Spirit of the Northwest. Resources of the world.

We move mountains

At Pacific Wealth Group, we offer clear-eyed wealth management advice that is discreet and world class. Like you, many of our clients are highly successful, creative people—innovators, entrepreneurs, business owners and industry leaders—and our mission is to free you to pursue your vision and your passions. 

A fresh perspective brings insights
Finances can be complex at your level of success, and your opportunities and risks, even greater. Even if you’re a sophisticated investor, you’ll find there’s value in the insights, capabilities and connections that Pacific Wealth Group can deliver. We know that entrepreneurs think differently, often finding solutions to problems that the rest of us may not have considered. We understand. We started out as entrepreneurs ourselves. And by working primarily with entrepreneurs, CEOs and their families, we have honed the process for helping you make thoughtful, informed decisions about achieving your personal and business goals.

We are big thinkers
Financial decisions have far-reaching implications, and we can help with an array of challenges. Our knowledge, tools and resources can help deftly manage your complex portfolio in a way that supports your values. As your trusted advisors we work to make your financial life seamless so you can focus on what you care about most.

Our team offers a comprehensive approach to wealth management in a number of areas: We can help manage existing liquid assets you have already accumulated; support your goals as you build capital and expand your business; and explore ways to sell your current business while minimizing tax consequences and concentration risk. We can also offer guidance on transferring your wealth to the next generation through the use of trusts and estates and explore ideas about how to educate family members to make the most of their legacy. We know that fulfilling your philanthropic vision can be an important priority and our years of experience in this area can help you move toward your goals.

Committed to your success
We put our collective experience to work for you—with the backing of a vast network of experts, both within the firm and externally. We don’t shy away from the tough questions, and we are committed to your success.

Your dedicated team will navigate and connect you to the full global resources of UBS Private Wealth Management, keeping you informed about cutting-edge insights and emerging opportunities.

Simply put, the more successful you are, the likelier you and your family will benefit from the level of guidance and access Pacific Wealth Group can offer.

Oregon map
Pacific Wealth Group team photo

25+

Years in business as a team

17 person

seasoned team

2.2B

Assets under management


A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Advising corporate executives

Guiding founders and business owners

Shaping multigenerational family wealth

Getting ready to exit?

What business owners need to know now to prepare for a successful sale

73% of business owners who recently sold their companies spent two years or less preparing to sell. Yet 81% said they wish they’d spent more time preparing. Gain insights from business owners who recently sold in our latest Investor Watch report, Wind in your sales.

See more insights now

The depth and breadth of UBS

In helping address all aspects of your wealth, we draw freely on in-house expertise and knowledge. This includes outreach and collaboration with specialists and experts within UBS, including the Advanced Planning Group and the vast resources of UBS Investment Bank.

The depth and breadth of UBS

Family Office Solutions

Family Office Solutions

Advanced Planning

Advanced Planning

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Customized advice with a multigenerational approach exclusively for centimillionaire and billionaire clients who require bespoke and holistic advisory solutions. Their original thought leadership provides keen insight borne from countless conversations with prominent families.

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

Learn more

Trends and perspectives

  • james beatty

    James Beatty

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    For over 26 years, James has worked closely with families, executives, and business owners, providing strategic wealth consultancy, advanced financial planning, and investment management. He founded the Celilo Wealth Management Group, now The Pacific Wealth Group, at UBS in 2010 to address the needs of clients with significant wealth. James has grown his practice into a team recognized by peers and clients alike for excellence and commitment.

    Jame's professional and community accomplishments include:

    • Veteran, U.S. Army, Serving tours in Panama and Honduras

    James is active in the local community through involvement with various non-profits focused on public health, veteran affairs and youth homelessness/education. He and his wife, Cherie, enjoy spending time with their family, including their four grandchildren. He also stays busy working and fishing at his family property in British Columbia and hiking the Sonoran Desert in Tucson, Arizona.

    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 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 Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

      • Private Wealth Advisor
      5300 Meadows Road
      Suite 300
      Lake Oswego, OR 97035
    • Scot Berryman

      Scot Berryman

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      Scot Berryman is located in our Eugene, OR office, specializing in overall financial planning, wealth transference, and asset allocation strategies. With over 26 years of industry experience, Scot has the titles of Senior Vice President, Private Wealth Advisor, and Senior Portfolio Manager within the UBS platform. Scot possesses a unique skill of communicating complex financial terms in simple English, he has built a reputation as the person to talk to when complicated financial issues need to be explained or taught.

