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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    • AZ
    • CA
    • CO
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    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • KY
    • MA
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    • MN
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    • NC
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    • OR
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    • WV
    • WY

    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
      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, 2022The 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
    805 South West Broadway
    Suite 2600
    Portland, OR 97205
  • Curtis Spiteri Profile Photo

    Curtis B. Spiteri

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
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    • MT
    • NC
    • NE
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    • WY

    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
      805 South West Broadway
      Suite 2600
      Portland, OR 97205
    • Shelley Rickman Profile Photo

      Shelley D. Rickman, CFP

      Financial Advisor

      CERTIFIED FINANCIAL PLANNER™

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      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MT
      • NC
      • NE
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WV
      • WY

      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
        805 South West Broadway
        Suite 2600
        Portland, OR 97205
      • Henri Moreau Profile Photo

        Henri Moreau

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • IA
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        • IL
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NE
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • 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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            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • KY
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • NE
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OR
            • PA
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI
            • 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
              805 South West Broadway
              Suite 2600
              Portland, OR 97205
            • Stephen Kuduk

              Stephen Kuduk

              Wealth Strategy Associate

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              • CA
              • OR
              • WA

              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
                  805 South West Broadway
                  Suite 2600
                  Portland, OR 97205

                Insights

                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.

                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