Experience

As a Portfolio Manager with UBS Financial Services, Inc, David has been working with individuals, families, and businesses since 2006. In achieving the Chartered SRI Counselor℠ designation, David is able to use his knowledge of the history, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investing to better guide his clients in their investment portfolio management.

When it comes to David’s portfolio management style, he focuses on individual company research, mutual fund analysis, and comprehensive portfolio planning to help his clients achieve their financial goals.

 -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 before launching into the financial services industry. Working in financial services, David is able to continue his involvement with non-profits through his portfolio management expertise.

 -With a passion for positive social impact on the community, 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. Outside of the office an aside from quality time with his family, you may find David performing with his band, or acting in a community theater production.

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), & PERS 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.