      Scot’s professional and community accomplishments include:

      • CERTIFIED FINANCIAL PLANNER™ (CFP®)
      • CERTIFIED INVESTMENT MANAGEMENT ANALYSTSM (CIMA®)
      • CERTIFIED EXIT PLANNING ADVISOR (CEPA)
      • Financial Planning Association and Investment Management Consultants Association – Active Member.
      • Positive Community Kitchen - Community meal prep volunteer.
         

      Originally from the Ojai, California area, Scot, his wife Francine, and their three children moved to Oregon 28 years ago. Active community involvement is important to the Berryman’s, and Scot and Francine are highly involved with several causes in the Eugene area. In his spare time, Scot can be found riding his BMW motorcycle along the picturesque scenic highways of the beautiful Western US. When not cruising on his bike, Scot can be found on the golf course, working diligently to maintain his 4 handicap.

      • 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.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        • Private Wealth Advisor
        450 Country Club Road
        Eugene, OR 97401
      • Sean Gabrio

        Sean Gabrio, CIMA, CEPA

        Senior Vice President–Wealth Management

        Private Wealth Advisor

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        With over 31 years of industry experience, Sean employs a consultative approach. As one of our Senior Portfolio Managers, he works with a select group of high-net-worth individuals and families addressing major concerns such as wealth preservation, tax minimization, legacy planning, asset protection, and philanthropy. Additionally, he has assisted a number of closely held business owners successfully navigate the complex issues surrounding the marketing and sale of their businesses.

        Sean’s professional and community accomplishments include:

        • CERTIFIED INVESTMENT MANAGEMENT ANALYSTSM (CIMA®)
        • CERTIFED EXIT PLANNING ADVISOR (CEPA)
        • Elevate Oregon – Finance Committee Chair, Board Member
           

        Sean and his wife Leslie recently celebrated 27 years together. Originally from Spokane, Sean moved to Eugene where he graduated from the University of Oregon. Since graduation, Sean and Leslie have made their home in historic Northeast Portland and have two adult daughters. Sean is a strong believer in giving back to the community he lives in and is actively involved with several local charities. 

        • 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.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          • Private Wealth Advisor
          760 SW 9th Street
          Suite 2450
          Portland, OR 97205
        • Jim Mead

          Jim Mead, CFP, CIMA, CEPA

          Senior Vice President–Wealth Management

          Private Wealth Advisor

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          With over 35 years of experience in the industry, Jim focuses primarily on investment and wealth management strategies for high net worth individuals and foundations. As a Certified Exit Planning Advisor, he helps clients prepare their estates for the future liquidity they are destined to earn, and helps plan for the complex challenges they may face—those that are known, as well as those unforeseen. Over the course of his UBS career, Jim has accrued the titles of Wealth Advisor and Senior Portfolio Manager.

          Jim’s professional and community accomplishments include:

          • CERTIFIED FINANCIAL PLANNER™ (CFP®)
          • CERTIFIED INVESTMENT MANAGEMENT ANALYSTSM (CIMA®)
          • CERTIFED EXIT PLANNING ADVISOR (CEPA)
          • Deschutes River Conservancy and The Center Foundation – Board Member
             

          Jim and his wife Kim have recently celebrated 30 years together, and have three children. Originally from the San Francisco area, Jim graduated from the University of San Diego before spending his last 28 years in Bend, Oregon. Whether it involves snow skiing, wakeboarding, hunting, mountain biking, or community involvement, Jim is on the go, taking full advantage of all that Central Oregon has to offer, while appreciating his responsibility to give back to the community.

          • Forbes Best-in-State Wealth Advisors, 2018, 2019, 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.
          • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

            • Private Wealth Advisor
            600 Southwest Columbia
            Building 4 (Suite 6200), 2nd Floor
            Bend, OR 97702
          • Camille Fetzer-Lockhart

            Camille Fetzer-Lockhart

            Wealth Strategy Associate

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            Camille Fetzer-Lockhart is a Wealth Strategy Associate who works directly with Jim Mead in our Bend, Oregon office. Camille has 19 years of industry experience, 17 of which have been with Jim and The Pacific Wealth Group. Having spent most of her wealth management career in client servicing, Camille has recently shifted her role to focus on business development, event planning, and community involvement.

