Experience

David brings over 13 years of financial services experience to his work as a financial advisor at UBS Financial Services, Inc. He focuses on individual company research, planning, and mutual fund analysis.

 - David studied at George Fox University and Western Oregon University, graduating with a Bachelor of Science degree.

 - After college, David worked in non-profit management focusing on youth development. David is involved in many community organizations, including Scouts BSA, the Holly Theater, and the YMCA.

David and his wife, Lyndi, both grew up in Medford and have three children. In the evenings, you may find David performing with his band, or acting in a community theater production.

Patsy is a Senior Vice President-Wealth Management for UBS Financial Services, Inc. in Medford, OR.  After 16 years in the field of tax and accounting, she joined the experienced wealth management firm of UBS Financial Services in October 2006. Over the next few years she worked with her clients to navigate through the worst financial recession in our lifetime, with the goal of thriving, not just surviving.

-In 1981 Patsy graduated with honors from Southern Oregon University with a bachelor's degree in Business Administration, minor in Economics, with areas of concentrated study of finance and investments. In 2008 Patsy received her Certified Financial Planner™ certification, and in 2010 she earned the UBS Wealth Advisor designation, making her eminently qualified to offer clients a customized approach to wealth management. 

-Community involvement is important to Patsy, who serves as a member and volunteer with Soroptimist International and other community service organizations in the area that support women, children, and youth.

Patsy and her husband have lived and served in the Medford, OR area for over 30 years, enjoying the active lifestyle available here.  

Drew is a Financial Advisor and Certified 401(k) Specialist for UBS Financial Services, Inc. and focuses his expertise on financial planning and retirement planning. In addition to serving individual clients, Drew has spent the last five years working with 457(b), 401(k), & 403(b) retirement plans assisting plan sponsors, working professionals, pre-retirees, and retirees in their financial planning needs.

Drew is passionate about working in Financial Services and he believes that money is not everything, but understands that money impacts almost everything. Because of this, Drew works to implement sound strategies that will allow his client’s to use what they have and turn it into what they need for the present and future. Being affiliated with UBS Financial Services provides Drew with the team and resources needed to help his clients achieve their financial goals.

As a Financial Advisor, Drew recognizes that continuing education is essential in providing his clients with the best services in the ever-changing environment of the financial services industry. He also understands that education and expertise are an important component in differentiating himself from other Advisors and is always looking for opportunities to learn and sharpen his expertise. 

Outside of the office, you will find Drew spending most of his time with his wife and four daughters. He values the potential in others and spends time volunteering as a mentor for youth and young adults on a weekly basis. On his ideal day, you might find Drew at his favorite coffee shop, going for a run, whipping something up in the kitchen, sharing a meal with others, visiting Disney, learning something new or reading a book.

Dottie came to UBS in 2010 with a background in administration and most recently worked for a large corporation as a Treasury Analyst. Dottie is driven to achieving the highest standards. As a Registered Client Service Associate, she is responsible for the management and service of client needs. Within the team she is valued for her commitment to quality and the meaningful relationships she builds with clients.

Dottie and her husband moved to Oregon in 2010 to be near their children and grandchildren. They enjoy volunteering in the Medford community, camping, hiking and golfing whenever possible.

Jacqueline (Jax) joined UBS in 2013 with a background in the banking industry and brings her customer service experience to the forefront. As a Client Service Associate, Jax acts as the teams service concierge, providing a wide range of client service tasks, including assisting with client review meeting preparation, coordinating documents, and fulfilling client service requests.

 - Jax came to Oregon in 2004 with her husband on a job transfer with the United States Post Office. They enjoy outdoor activities such as hiking and biking.