Spirit of the Northwest. Resources of the world.

At Celilo Wealth Management, we are an integral part of the local community. As a seasoned wealth management team in Oregon, we offer access to global resources and professionals across disciplines at UBS.

Service focused on your specific needs. As dedicated Advisors, we offer highly personalized, high-touch service for every aspect of your financial life. More than just investment advice, we offer an array of services including custom lending, estate planning strategies, liability management, insurance solutions and more. We are here to help meet your needs.

Experienced wealth management advice. Managing complex wealth requires a careful, customized approach. From asset allocation to private equity to philanthropy, our experienced team has earned the trust of clients with a lifetime of accomplishments.

Approachable and community-oriented. Like you, we love our community with a passion. We are active with local charitable organizations and cultural institutions. We bring this same dedication to benefit our clients’ philanthropic efforts, often on behalf of local organizations as well.

Start the planning conversation

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.

James Beatty

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
For over 25 years, James has worked closely with families, executives, and business owners, providing strategic wealth consultancy, advanced financial planning, and investment management. He founded the Celilo Wealth Management Group at UBS in 2010 to address the needs of clients with significant wealth. James has grown his practice into a team recognized by peers and clients alike for excellence and commitment.

James' professional and community accomplishments include:
- Veteran, U.S. Army, Serving tours in Panama and Honduras
- B.S. in Business Administration, Portland State University
- Graduate, University of the South’s School of Theology
- Oregon Wine Brotherhood Ambassador to Canada
James is active in the local community through involvement with various non-profits focused on youth homelessness and education. He and his wife, Cherie enjoy spending time with their family, including the recent addition of three grandchildren. He also stays busy making Pinot Noir and Chardonnay at his boutique family vineyard in West Linn.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035
Nicholas Salisbury

Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
Nick began his career as a Financial Advisor in 2011 at Waddell and Reed in Vancouver, Washington where he developed financial plans and asset allocation portfolios. A year later he transitioned to UBS and the Celilo Wealth Management team where his focus is financial planning, risk management, asset allocation, and modern portfolio theory.

Prior to his financial career, Nick graduated Cum Laude from Gonzaga University, with a Bachelor's degree in Business Administration with duel concentrations in Finance and Management Information Systems.

At Celilo Wealth Management Nick’s strength and special skills in the area of asset management have been instrumental in the management and success of Celilo's Equity and Fixed Income portfolios. Nick has also taken on the roles of relationship manager, compliance manager and technology implementation.

Raised on the Southern Oregon Coast, Nick enjoys the great outdoor activities the area has to offer; joining a pickup basketball game whenever he can; and sampling Portland's great microbrews. He and his wife Brittney have two young and energetic kids.
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035
Ethan Bays

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
Ethan began his career in wealth management as Trade and Processing Specialist, supporting UBS in operational support. He was quickly promoted to the role of Wealth Planning Analyst where he covered the Oregon/Seattle market for UBS and helped more than 300 families and business owners develop and execute strategic financial plans.

As a partner in the Celilo Wealth Management Group since 2017, his background in analytics and advanced financial planning helps drive our highly individualized and personal approach to wealth management.

As a Certified Exit Planning Advisor, Ethan specializes in financial planning considerations for business owners in preparation for, and following transitions to strategic & private equity third parties, next generation family members & management, ESOPs, & IPOs.

Ethan's professional and community accomplishments include:
- B.A. Applied Business/Economics, University of Oregon
- CERTIFIED FINANCIAL PLANNER ™ (CFP®) – CFP Board
- Accredited Wealth Management Advisor (AWMA®) – College for Financial Planning
- Certified Exit Planning Advisor (CEPA®) – Exit Planning Institute
- Series 7, General Securities Representative Exam, FINRA
- Series 66, Uniform Combined State Law Exam, FINRA
- Oregon State Life, Health and Disability Insurance Licenses
Ethan stays active through his involvement with local non-profits benefiting youth in the community. He and his wife Reagan have two children and live in the Portland area.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035
Tara Dukes

Senior Client Associate
View bio
- OR
- PA
After graduating from Oregon State University in 1999 with a degree in Psychology, Tara quickly joined the Beatty-Barber group, now known as Celilo Wealth Management. To date she has accumulated 12 years of experience in the industry and become licensed in both the series 7 and 66. Tara’s intricate role within our group embodies client services, event coordinator, web manager, and community outreach advocate.
805 South West Broadway
Suite 2600
Portland, OR 97205
Traci Miller

Client Associate
View bio
- OR
- WA
Traci Miller joined the Celilo Wealth management team in 2021. She is a private wealth client service associate with a focus on providing exceptional service and care to our clients. Prior to joining our team, Traci spent 10 years working in the professional sports industry, most recently with the Portland Timbers and Thorns as Director of Annual Memberships. She earned a Bachelor of Education in Sport Management from Gonzaga University in 2011. Traci holds the FINRA Series 7 and Series 66 securities licenses.

In her free time, you can find Traci reading, attending local sporting events or traveling with her husband,
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035
Jack Gross

Client Associate
View bio
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035

James Beatty

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
For over 25 years, James has worked closely with families, executives, and business owners, providing strategic wealth consultancy, advanced financial planning, and investment management. He founded the Celilo Wealth Management Group at UBS in 2010 to address the needs of clients with significant wealth. James has grown his practice into a team recognized by peers and clients alike for excellence and commitment.

