Let's move forward. Together.

The Keystone Group

Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.

Three generations in front yard

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.

  • Douglas M. Jenkins

    Douglas M. Jenkins

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • DC
    • FL
    • HI
    • ID
    • IL
    • MA
    • MD
    • MI
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OR
    • PR
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    “By genuinely caring about clients, we can help them feel more comfortable and confident. I spent one afternoon at the home of a longtime client’s widow – helping her get online, access account information, understand statements, and how she could fund 529 plans for her grandkids without compromising her wealth and lifestyle. It’s good to know we can roll up our sleeves and make a difference.”

    Doug is a seasoned and highly regarded investment professional who takes tremendous pride in crafting customized goals-based portfolios for each client – individuals, business owners and, in many cases, their retirement plan offerings. A business owner when he was just 22 years old – and an entrepreneur ever since – Doug derives personal satisfaction rolling up his sleeves to help clients “balance the books, or brainstorm a new opportunity.”

    Focused on preserving clients’ hard earned wealth and providing a positive experience that inspires comfort and confidence, Doug launched his financial services career in 1995 at a leading investment company. More than 95% of clients who Doug has guided through years of market volatility –and their own financial challenges – are clients of the group today.

    Doug is a native of Portland and a proud alumnus of Aloha High School. Before becoming a financial advisor, Doug managed a retail food distribution business in the 1980’s. An avid salmon and steelhead fisherman, Doug also enjoys playing golf and spending quality time with his family. He and his wife, Joan, have been married since 1984, live in the Helvetia area, and are proud parents of two sons who run the regional automotive parts business that Doug founded years ago.

          5285 SW Meadows Rd
          Suites 270
          Lake Oswego, OR 97035
        • David A. Lachowski

          David A. Lachowski, CRPS, ChFC

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • DC
          • ID
          • IL
          • MA
          • MI
          • MT
          • NC
          • NJ
          • NV
          • OR
          • PR
          • TN
          • TX
          • UT
          • WA

          “When clients succeed and are satisfied, I feel rewarded. It’s that simple.”

          With 15 years spent in the software and high-tech industry in product management and business development for two Fortune 500 enterprise-level companies – and having launched and managed his own business that focused on technology service for clients – Dave has a keen perspective on the challenges facing business owners, entrepreneurs and executives.

          Dave’s attention to detail and knowledge of the disciplined steps required to achieve success are incorporated into his time-tested wealth management process – one that leverages the Firm’s research and resources to build a customized strategy for each client.

          On behalf of top executives and employees whose qualified retirement plans are handled by the team, Dave believes in providing clear and concise communications that updates and educates.

          In 2011, David joined Merrill Lynch Wealth Management after being personally recruited by Doug (generations of David’s family are still Doug’s clients). Dave holds a Bachelor’s degree in Economics from Oregon State University and attended Sunset High School in Portland, where he was born and raised (by his family, which settled in Portland in the 1950’s). Away from the office, Dave plays golf, volleyball and enjoys other outdoor activities with family and friends.

                5285 SW Meadows Road
                Suite 270
                Lake Oswego, OR 97035
              • Ruth M. Lazarski

                Ruth M. Lazarski

                Senior Client Associate

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                • AZ
                • CA
                • DC
                • DE
                • FL
                • GA
                • HI
                • ID
                • IL
                • MA
                • MD
                • MI
                • MN
                • MO
                • MT
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OR
                • PA
                • PR
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WV

                Ruth began her career in financial services and wealth management in 1989. Since then, she has been dedicated to providing her clients with superior customer service and personalized attention. In her current role with UBS Financial, Ruth works in close partnership with Doug, acting as a liaison as she connects him with both internal specialists and clients. Ruth’s experience has shaped her approach when dealing with individual clients; she understands that every situation is unique, and every asset is important. From planning for the future to preserving the legacy of the past, Ruth is committed to ensuring her clients find confidence as they navigate their finances and focus on financial security.

                Born in Portugal, Ruth lived in Massachusetts before moving to New York, where she met her husband, Jared. After a time spent together in Braselton, Georgia, Ruth and her husband Jared settled in Portland, Oregon. Together with their dogs Dakota and Remy, Ruth and Jared enjoy recharging in the beautiful outdoors as they explore all that Pacific Northwest has to offer.

                      5300 SW Meadows Road
                      Suite 300
                      Lake Oswego, OR 97035

                    The Year Ahead - Sustainable Investing

                    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.

                    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