Let's move forward. Together.

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

    Branch Manager

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

          Carl Johnsen

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
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          • CO
          • DC
          • DE
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          Carl Johnsen is a Financial Advisor and Senior Portfolio Manager at UBS Financial Services.

          A financial advisor since 1997, Carl started out in financial services with investment firm, Smith Barney, building a business focused on asset management with a concentration on providing “total returns” for his clients. Carl has created a partic focused on business owners and high net worth executives. He engages these families in the financial, estate, and retirement planning process. His practice is tailored to address needs throughout the various stages of life.

          Growing up in Portland and Denver, Colorado, Carl graduated from the University of Portland with an Industrial Engineering degree emphasizing Business. He enjoys playing golf and traveling. Carl and his wife have five children and reside in Damascus, Oregon.

                Home Worker NV
                Home Worker NV, NV 000
              • 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 SW Meadows Road
                    Suite 300
                    Lake Oswego, OR 97035

                  The circular economy: What is it?

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  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.

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                  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