Experience

Curtis has been advising clients and their families on life’s most important financial decisions for over 20 years. He has successfully helped clients with retirement planning, complex business transitions, and efficient estate planning. 
 
As a Senior Portfolio Manager in the UBS Portfolio Management Program, Curtis is responsible for researching and analyzing suitable investments for client portfolios. He leans on his experience navigating through multiple market cycles and enjoys educating clients to help them understand not only what they own, but why they own it. Curtis earned a Bachelor of Arts degree from the University of Portland and holds Series 7 and 66 licenses.  
 
Outside the office, he serves on the board of a local Portland youth soccer club and enjoys spending weekends with his wife, Carrie, supporting their son and daughter in their activities.  

Shelley began her career in financial services with UBS in 2001. For more than two decades, she has been dedicated to helping individuals and families create financial strategies that reflect what matters most to them. Shelley is passionate about guiding clients through wealth transfer, legacy planning, and building financial security that lasts for generations. 
 
Her approach is highly personalized—Shelley takes the time to understand each client’s unique goals, values, and vision for the future, crafting strategies that feel both practical and meaningful. She earned a B.S. in Management from the University of Oregon and achieved the CERTIFIED FINANCIAL PLANNER®™ (CFP®) designation in 2008.  
 
Outside of work, Shelley enjoys spending time with her husband, Jeff, and their two sons. 

Henri has been advising clients at UBS since 1994, building lasting relationships rooted in trust, experience, and personalized guidance. He works closely with clients, taking a comprehensive approach to financial planning that reflects each client’s unique priorities and circumstances. Prior to joining UBS, he earned a Bachelor of Arts degree in history from the University of Wisconsin–Oshkosh.

He is deeply passionate about investments and believes planning and discipline are essential to long-term financial success. He is also deeply involved in his community; he helped establish the Boys & Girls Club of Southwest Washington and remains active through the Vancouver Rotary and 100 Men of Clark County.

Outside of work, Henri enjoys staying active, golfing, traveling, and spending time with friends and family. He and his partner, Natalie, especially enjoy returning to the Midwest to play golf at many of his grandfather’s historic courses.

John’s approach to wealth management is shaped by a career that blends leadership, discipline, and real‑world problem solving. His professional background includes experience as a portfolio manager at a private investment fund, a senior leader of a middle‑market business, and service with the New York City Police Department as both a patrol officer and detective.

Since joining UBS in 2016, John has focused on building trusted, long‑term relationships with clients. As a Certified Private Wealth Advisor® professional, he partners closely with individuals and families to create thoughtful, personalized strategies designed to achieve their long‑term goals, including retirement planning, business transitions, philanthropy and estate planning.

John holds a Bachelor of Arts degree in Political Science from Columbia University. Deeply committed to giving back, he has served as chairman and board member of the Chinatown YMCA, volunteer EMT with the Central Park Medical Unit, and four‑time puppy raiser for the Guide Dog Foundation for the Blind.

Tiffany has been part of the financial services industry and UBS since March 1997. As Team Administrator, she delivers critical operational support that keeps daily activities running seamlessly. Recognized for her strong organizational skills and client-first mindset, Tiffany supports colleagues and clients alike. She assists clients with account openings, transfers, and ongoing maintenance while ensuring a consistently high standard of service across all interactions.

Outside of work, Tiffany enjoys watching sporting events, experimenting with new recipes in the kitchen, and traveling.

Stephen began his financial career in 2016 at Vanguard as a high net worth account manager before joining the Mt. Hood Investment Group at UBS in 2021. With more than a decade of experience, he brings a detail oriented, solutions focused approach to his work supporting ongoing clients with planning and trading needs while helping new clients establish trusted, long-term relationships with their advisors and UBS.

Stephen enjoys exploring Portland and the rest of the Pacific Northwest when he’s not at work and is always looking for a new trail to hike, book to read, or restaurant to try.

Ethan began his career in financial services with UBS in 2025, joining the Mt. Hood Investment Group after earning a Bachelor degree in Finance and Real Estate and a Master of Science in Finance from the University of San Diego. He brings a thoughtful, disciplined approach to supporting clients and works closely with advisors to help manage existing relationships and guide the next generation as they begin their financial journey.

Outside of work, Ethan is an avid golfer who also enjoys working out, traveling, and spending quality time with family and friends.

Kelsey joined UBS in 2022 as a Branch Client Associate supporting the Portland market and transitioned to a Client Service Associate with the Mt. Hood Investment Group in 2024. She is known for applying her strong work ethic and proactive mindset to every client situation. She assists clients with IRA required minimum distributions and beneficiary updates, and supports Tiffany on account opening and ongoing account maintenance. 

In her spare time she is an avid tennis player, takes any opportunity to travel, and enjoys spending time with family and her Australian shepherd, Enzo. 

Lindsey joined UBS in 2025 as a member of the Mt. Hood Investment Group, bringing 18 years of customer service experience and a strong foundation in operational excellence. She supports clients with disbursement requests and online services while working closely with Kelsey and Tiffany on account maintenance, helping ensure a smooth, responsive experience across clients’ daytoday financial needs.

Outside of work, Lindsey enjoys exploring the natural beauty of the Pacific Northwest, camping with family, and spending quality time through game nights and cozy movie evenings.