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 indiviudals, 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.

Professional achievements and education

Named as one of Barron's and the Wall Street Journal's Top Financial Advisors: 2019, 2018, 2017, 2016, 2015. This special report names the top advisors in each state based on assets under management and the quality of their practices.

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 flishing 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.

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

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.

Registered States:
CO, CT, FL, MA, MD, ME, NH, NJ, NY, PA, VT, WA