Experience

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.

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 ANALYST^SM (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.

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 ANALYST^SM (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. 

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 ANALYST^SM (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.

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 Advisor^TM (AWMA^TM) – 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.

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.

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.

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.

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. 

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.

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.

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.

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.

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.

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.

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.