Financial planning and beyond

Tynion Financial Group Profile Photo

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Donald Tynion Profile Photo

    Donald Tynion

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    With over 30 years of experience in the financial services industry, Don has established himself as one of the most dynamic and well-respected Financial Advisors in the business. He prides himself on finding out all he can about his clients so he can create a holistic approach to addressing their financial needs. Don works with individuals, families, and businesses to create customized financial plans and provide valuable advice relating but not limited to financing education, charitable interests, retaining wealth, estate planning, and the sale of a business. Don is dedicated to helping his clients as they transition through all stages of life including the death of a loved one, divorce, retirement, and the complex needs of a parent or child with special needs.

    Education

    Don is a graduate of Saint Michael's College and earned a B.S. in economics.

    Life outside UBS

    Don is active in both his church and community. He serves as a Knight of Columbus 3rd degree, Boy Scout Leader, and former Little League coach. He is also a third-generation member of both the Knights of the Holy Sepulchre of Jerusalem and the Friendly Sons of St. Patrick in NYC. Because of his love of the outdoors, you can oftentimes find Don golfing and fly fishing with his son, and sailing with his daughter. He and his family enjoy skiing and spending time at their cabin in the Northeast Kingdom of Vermont.

    CA License #0K49047

    • Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Saint Michael's College, B.S. in Economics
      38 Eastwood Drive
      Suite 400
      South Burlington, VT 05403
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      Sara Cheeseman

      Senior Client Associate

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      • CO
      • CT
      • FL
      • MA
      • MD
      • ME
      • NH
      • NJ
      • NY
      • PA
      • VT
      • WA

      Sara has been working in the financial services industry since 1986 and with UBS Financial Services, Inc. since 2006. Sara is a Senior Registered Client Service Associate providing the Tynion Financial Group with superb operational support and exceptional client service.

      Education

      Sara grew up in Burlington, Vermont attending Burlington High School. She graduated from Proctor Academy and Champlain College.

      Life outside UBS

      Sara now resides in Williston, Vermont with her husband and children. She is passionate about gardening, and spending time with her grandchildren and many pets.

        • Proctor Academy
        • Champlain College
          38 Eastwood Drive
          Suite 400
          South Burlington, VT 05403

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