Let's move forward. Together.

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Three generations in front yard

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • John-Schlendorf

    John Schlendorf

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • FL
    • HI
    • ID
    • MD
    • MI
    • MO
    • MT
    • NV
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WY

        • Chartered Financial Analyst®
        805 South West Broadway
        Suite 2600
        Portland, OR 97205
      • Carmen-Gibson

        Carmen Gibson

        Senior Client Associate

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        • CA
        • OR
        • WA

        Carmen's financial services career began in 1999 at the Portland office of Piper Jaffray, a boutique wealth management firm which was acquired by UBS in 2006.  Carmen worked in the Operations Department as a wire operator where she settled large stock and bond transaction.  In 2007 Carmen became a Client Service Associate responsible for supportive administrative duties.  In her free time, Carmen loves to exercise, read crime novels and watch movies.  She also enjoys cooking and has a special fondness for Thai cuisine.

              805 South West Broadway
              Suite 2600
              Portland, OR 97205
            • John-Harrison

              John "C" Harrison, CFP

              Senior Client Associate

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              • AZ
              • CA
              • OR
              • WA

              John joined UBS in 2015 bringing industry experience and his CFP designation. John is personable, professional and committed to our mission of extraordinary support. Working side by side with Arlene for the past few years they developed into a dynamic duo. John will be assisting me with Financial Planning items.

              John is a longtime fan of most things automotive, including past participation with track days at Portland International Raceway. John also enjoys golf and watching movies and films. Having grown up in Portland, John attended Jesuit High School and University of Oregon. John and his wife Lucia live in SW Portland with their 6 year old son Holden and crazy cat Kabuki. Another fun fact about John is earning his black belt in Tae Kwon Do when he was 16.

                • University of Oregon
                • CERTIFIED FINANCIAL PLANNER™
                805 South West Broadway
                Suite 2600
                Portland, OR 97205

              The circular economy: What is it?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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