Wealth advice for your life's goals

Mt. Hood Investment Group

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Lift mountains

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.

  • Keith Sheppard Profile Photo

    Keith W. Sheppard, CFA®

    Managing Director–Wealth Management

    Senior Portfolio Manager

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    Keith has been a part of the financial services industry and UBS since 1977.  As a Senior Portfolio Manager in the firm's Portfolio Management Program, Keith is responsible for research, analysis and management of client portfolios.  Keith earned a B.S. in economics from Portland State University.  In 2001, he was awarded the Chartered Financial Analyst® (CFA®) professional designation, recognized around the world as the premier designation in the investment profession.  Active with Friends of the Children and other local nonprofits, Keith also spent years coaching kids' sports programs.  He and his wife, Greta, have two grown children and four grandchildren.

    • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Portland State University, B.S. Economics
    • Senior Portfolio Manager
    • Chartered Financial Analyst®
    Legacy planning
    Estate planning strategies
    Custom portfolios
    Multi-generational families
    Business owners
    Home Worker OR
    Home Worker OR, OR 000
  • Curtis Spiteri Profile Photo

    Curtis B. Spiteri

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AZ
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    Curtis began his career as a Financial Advisor in 2005 with Piper Jaffray prior to its merger with UBS.  As a Senior Portfolio Manager in the UBS Portfolio Management Program, Curtis's daily responsibilities include researching and critiquing suitable investments for client portfolios.  He enjoys educating clients on what investments they own and why they own them.  Curtis earned a B.A. from the University of Portland.  He has been a fundraising committee member for Legacy Emanuel Medical Center and Randall Children's Hospital and currently coaches for Southeast Soccer Club.  Curtis and his wife, Carrie, enjoy spending their weekends immersed in the activities of their son and daughter.

      • University of Portland, B.A.
      • Senior Portfolio Manager
      Retirement planning
      Estate planning strategies
      Business succession
      Business owners
      Corporate executives
      760 SW 9th Street
      Suite 2450
      Portland, OR 97205
    • Shelley Rickman Profile Photo

      Shelley D. Rickman, CFP

      Vice President–Wealth Management

      CERTIFIED FINANCIAL PLANNER™

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      Prior to entering the financial services industry at UBS in 2001, Shelley worked as a credit analyst at Ford Motor Credit.  By leveraging her extensive experience and knowledge of financial planning and relationship management, Shelley helps clients navigate the ever-changing financial landscape.  Shelley received a B.S. in management from the University of Oregon, and in 2008, she earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.  She and her husband, Jeff, enjoy spending time at the Oregon Coast with their two boys.

        • University of Oregon, B.S. Management
        • CERTIFIED FINANCIAL PLANNER™
        Financial planning
        Education planning
        Legacy planning
        Retirement planning
        Estate planning strategies
        Multi-generational families
        Women investors
        Corporate executives
        760 SW 9th Street
        Suite 2450
        Portland, OR 97205
      • Henri Moreau Profile Photo

        Henri Moreau

        Account Vice President

        Financial Advisor

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        • AZ
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        • GA
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        • MI
        • MN
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        • MT
        • NC
        • NE
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        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
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        • WV
        • WY

        Henri's high level of interest in investments and his enjoyment of interacting with people have served him well since he joined UBS in July 1994.  He offers a comprehensive approach while working primarily with retirees, professionals and business owners.  Henri earned a B.A. in history from the University of Wisconsin, Oshkosh.  He has served as a board member for the Boys & Girls Club and the Rotary Foundation, and is also a member of the Vancouver Rotary.  Henri enjoys running, golfing, traveling, and spending time with friends and family.  His favorite travel companion is his daughter.

