Let's move forward. Together.

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We are proud to announce that TRACK Wealth Management has been named to the Forbes Best-in-State Wealth Management Teams list for 2023.

The 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.

We are delighted to share this news—and to be part of such a remarkable and talented team. This accolade speaks to our collaborative culture as well as our commitment to, together, helping clients achieve what is most important to them.

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Steps in a stadium

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.

  • Todd Schroeder Profile Photo

    Todd Schroeder, CIMA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
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    • TN
    • TX
    • UT
    • VA
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    • WY

    Todd began his career in the wealth management industry in 1997.  He earned his B.A. in economics and business administration from Linfield College in 1989 and obtained his MBA from the University of Michigan.  Todd holds the Certified Investment Management Analyst (CIMA®) designation credential through the Investment Management Consultants Association®, matriculation at University of California Haas School of Business.  He also holds the UBS Wealth Advisor designation.  Todd enjoys traveling, sports, and spending time with his wife, Tina, and their two children, Jessie and Jake.

     

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.

    • Linfield College, B.A. in Economics and Business Administration
    • University of Michigan, MBA
    • Certified Investment Management Analyst®
    • Wealth Advisor
    5300 SW Meadows Road
    Suite 300
    Lake Oswego, OR 97035
  • Ali-Panahpour

    Ali Panahpour, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
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    • TN
    • TX
    • UT
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    • WA
    • WI
    • WY

    Ali began his career in the wealth management industry shortly after he received his B.A. from the School of Business at Portland State University in 1997.  Ali holds the Chartered Retirement Planning Counselor (CRPC®) designation, which he earned in 2010 through the College for Financial Planning.  He enjoys traveling with his family, playing soccer, doing anything active, and attending Timbers matches. He and his wife, Mahsa, live in Lake Oswego with their three daughters.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.

    • School of Business at Portland State University, B.A.
    • Chartered Retirement Planning Counselor℠
    5300 SW Meadows Road
    Suite 300
    Lake Oswego, OR 97035
  • Aaron-Kohn

    Aaron Kohn, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Aaron began his career in the wealth management industry in 1998.  He received a B.S. in both business management and finance from the University of Oregon in 1996.  He has earned the Certified Private Wealth Advisor (CPWA®) credential through the Investment Management Consultants Association®, matriculation at University of Chicago Booth School of Business.  Aaron earned the UBS Wealth Advisor designation in 2011.  Aaron enjoys skiing, soccer, flying, and traveling.  He and his wife, Erika, have three children and reside in Portland.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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.

    • University of Oregon, B.S. in Business Management and Finance
    • Wealth Advisor
    • Certified Private Wealth Advisor®
    5300 SW Meadows Road
    Suite 300
    Lake Oswego, OR 97035
  • Nathan-Harrell

    Nathan Harrell, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Nathan began his career in the wealth management industry in 2004.  He is a graduate of The University of Montana, holding a B.S. in business administration with an emphasis in finance and a minor in economics.  He has earned the Certified Private Wealth Advisor (CPWA®) credential through the Investment Management Consultants Association®, matriculation at University of Chicago Booth School of Business.  Nathan resides in Bend, and also serves as branch manager of the Bend office for UBS.  He and his wife, Stacy, keep very busy with their three children.

     

    • Forbes Best-in-State Wealth Advisors, 2022The 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.

    • The University of Montana, B.S. in Business Administration
    • Certified Private Wealth Advisor®
    600 Southwest Columbia
    Building 4 (Suite 6200), 2nd Floor
    Bend, OR 97702
  • Scott-Springer

    Scott Springer

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    For over 33 years, Scott Springer has been helping individuals and families formulate and live out their unique stories through smart, relevant, financial advice and strategies.  By building relationships based on trust, integrity and honest communication, he can work to help you and your family navigate and simplify the complex world of investing. Scott will seek to understand your needs by conducting a financial goal analysis to look at your asset allocation, debt, estate and insurance issues, as well as education and Philanthropic issues.  

    Scott graduated from Stanford University with a degree in Economics in 1987.  Following in his father's footsteps, he decided to become a financial advisor and in 1988 he joined Dain Bosworth.  Since 1997, his home has been UBS.

    When not at the office, Scott enjoys a variety of outdoor activities, including cycling, hiking, and kayaking, and is an avid reader.  Scott also enjoys applying his "handyman" and gardening skills to serve the elderly in his community who need the extra help. He lives in Sherwood with his wife, Michelle.

      • Stanford University, Economics
        600 Southwest Columbia
        Building 4 (Suite 6200), 2nd Floor
        Bend, OR 97702
      • Derek-Nelson

        Derek Nelson, CFP, CRPS

        Wealth Strategy Associate

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        • AZ
        • CA
        • FL
        • ID
        • NV
        • NY
        • OR
        • PA
        • VA
        • WA

        Derek began his career in the wealth management industry in 2011.  He earned his B.A. in business administration with an emphasis in accounting from Pacific University in 2011.  Derek is a CERTIFIED FINANCIAL PLANNER™ which he earned in 2018. This designation allows him to provide proficient advice to clients in the financial planning field, which is his passion. He is also a Chartered Retirement Plan Specialist (CRPS®) which allows him to provide expertise in the retirement plan business. Derek enjoys camping, watching sports, and landscaping. He and his wife Traci live in Forest Grove with their son, Logan.

          • Pacific University, Business Administration
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Retirement Plans Specialist℠
          5300 SW Meadows Road
          Suite 300
          Lake Oswego, OR 97035

        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.

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        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.

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