Lasting relationships

Understanding what matters most to you

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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.

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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.

  • roz

    Ryan Rozniakowski

    Executive Director

    Market Executive

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

    Ryan is the Market Executive of the UBS Pacific Northwest Wealth Management Market. Ryan is responsible for driving the growth and profitability of the 13 offices and 400+ employees across the states of Washington, Oregon, Montana, and Alaska. As a Market leader, he approaches each day with an intense passion to help people pursue and achieve extraordinary results. He is committed to creating a culture that inspires others to consistently outpace both personal and professional goals. He views challenging environments and complex problems as opportunities to deliver meaningful solutions to both employees and clients alike.

    Prior to his current role, Ryan served as Market Director of the UBS Denver office, the flagship branch in the UBS Rockies Market. He is originally from Philadelphia, Pennsylvania and attended West Chester University, where he helped pioneer a reintroduction of their once storied wrestling program, before studying economics and political science at Pennsylvania State University. Ryan currently holds Series 7, 9, 10, and 66 securities licenses, as well as a Leadership in Diversity and Inclusion certificate from Cornell University.

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

          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
              • 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
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                    ElectionWatch 2024

                    24 questions for the '24 US election

                    Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                    The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                    Download the report

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