Experience

Tom began his career with Connecticut Mutual Life Insurance Co. in 1990, and joined Smith Barney Shearson in 1993. He began his manager career in 2004 as a Producing Sales Manager at Smith Barney Shearson. It was during his time as Producing Sales Manager that Tom discovered his passion for management. In 2006 Tom joined UBS as the Branch Manager of the Davenport UBS branch.  In 2017 Tom was promoted to run the Iowa business for UBS.

A graduate of the University of Iowa with a degree in Finance, Tom has also earned Series 3, 6, 7, 9, 10, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities. Tom splits his time in West Des Moines, and Davenport.  

He is a member of Glen Oaks Country Club in West Des Moines.  He has two daughters and one grandchild.  Morgan lives in West Des Moines, and McKenzie lives in Davenport, along with her first child and Tom’s first grandson.  So, whether Tom is working in West Des Moines or Davenport, he always has one of his daughters nearby. Tom is actively involved with the youth of his community and has coached softball, volleyball, and baseball for the last 25 years. He has served on the advisory board for the Davenport YMCA, and is a supporter of Family Resources. He enjoys working out, spending time with his daughters and grandson, and playing golf. 

Jenna was born and raised in Lincoln, NE and eventually went on to graduate from the University of Nebraska – Lincoln. After college, she ran a business for several years in Lincoln and then eventually moved to Omaha, NE in 2018 where she began her career in finance. Jenna worked with TD Ameritrade for a few years before coming over to UBS in November of 2021 to be the Admin Manager for Lincoln and Omaha! She’s currently still living in Omaha with her dog Ronix. In her free time, she enjoys golfing (when it’s warm enough), spending time with her family and her many nieces and nephews, and relaxing with the pup!