            Camille’s professional and community accomplishments include:

            • Choose Joy Foundation – Board Member, Volunteer
               

            A Portland, Oregon native, Camille has enjoyed the sunny skies of the high desert since relocating to Bend in 2004. Camille and her husband, Kimeric, enjoy running their Black Angus cattle ranch. Camille and Kimeric have one daughter, Everett. In her time outside of the office she enjoys an active lifestyle of hiking, road biking, traveling, cooking. She also takes pride participating in the Choose Joy Foundation, which supports children in need.

             

              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                  600 Southwest Columbia
                  Building 4 (Suite 6200), 2nd Floor
                  Bend, OR 97702
                • Catherine Henry

                  Catherine Henry, CFP

                  Senior Wealth Strategy Associate

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                  Catherine Henry joined the Pacific Wealth Group in 2017. Prior to joining our team, Catherine worked for five years in the Troy, Michigan UBS branch, most recently as a Wealth Strategy Associate. She earned her B.S. in General Management from Oakland University in Rochester, Michigan. Catherine has become an invaluable member of the team due to her ability to possess an ability to understand and communicate complex technical issues to clients and other team members.

                  Catherine’s professional and community accomplishments include:

                  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
                  • Southeast Portland Tool Library – Volunteer
                     

                  Catherine, with her husband George, reside in Southeast Portland with their two kids, George & Frances. They love to spend time outdoors, either hiking, camping, biking around on a tandem bike, or going on road trips. In her free time, you can find Catherine volunteering at the local tool library, huddled over a jigsaw puzzle, or trying to seek out the best latte Portland has to offer.

                   

                    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                      • CERTIFIED FINANCIAL PLANNER™
                      760 SW 9th Street
                      Suite 2450
                      Portland, OR 97205
                    • Phoenix Onsager

                      Phoenix Seymour Onsager

                      Team Administrator

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                      Phoenix is our Team Administrator with a passion for delivering exceptional service and building strong relationships with our clients and within our team. Phoenix brings over 11 years of wealth management experience and works in our Lake Oswego, Oregon office. With a talent for problem-solving, Phoenix works to identify the unique needs of the team and our clients and provides solutions that drive efficiency and ensure client satisfaction. 

                      Phoenix’s professional and community accomplishments include:

                      • Oregon Dog Rescue- Volunteer 

                      Phoenix and her husband, Per, have two young boys. You can find them exploring nature at every opportunity and enjoying all the beauty Pacific Northwest has to offer. 

                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                            5300 Meadows Road
                            Suite 300
                            Lake Oswego, OR 97035
                          • Tina Murray Collins

                            Tina Murray

                            Wealth Management Associate

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                            Tina Murray Collins is a Wealth Management Associate who works directly with Scot Berryman in our Eugene, Oregon office. Tina is a tenured professional in the financial services industry with over 32 years of experience, 23 of which has been with The Pacific Wealth Group. With her decades of experiences, Tina is one of the most trusted and depended on members of the team.

                            Tina’s professional and community accomplishments include:

                            • Northwest Youth Rodeo Association – Volunteer
                            • Cottage Grove Carousel – Marketing volunteer

                            Tina and her husband Chuck own and operate a ranch in North Douglas County, just south of Eugene, where they raise livestock and horses. They take pride in raising and harvesting their own food.  Tina is an avid canner and enjoys canning vegetables grown in her garden as well and produce from local farmers.  When not tending to their animals, they spend time horse riding or helping give back to the community coaching future rodeo athletes participating in pee wee rodeos and Northwest Youth Rodeo Association. Tina and her husband also enjoy camping, fishing, hunting, and just being outdoors.

                              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                  450 Country Club Road
                                  Eugene, OR 97401
                                • Brice

                                  Brice Heilman

                                  Senior Client Associate

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                                  Brice Heilman is a Senior Registered Client Service Associate who boasts over 26 years of experience in the finance industry. Starting out as a teller for a local bank, Brice then moved on to various banking positions before transferring to the investment side of the financial world.  She is currently working out of our Portland office. Before coming to UBS, Brice was a Senior Registered Client Service Associate at Morgan Stanley/Smith Barney.

                                  Brice’s professional and community accomplishments include:

                                  • Junior Achievement Biztown of St. Louis - Volunteer
                                     

                                  Although originally from Illinois, Brice has had the opportunity to live on both coasts of the U.S. and has now settled back to the Midwest in St. Louis. She and her husband Drew have been married for 13 years and have two children together. Their family likes to travel and spend time with extended family and friends.

