Let's move forward. Together.

Joergen began his career in one of the equity market's most tumultuous decades on record - and over the past 46 years has helped clients manage their wealth throughout good times and bad. He joined UBS in 1974 after 5 years at Blyth Eastman Dillon & Co.

With clients, he emphasizes total portfolio management with a focus on retirement income planning. He also assists clients with education funding, retirement plans, structures for charitable giving and estate planning. He is FINRA-registered and holds Series 1, 3, 4, 12, 40 and 63 securities licenses.

Joergen lives in Mercer Island, WA with his wife.

Over the past 17 years, Forrest has helped clients manage their wealth in the ever-changing financial markets with critical insight and thorough investment advice. He joined UBS in 2000 after 3 years as a Tax Senior at moss Adams LLP.

With Forrest's clients, he emphasizes total portfolio management with a focus on retirement income planning. He also assists clients with education funding, retirement plans, structures for charitable giving and estate planning. He is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

Forrest earned his B.S. in Business Administration from Western Washington University and his Law Degree is from Seattle University School of Law.

Forrest is an active member of his community, serving on the board of directors of the Falls Little League, and is a former Cubmaster with the Boy Scouts of America.

He resides in Fall City, WA with his wife and four children.

Scott began his career at UBS, while still in college, in 2001. He specializes in client support, handling operational inquiries and providing exceptional service. Scott utilizes his 16 years in the financial services industry to bring impeccable industry knowledge and extensive problem solving skills to the team.

Scott has a B.S. in Economics from the University of Washington. He is FINRA-registered and holds both Series 7 and Series 66 securities licenses.

In addition to being a member of the team, Scott is an avid Husky Football fan and enjoys participating in marathons with his wife. He currently resides in Bothell, WA with his wife and daughter.