          • University of Wisconsin, Oshkosh, B.A. History
            Retirement planning
            Exit planning
            Custom portfolios
            Multi-generational families
            Business owners
            Professionals
            Family Offices
            Corporate executives
            805 S.W. Broadway
            Suite 2600
            Portland, OR 97205
          • John Liu Profile Photo

            John Liu, AWMA, CEPA, CPWA

            Account Vice President

            Certified Private Wealth Advisor®

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            • WV
            • WY

            John joined UBS in 2016.  Working collaboratively, John enjoys helping clients pursue their goals through comprehensive financial planning.  Prior to that, he was a portfolio manager for a private investment fund.  John's diverse professional background also includes work as a senior manager at a middle-market business, as well as service in the New York City Police Department as a detective and patrol officer.  John earned his B.A. in political science from Columbia University.  His previous community service roles include: chairman and board member, Board of Managers for Chinatown YMCA; four-time puppy raiser for the Guide Dog Foundation for the Blind; and volunteer EMT for the Central Park Medical Unit.

              • Columbia University , B.A. Political Science
              • Certified Private Wealth Advisor®
              • Certified Exit Planning Advisor
              • Accredited Wealth Management Advisor℠
              Financial planning
              Retirement planning
              Exit planning
              Business succession
              Professional entertainers
              Business owners
              Entrepreneurs
              Corporate executives
              760 SW 9th Street
              Suite 2450
              Portland, OR 97205
            • Stephen Kuduk

              Stephen Kuduk

              Wealth Strategy Associate

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              Stephen joined UBS in 2021.  His prior experience in the financial services industry includes work as a high net worth account manager with Vanguard, and as a portfolio evaluation analyst with Fisher Investments.  He received a B.S. in Finance and History from Florida State University, and holds Series 7, 63, and 65 securities licenses.  When he is not working with clients to achieve their financial goals Stephen can be found volunteering with the Second Harvest food bank, reading, exploring the Pacific Northwest, and spending time with friends and family.

                • Florida State University, B.S. Finance & History
                  760 SW 9th Street
                  Suite 2450
                  Portland, OR 97205
                • Tiffany Budke Profile Photo

                  Tiffany Budke

                  Senior Client Associate

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                  • CA
                  • OR
                  • WA

                  Tiffany has been a part of the financial services industry and UBS since March of 1997.  She oversees the day-to-day operations for the entire team and strives to deliver efficient and effective results.  Tiffany earned a B.S. in psychology from Portland State University and holds Series 7 and 66 securities licenses.  She and her husband, Chris, have two sons.  Tiffany loves to watch sporting events, especially when her sons are playing.

                    • Portland State University, B.S. Psychology
                      760 SW 9th Street
                      Suite 2450
                      Portland, OR 97205
                    • Melissa Whitcomb Profile Photo

                      Melissa Whitcomb

                      Wealth Management Associate

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                      • CA
                      • IA
                      • OR
                      • WA

                      Melissa began her career in financial services in 1980, working in the banking industry until 2008.  At that time, she transitioned to an operational role in brokerage services.  Melissa joined UBS in 2014 and enjoys the opportunity to interact with clients.  She received a B.S. in business administration from Concordia University in Portland and holds Series 7 and 66 securities licenses.  Melissa and her husband, Dennis, have two adult children. In her free time, Melissa volunteers at the Shenandoah Food Pantry.

                        • Concordia University, B.S. Business Administration
                          Home Worker IA
                          Home Worker IA, IA 000
                        • Carmen Gibson Profile Photo

                          Carmen Gibson

                          Senior Client Associate

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                          • CA
                          • OR
                          • WA

                          Carmen's financial services career began in 1999 at the Portland office of Piper Jaffray, a boutique wealth management firm which was acquired by UBS in 2006.  Carmen worked in the Operations Department as a wire operator where she settled large stock and bond transaction.  In 2007 Carmen became a Client Service Associate responsible for supportive administrative duties.  In her free time, Carmen loves to exercise, read crime novels and watch movies.  She also enjoys cooking and has a special fondness for Thai cuisine.

                                5300 Meadows Road
                                Suite 300
                                Lake Oswego, OR 97035

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                              Success to succession

                              Enabling the transfer of all you hold valuable

                              What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

                              Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

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                              A global leader in wealth management

                              $5+ trillion

                              In invested assets globally 
                              As of 11/07/2023

                              51 countries

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                              UBS is a world-leading wealth manager