Let's move forward. Together.

Generational Family on Beach

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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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Hogensen

    Gregory Hogensen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • WA
    • WY

          5300 Meadows Road
          Suite 300
          Lake Oswego, OR 97035
        • Johnsen

          Carl Johnsen

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • LA
          • MA
          • MD
          • MI
          • MO
          • MT
          • NC
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • WA
          • WY

                5300 SW Meadows Road
                Suite 300
                Lake Oswego, OR 97035
              • Ronnie

                Ronnie Cobb, AAMS®

                Wealth Management Associate

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                • AZ
                • CA
                • NY
                • OR
                • PA
                • VA
                • WA

                Ronnie Cobb is a senior registered client service associate with over 30 years of financial services industry experience and is an Accredited Asset Management Specialist. Ronnie is responsible for supporting the daily activities of each financial advisor on the team and serving as the main point of contact for client service and administration.

                In 1987, Ronnie took her first position in the industry with Merrill Lynch in Tacoma, WA. Since then, she has worked for several other financial services firms. Additionally, Ronnie spent over three years as an Operations Manager for the Oregon Complex of UBS Financial Services, Inc. before leaving to focus on her passion, client relationship management. With the skills and experience Ronnie has developed over the years, she is able to build trusting, long term relationships with each client. 

                Born in Los Alamos, NM Ronnie was high school valedictorian receiving a full scholarship to New Mexico State University. While attending college Ronnie was given an opportunity to work on the “Star Wars” project at the White Sands Missile Range. She graduated with a bachelor's degree in marketing and a minor in management. Ronnie lived and worked in the San Francisco Bay Area from 1987–2004 before relocating to Oregon. She has two grown daughters and enjoys rafting and cooking.

                    • Accredited Asset Management Specialist
                    5300 Meadows Road
                    Suite 300
                    Lake Oswego, OR 97035
                  • Derek

                    Sydney Nielson

                    Client Associate

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                    • OR
                    • TX

                          5300 Meadows Road
                          Suite 300
                          Lake Oswego, OR 97035

                        Focus on liquidity management

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                        Tree

                        UBS and Credit Suisse—stronger than ever

                        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

                        #1

                        Serving the next generation

                        Euromoney Private Banking and Wealth Management Survey, 2020-2022

                        $3.9 trillion

                        In invested assets globally 
                        As of 12/31/2022

                        Global leader

                        UBS is a world-leading wealth manager