Vice President–Wealth Management
Financial Advisor
Brandon has been providing holistic financial planning for families and business owners since 2004. He is an Accredited Asset Management Specialist™, a CERTIFIED FINANCIAL PLANNER®™, and he offers clients in-depth analysis of their entire financial scenario. His tailored approach ensures your wealth aligns with your values and goals. He is known for his integrity, work ethic, and delivering excellent service.
Brandon earned his B.S. degree in Business Administration and International Business from Oregon State University. In addition to being fully licensed, Brandon holds the Series 9 and Series 10 licenses. Administered by the Financial Industry Regulatory Authority (FINRA), this qualifies him to act as a principal to manage or supervise the sales activities of financial firms.
Brandon is an Oregonian and lives in the suburbs of Portland with his wife and daughter. They love to travel and spend time with their family and friends.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Vice President–Wealth Management
Financial Advisor
Brandon has been providing holistic financial planning for families and business owners since 2004. He is an Accredited Asset Management Specialist™, a CERTIFIED FINANCIAL PLANNER®™, and he offers clients in-depth analysis of their entire financial scenario. His tailored approach ensures your wealth aligns with your values and goals. He is known for his integrity, work ethic, and delivering excellent service.
Brandon earned his B.S. degree in Business Administration and International Business from Oregon State University. In addition to being fully licensed, Brandon holds the Series 9 and Series 10 licenses. Administered by the Financial Industry Regulatory Authority (FINRA), this qualifies him to act as a principal to manage or supervise the sales activities of financial firms.
Brandon is an Oregonian and lives in the suburbs of Portland with his wife and daughter. They love to travel and spend time with their family and friends.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Client Associate
Shatha is a Client Service Associate who joined UBS in 2025. She brings with her over 12 years of professional experience in both banking and marketing. She holds a bachelor's degree in business administration with a focus on science and technology. Originally from Dubai, Shatha is a dedicated traveler who loves discovering new cultures, places, and food. Shatha is a big fan of Mediterranean cuisine, a bit of a fashionista, and is always up for a hike or outdoor activity.
Client Associate
Shatha is a Client Service Associate who joined UBS in 2025. She brings with her over 12 years of professional experience in both banking and marketing. She holds a bachelor's degree in business administration with a focus on science and technology. Originally from Dubai, Shatha is a dedicated traveler who loves discovering new cultures, places, and food. Shatha is a big fan of Mediterranean cuisine, a bit of a fashionista, and is always up for a hike or outdoor activity.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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