Experience Makes all the difference

"We oversee our clients financial affairs." The Tally Group is a comprehensive wealth planning practice serving high net worth individuals and business owners. Our goal is to develop long-term relationships with our clients. We focus on each client's specific goals, expectations, and risk tolerance, utilizing the vast universe of investment vehicles. We act as a buffer between our clients and their emotional decisions, as we believe it is just as important to discourage a client from making a bad decision as it is to encourage a good one.

Rusty Tally, CIMA®

Senior Vice President - Wealth Management
Wealth Advisor
Senior Portfolio Manager
512-542-7530

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Rusty can draw upon 40+ years' experience advising affluent, ultra-affluent, and institutional clients in both "bull" and "bear" markets alike, and has received numerous recognitions.

Rusty was named by Research Magazine as one of the top 20 financial advisors in Texas. The financial industry magazine, Rep., ranked Rusty as one of The Top 100 Advisors among large financial institutions in the U.S. In 2009, Rusty was recognized as Austin American-Statesman's "Business All-Star" in their annual Fortune 500 for his community involvement.

Rusty joined UBS Financial Services Inc. in 2008 and holds the professional designation of Certified Investment Management Analyst® (CIMA®) from The Wharton School, University of Pennsylvania.  Rusty attended the Air Force Academy and received his B.S. degree from the University of Colorado.

Rusty and his wife Mary, have been actively involved in the Austin community for decades and have supported or served on numerous non-profit boards for which they have a passion.  These include The Long Center for the Performing Arts (Chairman), Austin Symphony Orchestra (Executive Board), Helping Hand Home for Children, American Lung Association (Chair Austin Advisory Board), ZACH Theatre, Center for Child Protection, Emancipet, Austin Pets Alive! (Chairman),  AIDS Services of Austin, and The Breast Cancer Resource Center to name a few.


Registered States:
AL, CA, CO, DE, FL, MI, MO, NC, NH, NM, OR, SC, TN, TX, VA, WA


John H. McManus, CEPA®

First Vice President - Wealth Management
Financial Advisor
Portfolio Manager
512-479-5265

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John has 25 years of experience as an advisor.  Nearly half of that time being spent in the canyons of New York working with institutional portfolio managers and the rest in Austin using his experience to help small businesses, families and friends. 

John joined UBS in 2009 and holds a designation as a Certified Exit Planning Advisor® (CEPA®).  As a CEPA advisor, John integrates business exit strategies with the personal and financial goals for our business owner clients.  John earned an MBA from the University of Chicago Booth School of Business and a Bachelor of Mechanical Engineering from Villanova University.

John is active in the community. He has coached various sports, served on the Advisory Board for San Juan Diego High School and on the Board of Trustees for St. Gabriel's Catholic School. 

John and his wife Suzanne have four children who keep them busy.  John also enjoys the outdoors where lately he has been focusing on tennis and enjoys the occasional golf or ski outing.


Registered States:
AL, CA, CO, DE, FL, GA, MI, MO, NC, NJ, NM, OH, OK, OR, SC, TN, TX, UT, VA, WA


Jonathan Ray Maldonado, CFP®, CIMA®, CPWA®

Financial Advisor
Account Vice-President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
512-542-7522

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Jon is passionate about helping people create clarity and confidence with their financial objectives. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and recently completed the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations through The University of Chicago Booth School of Business.

Prior to joining UBS, Jon worked for Teach for America, Northwestern Mutual, and JP Morgan Chase. As a former Teach for America corps member, he is a strong advocate for expanding educational opportunities for students through service with Junior Achievement of Central Texas, Young Life and as Vice President of Scholarships for the Capital City A&M Club. Jon's unique set of experiences have equipped him to prepare and educate the next generation with managing their finances, and stewarding the family wealth.

 In his free time, Jon enjoys running, traveling and adventuring with his wife, Betsy and their son, Luke.


Registered States:
AL, CA, CO, DE, FL, MI, MO, NC, NH, NM, PA, SC, TN, TX, UT, VA, WA


Nora Isela Rocha

Senior Client Service Associate
512-542-7531

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Nora joined the Tally Group in August 2013, after 15 years with another large financial institution.

Nora has expansive experience serving domestic and international clients. She values building client relationships and providing an excellent client experience.  Nora leads The Tally Group's client servicing and all aspects of account administration. 

Outside of the office, Nora enjoys spending time with her family, discovering Austin's greatest old and new attractions. She loves to travel and enjoys exploring new hobbies.


Registered States:
AL, CA, CO, DE, FL, NC, NH, NM, OH, SC, TX, VA


Marisa Angelica Comer

Client Service Associate
512-542-7506

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After graduating from Texas A&M University with a BBA degree in Marketing, Marisa joined The Tally Group in June of 2018.

Marisa is responsible for the group's client service efforts to ensure exceptional client experiences. In addition, she provides administrative support and helps with all aspects of service-related needs. She is passionate about helping others and building relationships with clients.

When she is not at the office, Marisa enjoys traveling, spending time with family and friends and exploring everything Austin has to offer.