Lasting relationships

Understanding what matters most to you

Empty boardroom

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Co-workers

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
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          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
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                Kerry Witterschein

                Associate Director

                Admin Manager

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

                      600 Southwest Columbia
                      Building 4 (Suite 6200), 2nd Floor
                      Bend, OR 97702
                      kerry.witterschein@ubs.com
                      Kerry Witterschein
                      600 Southwest Columbia,Bend,OR,97702

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