                                    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                        17107 Chesterfield Airport Rd
                                        Suite 200
                                        Chesterfield, MO 63005
                                      • Jen

                                        Jennifer Payer

                                        Senior Client Associate

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                                        Jennifer is a Senior Client Associate working out of our Bend, OR office. She joined the Pacific Wealth Group in 2022 and brings with her 18 years of industry experience. Previously working at Morgan Stanley, Jen’s exemplary organizational skills, attention to detail, and follow-through has prepared her to be successful in the industry.

                                        Jennifer’s professional and community accomplishments include:

                                        • Trinity Lutheran Church – Volunteer, Youth Group Chaperone
                                        • Cougars Lacrosse Program – Volunteer Coach
                                           

                                        Jen loves spending time with her husband, Mason and two teenage boys, Tucker and Easton. They can be found in the Pacific Northwest camping, hiking, paddle boarding, and cross country skiing.

                                          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                              600 Southwest Columbia
                                              Building 4 (Suite 6200), 2nd Floor
                                              Bend, OR 97702
                                            • traci miller

                                              Traci Miller

                                              Client Associate

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                                              Traci Miller joined the Pacific Wealth Group in 2021. She is a private wealth client service associate with a focus on providing exceptional service and care to our clients. Prior to joining our team, Traci spent 10 years working in the professional sports industry, most recently with the Portland Timbers and Thorns as Director of Annual Memberships. She has used her experiences in the sports business industry to foster and improve client relationships with a high level of care.

                                              Traci’s professional and community accomplishments include:

                                              • Founding member and membership chair of the Women in Sports and Events Portland Chapter
                                                 

                                              Traci and her husband, Ian, have settled down recently in the Beaverton area. They enjoy attending the local professional sporting events that Portland has to offer. In her free time, you can find Traci reading or traveling with her husband.

                                                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                    5300 Meadows Road
                                                    Suite 300
                                                    Lake Oswego, OR 97035
                                                  • jason

                                                    Jason Berryman

                                                    Client Associate

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                                                      Jason joined The Pacific Wealth Group in 2023. He recently graduated from the University of Utah where he majored in Finance with a minor in Global Entrepreneurship. Jason brings an analytics-based approach to our investment committee, in addition to acting as a vital cog in the team’s trading operations.

                                                      Jason lives in his college town of Salt Lake City. He enjoys playing basketball with his friends, skiing with his long-time girlfriend Ava, and incessantly rooting for his favorite NBA team, the Portland Trail Blazers.

                                                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                            95 State Street
                                                            Suite 2210
                                                            Salt Lake City, UT 84111
                                                          • ethan bays

                                                            Ethan Bays, CFP, AWMA, CEPA, Strategic Partner

                                                            First Vice President–Wealth Management

                                                            Financial Advisor

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                                                            Ethan began his career in wealth management as Trade and Processing Specialist, supporting UBS in operational support. He was quickly promoted to the role of Wealth Planning Analyst where he covered the Oregon/Seattle market for UBS and helped more than 300 families and business owners develop and execute strategic financial plans. Ethan’s background in analytics and advanced financial planning helps drive our highly individualized and personal approach to wealth management.

                                                            Ethan’s professional and community accomplishments include:

                                                            • CERTIFIED FINANCIAL PLANNER™ ™ (CFP®) – CFP® Board
                                                            • Accredited Wealth Management AdvisorTM (AWMATM) – College for Financial Planning
                                                            • Certified Exit Planning Advisor (CEPA®) – Exit Planning Institute
                                                            • Children’s Cancer Association – Chemo Pal and Volunteer
                                                               

                                                            Ethan stays active through his involvement with local non-profits benefiting youth in the community. He relishes in his time with the Children’s Cancer Association, proving companionship for a child undergoing treatment for serious illnesses. Ethan and his wife Reagan have two children and live in Bend, OR.

                                                            • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

                                                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                              • Strategic Partner
                                                              600 Southwest Columbia
                                                              Building 4 (Suite 6200), 2nd Floor
                                                              Bend, OR 97702
                                                            • nick

                                                              Nicholas Salisbury, CFP, Strategic Partner

                                                              First Vice President–Wealth Management

                                                              Financial Advisor

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                                                              • OH
                                                              • OR
                                                              • PA
                                                              • PR
                                                              • SC
                                                              • SD
                                                              • TN
                                                              • TX
                                                              • UT
                                                              • VA
                                                              • WA
                                                              • WI
                                                              • WY

                                                              Nick began his career as a Financial Advisor in 2011 at Waddell and Reed in Vancouver, Washington where he developed financial plans and asset allocation portfolios. After he transitioned to UBS and the Pacific Wealth Group, he has specialized in financial planning, risk management, asset allocation, and modern portfolio theory. Nick has also taken on the roles of relationship manager, compliance manager and technology implementation for the Pacific Wealth Group.

