The right moves for your financial future.

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Stacy is a NFLPA Institutional Player Financial Advisor. Through this partnership with the NFLPA and in coordination with the UBS Sports and Entertainment team, Stacy is equipped to provide holistic financial advice and guidance to current and retired NFL players to help them build their financial futures and create lasting legacies.

He focuses on comprehensive financial planning for athletes, including the structure of the player’s company, long and short term goals and objectives, and protecting the players’ family. Stacy's goal is that his clients retire with their hard earned capital preserved and intact.  When the time comes to make the transition away from an athletic career, Stacy wants his clients to have the financial security, freedom, and understanding to make a choice regarding a new purpose in life, rather than a need for a new career.

Prior to joining UBS Financial Services, Stacy worked as an accountant at Deloitte & Touche, working with such Seattle companies as Microsoft, Starbucks, and Boeing.  He is a graduate from the University of Washington with a Bachelor of Arts in Business Administration with a concentration in Accounting.

Stacy resides in Seattle, Washington with his three boys, Elias, Elliot and Remy.  His athletic interest extends to the community, where he helps coach his son’s baseball team. He also serves on the board of the Seattle YMCA, and is a Treasurer on the board of a local non-profit organization working with children with special needs

_{UBS is an official participant in the Institutional Financial Advisor program for the NFL Players Association (NFLPA). Participating advisors were selected by UBS based on program eligibility criteria established by the NFLPA. Advisors in the program are not endorsed by the NFLPA.}

• Barron's Top 1,200 Financial Advisors, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America's Top Wealth Advisors, 2022, 2023, 2024, 2025The 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.
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The 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.
• UBS Wealth Management Pinnacle Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of Washington, Bachelor of Arts in Business Administration with a concentration in Accounting

• Senior Portfolio Manager

• WA

Heather joined Oster Wealth Management in 2011. As the Team Administrator, Heather is the lead service provider for high priority relationships. She works to build strong relationships with clients allowing her to proactively and efficiently meet their needs.  Heather is responsible for the daily operations of the team with a focus on banking, including educating clients on account services and capabilities, and overseeing the onboarding process for new relationships.

Heather holds a degree in Business Administration with a concentration in Finance for the University of Washington, Bothell.  She has been in the financial services industry since 2006 and holds her series 7 and 66 licenses.

Heather resides in Kirkland, Washington. She enjoys attending live concerts, being in the outdoors and spending time with family and friends.

• University of Washington, Bothell, Business Administration with a concentration in Finance

• Series 7 and 66 licenses

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Jon joined UBS in 2008 as part of the Market Management team and transitioned to Oster Wealth Management in 2014, where he serves as a Senior Wealth Strategy Associate. In this role, Jon provides comprehensive analytics support, assists with financial planning and investment research, and evaluates the risks and advantages of various investment allocations and opportunities. Jon’s responsibilities include investment trading, portfolio management, and interpreting portfolio performance reports, all while fostering strong, long-term client relationships.

Jon earned a degree in Business Administration with a concentration in Finance from Seattle Pacific University. He holds Series 7 and 66 licenses, as well as an insurance license.

Based in Bellevue, Washington, Jon resides with his wife, Jessica, and their two children, Mackenzie and Cooper. Outside of work, Jon has a passion for collector cars and enjoys attending concours events, auctions, and car tours across the country. He is also committed to giving back to the community through volunteer work with Jubilee Reach and supporting local charities such as Bridge of Promise and Bellevue Area Young Life.

• Seattle Pacific University, Business Administration with a concentration in Finance

• Series 7 and 66 licenses
• Insurance license

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Mason is a Registered Client Associate and is committed to delivering client service and operational excellence. With a strong foundation in financial operations and compliance, Mason aims to ensure that every client interaction is handled with precision and care. He has a B.S Degree in Business Administration, Minor in Economics, and a concentration in Finance from the University of Oregon.

Mason holds FINRA Series 7 and Series 66 licenses, demonstrating a deep understanding of investment products. This allows Mason to support clients with confidence, ensuring transactions meet industry standards and client goals.

Outside of work, Mason enjoys being around friends and family, experimenting with new recipes in the kitchen, and staying active outside. He currently has a black lab Zoey and is soon to be welcoming home his newest yellow lab puppy Bo.

• University of Oregon, B.S, Business Administration, Minor in Economics, and a concentration in Finance

• Series 7 and 66 licenses

Suzanne joined the Oster Wealth Management team in December of 2019. As a Client Service Associate, she provides customer service accurately and efficiently for valued clients as well as internal business partners. Responsibilities include answering client inquiries, ensuring efficient issue resolution through proper escalation, as well as proactively identifying and addressing client needs to provide support while building trusted relationships.

Suzanne holds a B.A. in Speech Communications from the University of Washington. Prior career experiences include various roles in Human Resources, Leadership Development, and Client Services Management.

In her free time, she can be seen hiking the local trails, cooking, strength training at the gym or cheering on Seattle sports teams with family and friends.

• University of Washington, B.A. in Speech Communications

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Patrick Norman joined UBS in April 2022 and serves as a Registered Client Associate. In his role, Patrick supports the team’s efforts to deliver personalized financial strategies and exceptional service to clients. He is committed to building strong relationships and ensuring a seamless client experience.

He grew up in the Pacific Northwest learning about his family’s business and gaining a core understanding of financial stability from his parents. Patrick earned his Bachelor of Science in Finance and Financial Management Services from Washington State University in 2021. During college, he learned the ins and outs of the stock market and after earning a degree in finance, joined UBS eager to continue learning and to help others succeed in reaching their goals. He holds Series 7 and Series 66 licenses and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification.

Outside of work, Patrick resides in Mukilteo, WA with his wife, Claire, and their French bulldog, Doug. He enjoys spending weekends outdoors, especially on the Columbia River at his family’s summer home, and is passionate about hockey and sports. Patrick also values time with family, including his two older sisters who are identical twins.

• Washington State University, Bachelor of Science in Finance and Financial Management Services

• Series 7 and 66 licenses

Rachel is a Client Associate at UBS, dedicated to delivering client service and personalized financial strategies for high-net-worth individuals and families. With experience in property, casualty, and life insurance, she works collaboratively with Oster Wealth Management  to help maximize clients’ financial success and help secure their legacy.

Previously, Rachel was a Private Client Investment Associate at J.P. Morgan managing ultra-high-net-worth relationships and developed deep expertise in coverage strategies at various insurance firms. Rachel earned a Bachelor of Science from the University of Illinois Urbana-Champaign and has a background in Division 1 Women’s Swimming.

Outside of work, Rachel enjoys staying active in the Pacific Northwest, traveling, and time with family and friends.

• University of Illinois Urbana-Champaign , Bachelor of Science