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
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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
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                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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