                                                              Nick’s professional and community accomplishments include:

                                                              • CERTIFIED FINANCIAL PLANNER™ (CFP®)
                                                              • Habitat for Humanity – Volunteer
                                                              • New Avenues for Youth – Volunteer
                                                                 

                                                              Raised on the Southern Oregon Coast, Nick enjoys the great outdoor activities the area has to offer; joining a pickup basketball game whenever he can; and sampling Portland's great microbrews. He and his wife Brittney love to travel when possible with their two young and energetic kids.

                                                              • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

                                                              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                  5300 Meadows Road
                                                                  Suite 300
                                                                  Lake Oswego, OR 97035
                                                                • bobby

                                                                  Bobby Monaco

                                                                  Business Development Specialist

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                                                                  • AZ
                                                                  • CA
                                                                  • CO
                                                                  • HI
                                                                  • ID
                                                                  • MD
                                                                  • MI
                                                                  • MT
                                                                  • NV
                                                                  • NY
                                                                  • OR
                                                                  • PA
                                                                  • SC
                                                                  • TX
                                                                  • UT
                                                                  • WA

                                                                  Bobby Monaco joined the team in June of 2022. Prior to UBS, Bobby excelled at ADP, where he worked closely with business owners at various stages of their businesses. Here at the Pacific Wealth Group, Bobby helps lead our business development team, delivering UBS’ intellectual capital and resources to our prospects and clients. Bobby takes pride in establishing personal relationships with those he works with. He enjoys learning about how people founded their business, and their unique paths that helped grow them to what they are today.

                                                                  Bobby and his wife, Mikella, recently married in 2021 and have moved to Tualatin, Oregon. They enjoy spending time wine tasting, golfing and hanging out with family and friends. When he’s not on the golf course competing in amateur events, Bobby loves to watch football to cheer on his beloved New York Giants.

                                                                    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                      • Business Development Specialist
                                                                      5300 Meadows Road
                                                                      Suite 300
                                                                      Lake Oswego, OR 97035
                                                                    • TARA

                                                                      Tara Dukes

                                                                      Senior Client Associate

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                                                                      • OR
                                                                      • PA

                                                                      After graduating from Oregon State University in 1999 with a degree in Psychology, Tara quickly joined the Beatty-Barber group, now known as the Pacific Wealth Group. Tara has carved an intricate role within our group, seen through her roles as event coordinator, web manager, client services and community outreach advocate. She relishes the opportunity to connect with clients, aiming to provide them an experience where they know they are genuinely cared about.

                                                                      Tara’s professional and community accomplishments include:

                                                                      • Sponsors a child from the Dominican Republic for Compassion International
                                                                      • Volunteers and donates to her local church and schools
                                                                         

                                                                      Tara, has been married to her husband, Brian, since 2003. Being Oregon natives, they have lived in Salem for the past 12 years. They can be found spending their weekends attending their children's football, soccer, basketball and baseball games, or just enjoying time together traveling.

                                                                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                            5300 Meadows Road
                                                                            Suite 300
                                                                            Lake Oswego, OR 97035
                                                                          • jack gross

                                                                            Jack Gross

                                                                            Client Associate

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                                                                              Jack began his career with UBS as a trade processing specialist in 2019. He was quickly promoted to the roles of Client Service Associate and Investment Analyst for the Pacific Wealth Group. Prior to his time at UBS, he began his finance career working with a 401(k) firm in San Francisco. With 5 years of industry experience, Jack has established himself within our team as a multifaceted, hard-working younger presence who can be relied on to accomplish the team’s constant needs.

                                                                              Jack’s professional and community accomplishments include:

                                                                              • ALS Association of Oregon and SW Washington – Volunteer
                                                                              • Blanchet House – Meal prep for those less fortunate
                                                                              • SOLVE Trash Pickup – Volunteer
                                                                                 

                                                                              A Portland, Oregon native, Jack has recently bought a house in Portland with his fiancé. They enjoy spending time with each other and their dog, Sadie. In his free time, Jack can be found watching Seahawks and Wildcat games, or enjoying the great outdoors with fly fishing.

                                                                                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                                    5300 Meadows Road
                                                                                    Suite 300
                                                                                    Lake Oswego, OR 97035

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