Tom has worked as a Financial Advisor since 1982 and has been named among the Forbes Best in State Wealth Advisors (2020, 2019), Top 400 Financial Advisors by the Financial Times (2013, 2014), the Top 1,000 Financial Advisors by Barron's (2013), and the Top 1,200 Financial Advisors by Barron's (2014, 2015). Tom holds his Series 7, 3, 63, and 65 securities licenses. Additionally, he holds his Life, Accident, Health, and Long Term Care Insurance licenses.

Tom received his B.A. from the University of Illinois at Urbana-Champaign and his M.B.A. from Loyola University in Chicago, IL. In his free time, Tom enjoys traveling, working out, and spending time with his family.

Registered States:
AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Tom has worked as a Financial Advisor since 1986 after a career in marketing with IBM Corp. He graduated from the University of Illinois in 1980 with a BS in Business Administration and Marketing. Tom holds his Series 7, 63, and 65 securities licenses. Additionally, he holds his Life, Health, and Long Term Care Insurance licenses.

Tom is a singer, pianist, golfer, skier and active ocean and Lake Michigan shipwreck scuba diver and active with local organizations and charities.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Throughout her 36 years with UBS, Jill has held various roles, including Branch Operations Manager, which provide her with extensive knowledge of the industry. Jill has served on the UBS Branch Operations Advisory Committee and as a Client Service Associate Coach and Mentor. Jill assists in developing and Implementing wealth management plans and strategies for our clients.

Jill graduated from University of Illinois at Urbana-Champaign. She holds series, 7, 8, 63, and 65 securities licenses, as well as life and health insurance licenses.

Registered States:
AZ, CA, CO, CT, FL, IL, KY, MI, MN, NV, NY, SC, TX, WI

Julie started her career in the financial services industry in 1981. She is dedicated to delivering extraordinary service for clients through integrity and a focus on details.

A securities registered Wealth Management Associate, she holds a B.A. in Education from the College of Mount St. Joseph in Ohio.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV