Experience

Over the past 24 years, Forrest has helped clients manage their wealth in the ever-changing financial markets with critical insight and thorough investment advice. He joined UBS in 2000 after 3 years as a Tax Senior at moss Adams LLP.

With Forrest's clients, he emphasizes total portfolio management with a focus on retirement income planning. He also assists clients with education funding, retirement plans, structures for charitable giving and estate planning. He is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

Forrest earned his B.S. in Business Administration from Western Washington University and his Law Degree is from Seattle University School of Law.

Forrest is an active member of his community, serving on the board of directors of the Falls Little League, and is a former Cubmaster with the Boy Scouts of America.

He resides in Fall City, WA with his wife and four children.

Tyler joined UBS and a career in wealth management back in 2007.  He holds the Series 7 and 66 securities licenses as well as the Washington State life and disability insurance license.  He also holds the CERTIFIED FINANCIAL PLANNER® accreditation.  His practice focuses on assisting corporate executives, business owners and successful families with comprehensive financial planning and investment management.  He customizes each client’s strategy to reflect their unique objectives and priorities. 

Tyler grew up in Bellevue, Washington and earned a Business Administration degree with a finance concentration at Seattle University.  He has been married to Angela for over 25 years, has two daughters and resides in Sammamish, WA.  Outside of the office, Tyler enjoys traveling, sporting events and spending time with friends and family.

Patt is a 36 year veteran of the financial services industry and joined UBS in 2006. She is a CERTIFIED FINANCIAL PLANNER®™ and a CHARTERED RETIREMENT PLANNING COUNSELOR – helping her clients juggle their current needs and long-term security.

Patt and her husband, Dick, live in Bellevue and spend their free time boating in Puget Sound and the San Juans.

Scott began his career at UBS in 2001. He specializes in portfolio management and providing financial/estate planning solutions. Additionally, Scott utilizes his 23 years of experience in the financial services industry to bring impeccable industry knowledge and extensive problem solving skills to the team.

Scott is FINRA-registered and holds both Series 7 and Series 66 securities licenses.

In addition to being a member of the team, Scott is an avid UW football fan and currently resides in Mill Creek with his wife and two children.

Dillon joined the team in 2023 after his prior role as a Client Consultant at Vanguard. A Florida native, he attended Florida Atlantic University, receiving his Bachelor of Business Administration in Finance. He became interested in the wealth management industry in high school after suffering a major family loss. Dillon watched as his family’s Financial Advisor navigated them through a difficult time in their lives. He now strives to bring the same level of service to our clients here at UBS. Outside of work, Dillon enjoys spending his time exploring new areas of the PNW, camping, traveling, golfing and his new hobby of riding dirt bikes.

Todd joins us with an impressive background in corporate finance and the residential mortgage industry. His extensive experience has honed his financial acumen and unwavering commitment to delivering exceptional customer experiences. Outside of his professional endeavors, Todd enjoys spending time with his wife, son, and golden retriever Marvin. He is excited to bring his passion for client service to his new role at UBS, and we are confident that his expertise and dedication will be invaluable to our team and clients alike.

Tammy comes to UBS in 2022 with over 26 years of wealth management experience.  She is passionate about service our clients.

In her time away from the office, she enjoys crafting, quilting, family time and camping with her husband.

Cassidy joined the team towards the end of 2024 after moving back home to Washington. She began her finance career in Arizona after graduating with a degree in Business Finance from Arizona State University.  

In her time away from the office, she enjoys snowboarding, cooking, spending time with friends and family, and going on hikes with her chocolate lab.