• MI
• MO
• NJ
• NV
• NY
• OR
• PA
• TN
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• UT
• VA
• WI
• WY

Mr. Hobbs joined UBS Financial Services as a Senior Vice President in February 2013.  Tom advises wealthy families, large private corporations, their principles and their advisors on a wide variety of wealth management issues.  His expertise is in the design, implementation and management of the portfolio strategies to meet individual client investment objectives.  Tom is very skilled in the use of sophisticated portfolio modeling that optimizes the risk/return of each portfolio.

Prior to joining UBS, Tom spent eight years as a Financial Advisor at Deutsche Bank Alex Brown.  For the two years prior to his time at Deutsche Bank, Tom was a Vice President and Private Client Advisor at Bank of America Private Bank.  Tom began his career as an Intelligence Officer in the United States Marine Corps, achieving the rank of Major.  Upon his departure from military service, he spent six years with Pfizer, Inc. in their Cardiovascular Division.

Tom earned a degree in Education from the University of Missouri-Columbia and holds a Masters of Business Administration from the University of Southern California Marshall School of Business.

• University of Missouri-Columbia, Degree in Education
• University of Southern California, Masters of Business Administration

• MO

Mr. Tusing joined UBS Financial Services in April of 2020 as a Client Service Associate.  He assists with the operational and administrative support for the Tripoint Wealth Management Team including account maintenance, asset movement and marketing.  Since joining UBS, he has become registered as a client service associate holding License in both the Series 7 and Series 66.  Prior to joining the team, he was a licensed Mortgage Consultant with CapGrow Home Mortgage, a private mortgage firm in St. Louis.  

Mitch is a graduate of the University of Missouri - Columbia with a degree in Personal Financial Management.  While at Mizzou, he was the captain of the University Men's Lacrosse program.  After graduation, he helped found and currently sits as a Board member and Treasurer for the Mizzou Lacrosse Alumni Association.  The non-profit organization is dedicated to the development and growth of the men's and youth lacrosse programs in Missouri.  

Mitch and his wife Melanie recently welcomed their first son, James, in February 2020.  When not in the office, he is a referee for high school and youth lacrosse in the greater St. Louis area.  He has also turned a carpentry hobby into a productive side business, Tusing Woodworks.

Ms. Jessica Zorn joined UBS Financial Services as a Client Service Associate in July 2021.  She applies her analytical, technological, and interpersonal communication skills to assist in any and all account services for our clients, as well as a bit of digital marketing. She is devoted to the UBS culture of providing exceptional Client Service, as well as understanding the importance of the roles operational responsibilities and developing interpersonal, genuine relationships. Prior to working at UBS, Jessica served as an Associate at StevenDouglas, a Global Family Office Group that serves as trusted advisors for multi-generational families and UHNW clients. 

In June of 2021, Jessica graduated from the University of California Santa Barbara where she majored in Mathematics and minored in Statistics. Additionally, Jessica grew up in the suburbs of Chicago (Naperville to be specific), where she spent most of her time playing volleyball and acting. Jessica adores music, cooking, volunteering, nature, and travelling, and envisions herself staying in Southern California and the world of finance for as long as possible!