A plan for today, tomorrow and generations to come

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Greg Olson began his advisory career in 1994 as a management consultant, guiding wealthy families and entrepreneurs through a wide range of strategic and operational challenges. In 2003, he combined his passion for working with business owners and executives with wealth management, helping clients align their financial resources with their long-term goals, particularly during significant transitions such as a business sale, succession event, or retirement.

Greg joined UBS in 2012 after spending nine years at AllianceBernstein.  A Principal of the firm, he has extensive experience working with business owners, executives, and multigenerational families, and has frequently presented to clients and professional audiences on advanced estate planning strategies.

A graduate of the United States Air Force Academy, Greg served nine years in the U.S. Air Force as both an instructor pilot and evaluator, flying the supersonic Northrop T-38 Talon.  Following his military service, he earned his MBA from the UCLA Anderson School of Management, bringing a disciplined and analytical approach to helping clients navigate complex financial decisions.

Greg and his wife, Vivian, also a graduate of the United States Air Force Academy, enjoy spending time with family, as well as playing tennis and golf with friends. Empty nesters, Greg and Vivian enjoy visiting their kids on their home turfs and exploring international destinations together.

• Forbes Best-in-State Wealth Advisors, 2025, 2026The 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, 2024, 2025, 2026The 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.
• UBS Wealth Management Director’s Council, 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.

• United States Air Force Academy, Bachelor of Science, Engineering: 1983 - 1987
• The Anderson Graduate School of Management at UCLA, MBA

• Certified Exit Planning Advisor

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• Forbes Best-in-State Wealth Advisors, 2025, 2026The 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, 2024, 2025, 2026The 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.
• UBS Wealth Management Director’s Council, 2026UBS 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.
• UBS Wealth Management President’s Council, 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.

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Since joining UBS in 2010, Colin Simon has helped families and retirees pursue their financial goals through comprehensive and personalized wealth management strategies. His connection to the financial services industry began long before his professional career. Inspired by his father, who was also a successful financial advisor, Colin grew up witnessing the lasting impact thoughtful financial guidance can have on individuals and families across generations.

Colin holds the Series 7 and Series 66 securities licenses, as well as Life, Disability, Long-Term Care, and Annuity Insurance licenses. He is also a Chartered Retirement Plans Specialist™ (CRPS®). Colin earned his bachelor's degree from the University of Washington.

Colin and his team leverage the global resources and capabilities of UBS to deliver sophisticated, highly personalized financial solutions. He understands that every client faces unique opportunities and challenges and believes successful planning begins with listening. By taking the time to understand each client's priorities, Colin develops strategies designed to align with their goals, help grow and preserve wealth, and navigate life's expected and unexpected transitions. Through a long-term partnership, he helps clients make informed decisions with confidence and clarity.

Colin lives in Seattle with his wife and two daughters. He serves on The Salvation Army King County Advisory Board and chairs its Board Development Committee. Outside of work, Colin enjoys playing USTA Tennis, league basketball, running, traveling with his family, and working in the garden.

• Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025, 2026The 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, 2025, 2026The 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.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• University of Washington, Seattle, Bachelor's Degree

• Strategic Partner
• Chartered Retirement Planning Counselor
• Retirement Plan Consultant

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Alison Mandi is passionate about helping families, professionals, and retirees navigate life's financial complexities and pursue their long-term goals with confidence. She is committed to building trusted relationships and delivering personalized wealth management strategies tailored to each client's unique goals, values, and circumstances. 

As a Certified Divorce Financial Analyst® (CDFA®), Alison serves as a compassionate and knowledgeable guide for individuals facing the financial challenges of divorce. She helps clients understand their options, make informed financial decisions, and move forward with greater clarity and confidence during life's most significant transitions. 

Alison earned a B.A. in International Political Economy from the University of Washington in 2006, and began her career in financial services upon graduating. She obtained her Series 7 and Series 66 licenses in 2007 and went on to build extensive experience in investment management, financial planning, and client service through various roles at Piper Jaffray, UBS, Citigroup Smith Barney, and RBC Wealth Management. Since re-joining UBS in 2021, Alison has continued to help clients navigate complex financial decisions and pursue their long-term goals. 

A Washington native, Alison lives in Kirkland with her husband and three sons. A former University of Washington track and field athlete, she remains active in the sport and volunteers as an assistant coach for track and field and cross-country at Northwest University. She is also actively involved in her church and local community.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The 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.

• University of Washington, B.A. International Studies

• Strategic Partner

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Gabrielle M. French is a Wealth Management Associate with UBS, dedicated to providing exceptional client service and support. She partners with financial advisors to help clients manage their financial lives, assisting with account solutions, financial planning resources, investment-related services, and day-to-day wealth management needs. Her focus is on delivering a seamless client experience while helping clients work toward their long-term financial goals

• Accredited Asset Management Specialist

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John Donovan joined The Northwest Group at UBS in 2023 after beginning his career in financial services with Bank of America and Merrill. In his previous roles, he supported clients with account maintenance and provided guidance on their banking and investment needs.

A 2022 graduate of the University of Washington, John earned bachelor's degrees in Applied and Computational Mathematical Sciences and Economics. He holds the Series 7 and 66 licenses and has earned the Chartered Retirement Planning CounselorSM (CRPC®) designation.

Originally from Hanover, Massachusetts, John relocated to the Pacific Northwest and now resides in Seattle. Outside the office, he enjoys spending time outdoors, playing ice hockey, and practicing the piano.

Celena Burns is dedicated to creating an exceptional client experience through responsive service, attention to detail, and a genuine commitment to helping others. As a member of The Northwest Group, she works closely with clients and the advisory team to help ensure every interaction is thoughtful, efficient, and personalized.

Since joining UBS in 2022 and The Northwest Group in 2026, Celena has focused on building trusted relationships and supporting clients through all aspects of the service experience. She is currently studying for her Series 7 and Series 66 licenses and is committed to continuing her professional growth within the wealth management industry.

Based in Oregon, Celena enjoys spending time with her husband, Anthony, and their dogs. She loves exploring the Pacific Northwest, whether it's a day trip to Bend, a drive through Oregon's countryside, or an autumn visit to local orchards for apple picking. Family, community, and creating meaningful experiences are at the center of her life both personally and professionally.