A plan for today, tomorrow and generations to come

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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

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    Ryan Rozniakowski

    Executive Director

    Market Executive

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    • AK
    • CO
    • IA
    • MT
    • NV
    • OR
    • WA

          925 Fourth Avenue
          31st and 32nd Floors
          Seattle, WA 98104
          ryan.rozniakowski@ubs.com
          Ryan Rozniakowski
          925 Fourth Avenue,Seattle,WA,98104
        • Collis

          Marci Collis

          Director

          Supervisory Officer

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          • CA
          • MT
          • OR
          • SC
          • UT
          • WA

                5300 Meadows Road
                Suite 300
                Lake Oswego, OR 97035
                marci.collis@ubs.com
                Marci Collis
                5300 Meadows Road,Lake Oswego,OR,97035
              • Witterschein

                Kerry Witterschein

                Associate Director

                Admin Manager

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                • AK
                • MT
                • OR
                • TX
                • WA
                • WI

                      925 Fourth Avenue
                      31st and 32nd Floors
                      Seattle, WA 98104
                      kerry.witterschein@ubs.com
                      Kerry Witterschein
                      925 Fourth Avenue,Seattle,WA,98104

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                    UBS and Credit Suisse—stronger than ever

                    Global Wealth Report 2024

                    Crafted wealth intelligence

                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

                    Download the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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