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
        • 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
              • Witterschein

                Kerry Witterschein

                Associate Director

                Admin Manager

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                • AK
                • MT
                • OR
                • TX
                • WA

                      600 Southwest Columbia
                      Building 4 (Suite 6200), 2nd Floor
                      Bend, OR 97702

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                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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