James' professional and community accomplishments include:
- Veteran, U.S. Army, Serving tours in Panama and Honduras
- B.S. in Business Administration, Portland State University
- Graduate, University of the South’s School of Theology
- Oregon Wine Brotherhood Ambassador to Canada
James is active in the local community through involvement with various non-profits focused on youth homelessness and education. He and his wife, Cherie enjoy spending time with their family, including the recent addition of three grandchildren. He also stays busy making Pinot Noir and Chardonnay at his boutique family vineyard in West Linn.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035
Nicholas Salisbury

Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
Nick began his career as a Financial Advisor in 2011 at Waddell and Reed in Vancouver, Washington where he developed financial plans and asset allocation portfolios. A year later he transitioned to UBS and the Celilo Wealth Management team where his focus is financial planning, risk management, asset allocation, and modern portfolio theory.

Prior to his financial career, Nick graduated Cum Laude from Gonzaga University, with a Bachelor's degree in Business Administration with duel concentrations in Finance and Management Information Systems.

At Celilo Wealth Management Nick’s strength and special skills in the area of asset management have been instrumental in the management and success of Celilo's Equity and Fixed Income portfolios. Nick has also taken on the roles of relationship manager, compliance manager and technology implementation.

Raised on the Southern Oregon Coast, Nick enjoys the great outdoor activities the area has to offer; joining a pickup basketball game whenever he can; and sampling Portland's great microbrews. He and his wife Brittney have two young and energetic kids.
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035
Ethan Bays

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
Ethan began his career in wealth management as Trade and Processing Specialist, supporting UBS in operational support. He was quickly promoted to the role of Wealth Planning Analyst where he covered the Oregon/Seattle market for UBS and helped more than 300 families and business owners develop and execute strategic financial plans.

As a partner in the Celilo Wealth Management Group since 2017, his background in analytics and advanced financial planning helps drive our highly individualized and personal approach to wealth management.

As a Certified Exit Planning Advisor, Ethan specializes in financial planning considerations for business owners in preparation for, and following transitions to strategic & private equity third parties, next generation family members & management, ESOPs, & IPOs.

Ethan's professional and community accomplishments include:
- B.A. Applied Business/Economics, University of Oregon
- CERTIFIED FINANCIAL PLANNER ™ (CFP®) – CFP Board
- Accredited Wealth Management Advisor (AWMA®) – College for Financial Planning
- Certified Exit Planning Advisor (CEPA®) – Exit Planning Institute
- Series 7, General Securities Representative Exam, FINRA
- Series 66, Uniform Combined State Law Exam, FINRA
- Oregon State Life, Health and Disability Insurance Licenses
Ethan stays active through his involvement with local non-profits benefiting youth in the community. He and his wife Reagan have two children and live in the Portland area.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035
Tara Dukes

Senior Client Associate
View bio
- OR
- PA
After graduating from Oregon State University in 1999 with a degree in Psychology, Tara quickly joined the Beatty-Barber group, now known as Celilo Wealth Management. To date she has accumulated 12 years of experience in the industry and become licensed in both the series 7 and 66. Tara’s intricate role within our group embodies client services, event coordinator, web manager, and community outreach advocate.
805 South West Broadway
Suite 2600
Portland, OR 97205
Traci Miller

Client Associate
View bio
- OR
- WA
Traci Miller joined the Celilo Wealth management team in 2021. She is a private wealth client service associate with a focus on providing exceptional service and care to our clients. Prior to joining our team, Traci spent 10 years working in the professional sports industry, most recently with the Portland Timbers and Thorns as Director of Annual Memberships. She earned a Bachelor of Education in Sport Management from Gonzaga University in 2011. Traci holds the FINRA Series 7 and Series 66 securities licenses.

In her free time, you can find Traci reading, attending local sporting events or traveling with her husband,
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035
Jack Gross

Client Associate
View bio
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Global Access

An intimate practice within a global leader

We provide access to our global platforms and the financial and intellectual strengths of UBS in Wealth Management, Asset Management and our Private and Investment Banks.

Investment capabilities

Asset allocation. A tailored investment strategy that adjusts based on your goals, risk tolerance and changes in the market.

Socially responsible investing. A growing market that seeks both return and social good.

Hedge funds. Private pools of capital with flexibility to buy or sell a wide range of assets.

Private equity. Ownership in a company that is not publicly owned, quoted or traded.

Intelligent planning

Pursuing your dream. Planning your path.

Understanding your life, your wealth and what you want to accomplish is important to how we work together at UBS. We start with questions and a discussion that helps us focus on what’s really important to you.

Then, we can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

^{Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.}

^{All investments involve the risk of loss, including the risk of loss of the entire investment}

Concierge service

For your financial life. And your entire life.

At Celilo, we go far beyond investment advice.

You first. We come up with a comprehensive strategic plan to help you pursue your objectives. Then help you stay on the plan, adjust when necessary and communicate with you every step of the way.

Accessibility. Perhaps you need a wire transfer. Or perhaps you’d like to consult with us about a business idea, or pursue socially responsible investing. We are committed to helping, anytime you need us.

Access to specialists. As part of the UBS network, we can also pull in specialists when you need them. These can include lawyers, real estate consultants and even international tax advisors to help navigate complex decisions.

We are here to help make your life easier and to instill you with confidence about your future.

Worldwide philanthropy

Giving back for good.

There’s a value here at Celilo, a heart to care for others. This is why we believe strongly in giving back, of doing the right thing. We’ve built our business accordingly to help our clients do the same. To give back where it truly makes a difference.

Helping clients help children.
UBS Optimus Foundation is an expert grant-making foundation supporting UBS clients looking to improve the lives and futures of vulnerable children. Our development experts seek out innovative, transformative, scalable and sustainable programs. We support and guide these programs to ensure the most effective solutions are delivered to improve children’s health, education and protection.

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.

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Spirit of the Northwest. Resources of the world.

Pursuing your goals together

James Beatty

Nicholas Salisbury

Ethan Bays

Tara Dukes

Traci Miller

Jack Gross