Let's move forward. Together.

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

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.

CA License #0C68747

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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, 2023The 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.

• Linfield College, B.A. in Economics and Business Administration
• University of Michigan, MBA

• Certified Investment Management Analyst®
• Wealth Advisor

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

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.

CA License #0H05815

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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, 2023The 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.

• School of Business at Portland State University, B.A.

• Chartered Retirement Planning Counselor℠

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

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.

 CA License #0H05790

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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, 2023The 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 Oregon, B.S. in Business Management and Finance

• Wealth Advisor
• Certified Private Wealth Advisor®

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

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.

CA License #0H05907

• Forbes Best-in-State Wealth Advisors, 2022, 2023The 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, 2023The 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.

• The University of Montana, B.S. in Business Administration

• Certified Private Wealth Advisor®

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

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.

CA License #0M89490

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Stanford University, Economics

• 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℠

• OR
• TX
• WA

Paula earned her B.S. in Finance and Business Administration from what is now Corban University in Salem, OR.  She then began her career in the wealth management industry in 2003 with Smith Barney as a Registered Sales Assistant.  Paula has extensive experience in all aspects of the Client Service Associate role and has also held positions in financial planning, portfolio trading and marketing.  Paula currently resides in Tigard with her two children and fiancé, James. In her spare time she enjoys running and working out, visiting Oregon’s many wineries, boating and spending time with her family.

• Corban University, B.S. in Finance and Business Administration

Michelle began working part-time at UBS in June of 2015. She holds a Bachelor of Science degree in Elementary Education from Oregon State University, as well as a Master's degree in Education from Linfield College.  

Michelle enjoys building long-lasting relationships with clientele. Michelle strives to deliver a high touch, family centric experience with everyone that comes into contact with the team.  In addition to supporting her team members, she can help with anything from facilitating monetary distributions to setting up a college savings plan.  Her overarching goal is to ensure that everyone’s needs are met in an efficient and timely fashion.

In her free time Michelle enjoys reading, cooking, running and Pelatoning. She also enjoys hiking and kayaking with her husband Scott, and spending time with their two adult sons.

• Oregon State University, B.S Elementary Education
• Linfield College, Master's Degree - Education

• OR
• TX

Brittany joined UBS in 2018 as a Client Service Associate. Prior to joining the team, Brittany spent nine years as a sales and marketing manager in the retirement living industry. She is obtained her B.S. in Accounting from University of Phoenix.

Brittany grew up in Honolulu, spent some time in Seattle, and has settled roots in Tigard. Outside of the office, you can find Brittany playing pickleball, spending time with her family, and enjoying many other outdoor activities including softball, hiking, and paddle boarding.

Jacqueline joined the TRACK team at UBS in 2021. Previously, she worked in customer service for 14 years and studied Industrial/Organizational Psychology and Business at Portland State University. Although new to the industry, Jacqueline looks forward to learning about the financial industry and her role as a CSA.

Jacqueline was born and raised in Oregon and enjoys hiking and camping all year round. She and her partner, Colton, like to travel and eat their way through each new place they visit.