Time to do great things

Start planning your future now

Empty boardroom

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Co-workers in a lobby

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.

  • Terry-Allen

    Terry Allen

    Senior Vice President–Investments

    Financial Advisor

    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • ID
    • MI
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SD
    • TX
    • VA
    • WA

    Terry has been an Oregon resident since 1958.  He grew up in Eugene and attended the University of Oregon, where he met his wife Debbie.  They have two grown children and four grandchildren.

    After college, they purchased a grocery store in the The Dalles, Oregon and started a small trucking company.  They owned and operated these businesses for 10 years.

    They moved back to Eugene and Terry started his financial services career in 1984, with a major Wall Street firm.  Terry was promoted to Branch Manager/Financial Advisor in 1990.  A position he held for 19 years.

    His extensive training and experience gives him the ability to help The Allen Schleicher Group provide high quality, personalized investment advice to their clients, focusing on Retirement and Estate planning along with Portfolio Management.

    Our team's goal is to help our clients develop a realistic financial plan and build and manage a customized investment portfolio that meets their goals and risk tolerance.

    Terry has served and supported the following Non-Profit entities:

    Cascade Health Solutions- Past Chairman of the Board

    McKenzie-Willamette Hospital LLC- Past Chairman of the Board

    McKenzie-Willamette Hospital Foundation- Past Chairman of the Board

    March of Dimes- Past Lane County Chairman of the Board and Lane County March for Babies Director

    Eugene Challenger Baseball

    Eugene Downtown Lions Club

      • University of Oregon
        450 Country Club Road
        Eugene, OR 97401
      • Ronda-Schleicher

        Ronda Schleicher

        Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AK
        • AZ
        • CA
        • CO
        • CT
        • FL
        • HI
        • ID
        • MI
        • MO
        • NC
        • NJ
        • NV
        • NY
        • OK
        • OR
        • PA
        • SD
        • TX
        • WA

        Ronda enjoys the challenge of helping her clients organize the financial aspect of their lives and putting the pieces of the puzzle together to reach their life and financial goals.  Ronda has always enjoyed building relationships with clients – from new to long term clients & getting to know the next generation.

        Ronda has been in the financial services industry since obtaining her Series 7 & 66 securities license in 1999.  She has helped her clients navigate through several different market cycles and two very challenging recessions.  Ronda graduated from the University of Oregon in 1995 with a Bachelor of Science in Economics.  She obtained her Chartered Retirement Planning Counselor designation in 2008.  Followed by successfully completing Certified Financial Planner education program and then passed the certificate exam July 2019.

        Even though Ronda was born in California, she considers the Eugene/Springfield area her home.  Ronda married her husband, Vonn, in 1996 and they have three children – Victoria, Ryan and Bailey.  Ronda and Vonn, just like many other parents, find most of their free time dedicated to their children and supporting them in school and sport activities. 

         

          • University of Oregon, B.S. Economics
          • Chartered Retirement Planning Counselor℠
          450 Country Club Road
          Eugene, OR 97401
        • image

          Gregory J. Wooten, CFP

          Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • AK
          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • HI
          • ID
          • MA
          • MI
          • MO
          • NC
          • NJ
          • NY
          • OR
          • PA
          • SD
          • TX
          • WA

          Greg’s passion for investing and long term wealth management planning began upon receiving a signing bonus with the Seattle Mariners in 1995. It was then that he recognized the importance of financial discipline in preparing for the future. Upon completion of his 7 year career in Professional Baseball he joined Merrill Lynch Wealth Management in 2004 as a financial advisor. In 2020 he joined the Allen Schleicher Wooten Group at UBS and continue to focus on high end wealth management and planning.

          In 2010 he received his CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the CFP Board. The clients he helps includes Dentists, business owners, retirees, and medical/health care professionals. His areas of concentrations include retirement and estate planning services, liability management, risk management and client relations.

          Greg is a native of Eugene, Oregon, and a graduate from the University of Washington with a Bachelor of Arts Degree in Business Administration. He and his wife April spend most of their time with their kids Madison & Drew with their involvement with school activities and sports.

                2555 E Camelback Road
                Suite 600
                Phoenix, AZ 85016
              • Jolene-Sandberg

                Jolene Sandberg

                Wealth Strategy Associate

                • image
                • image
                • image
                • AZ
                • OR

                For more than a decade Jolene has been assisting wealth management clients along their financial journey.  Her background is multi-faceted and brings a great deal of experience to the team.  Jolene has a fierce commitment to our clients.  She assists with a wide variety of operational services such as new account processing, transfers, 401K rollovers, estate processing and other administrative details that will ease a client's financial life.  Jolene currently holds the FINRA Series 7, 63 and 66 licenses as well as the Oregon Life and Health Insurance license.

                While away from work, Jolene enjoys spending time with family.  She is actively involved with her children’s school and sport activities.  Most evenings and weekends are spent at the ball field or dance recitals.

                      450 Country Club Road
                      Eugene, OR 97401
                    • image

                      DeAnna Petersen

                      Client Associate

                      • image
                      • image

                        DeAnna was born and raised in the Eugene/Springfield area.

                        DeAnna married her high school sweetheart, Josh, in September 1999 and they have two grown children.  While away from work, DeAnna enjoys traveling, being outdoors and spending time with family and friends.

                        Although DeAnna is new to the financial services industry, she has over 20 years' experience in client services.  It is important to DeAnna to be committed to her clients and to create a long-lasting relationship with them.

                              450 Country Club Road
                              Eugene, OR 97401

                            Defining your priorities. Pursuing what matters.

                            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                            Retirement planning

                            Retirement planning

                            A team approach

                            A team approach

                            charts

                            Investment management

                            Legacy—Wealth for others

                            For needs that go beyond your own—to help you improve the lives of others

                            What will your legacy be?
                            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                            Learn more at ubs.com/wealthway.

                            The proof is in our numbers

                            3

                            Advisors on the team

                            78

                            Collective years of experience

                            23

                            Years in business as a team


                            Backed by the strength of UBS

                            A global leader in wealth management

                            Global leader

                            UBS is a world-leading wealth manager

                            Financial strength

                            Driving confidence.
                            Aa3 (stable) Moody’s
                            A+ (stable) Standard & Poor’s

                            UBS AG, long-term senior secured debt rating. As of 11/23/2021

                            #1

                            ESG/Impact Investing

                            Euromoney Private Banking and Wealth Management Survey, 2015-2022

                            Insights