23
Years in business as a team
Private Wealth Mangagement
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.
At TRACK Wealth Management, we begin each client engagement with a comprehensive financial plan. This custom tailored plan enables clients to identify their financial goals and align their decision making to help them reach those goals. Knowing our clients, we try to maximize their company benefits and compensation to achieve the long term success of their financial plan.
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 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 of 30+ years, Tina. They have two grown children - Jessie who lives in Austin, TX and Jake who lives in Willsonville, OR.
CA License #0C68747
As a Private Wealth Advisor, Ali focuses on advising Ultra High Net Worth clients, corporate executives, business owners and families with complex planning needs. Ali has over 25 years of experience working with clients to help them achieve what is most important to them, with a deep understanding of financial planning with areas of focus including: executive compensation strategies, multigenerational wealth planning, complex estate planning, tax mitigation planning, business exit planning, and comprehensive portfolio management.
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. In his free time, he enjoys traveling with his wife and three girls, playing golf, and spending time with friends and family.
CA License #0H05815
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, fishing, and traveling. He and his wife, Erika, have three children and reside in Portland.
CA License #0H05790
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
For over 36 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, skiing and kayaking. He resides in Bend, Oregon with his wife, Michelle.
CA License #0M89490
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. Derek enjoys camping, watching sports, coaching baseball, and enjoying time with his family. He and his wife Traci live in Forest Grove with their two children, Logan and Kenna.
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 is currently the Team Administrator for TRACK Wealth Management. She resides in Tigard with her two children and husband, James. In her spare time she enjoys running and working out, visiting Oregon’s many wineries, boating and spending time with her family.
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 and cooking. She also enjoys hiking, kayaking and cross country skiing with her husband Scott, as well and spending time with their two adult sons. Michelle and her husband reside in Bend, Oregon.
Brittany is a Registered Client Service Associate who joined UBS in 2018, she brings a unique blend of experience and passion to the table. With nine years of success as a sales and marketing manager in the retirement living industry, Brittany's expertise is complemented by her B.S. in Accounting from the University of Phoenix. Beyond the office walls, she embraces an active lifestyle, engaging in thrilling activities like pickleball, softball, hiking, and paddle boarding, while cherishing precious moments with her family and golden retriever, Boba Fetch.
Jacqueline joined the TRACK team in 2021. Previously, she worked in customer service and studied Industrial/Organizational Psychology and Business at Portland State University. Relatively new to the industry, she enjoys learning about finance and getting to know our clients.
Jacqueline was born and raised in Oregon and enjoys all things food, travel and music. She and her husband, Colton, spend much of their time outdoors with their baby, Dean.
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 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 of 30+ years, Tina. They have two grown children - Jessie who lives in Austin, TX and Jake who lives in Willsonville, OR.
CA License #0C68747
As a Private Wealth Advisor, Ali focuses on advising Ultra High Net Worth clients, corporate executives, business owners and families with complex planning needs. Ali has over 25 years of experience working with clients to help them achieve what is most important to them, with a deep understanding of financial planning with areas of focus including: executive compensation strategies, multigenerational wealth planning, complex estate planning, tax mitigation planning, business exit planning, and comprehensive portfolio management.
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. In his free time, he enjoys traveling with his wife and three girls, playing golf, and spending time with friends and family.
CA License #0H05815
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, fishing, and traveling. He and his wife, Erika, have three children and reside in Portland.
CA License #0H05790
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
For over 36 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, skiing and kayaking. He resides in Bend, Oregon with his wife, Michelle.
CA License #0M89490
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. Derek enjoys camping, watching sports, coaching baseball, and enjoying time with his family. He and his wife Traci live in Forest Grove with their two children, Logan and Kenna.
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 is currently the Team Administrator for TRACK Wealth Management. She resides in Tigard with her two children and husband, James. In her spare time she enjoys running and working out, visiting Oregon’s many wineries, boating and spending time with her family.
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 and cooking. She also enjoys hiking, kayaking and cross country skiing with her husband Scott, as well and spending time with their two adult sons. Michelle and her husband reside in Bend, Oregon.
Brittany is a Registered Client Service Associate who joined UBS in 2018, she brings a unique blend of experience and passion to the table. With nine years of success as a sales and marketing manager in the retirement living industry, Brittany's expertise is complemented by her B.S. in Accounting from the University of Phoenix. Beyond the office walls, she embraces an active lifestyle, engaging in thrilling activities like pickleball, softball, hiking, and paddle boarding, while cherishing precious moments with her family and golden retriever, Boba Fetch.
Jacqueline joined the TRACK team in 2021. Previously, she worked in customer service and studied Industrial/Organizational Psychology and Business at Portland State University. Relatively new to the industry, she enjoys learning about finance and getting to know our clients.
Jacqueline was born and raised in Oregon and enjoys all things food, travel and music. She and her husband, Colton, spend much of their time outdoors with their baby, Dean.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Forbes recently honored Todd Schroeder, Ali Panahpour, Aaron Kohn, and Nathan Harrell as 2024 Best-In-State Wealth Advisor’s for Oregon and we are grateful to the trust and confidence of our clients—it’s what makes this kind of recognition possible and what’s most important to our team.
We’re passionate about helping them pursue their life goals and aspirations, and look forward to seeing them realize what’s most important to them.
Learn more about award criteria at ubs.com/us/en/designation-disclosures.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
An overview of philanthropic strategies and their impact to help you evaluate different options.
23
Years in business as a team
1.7 Billion
Assets under management
130
Collective years of experience
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
UBS offers a variety of investment advisory programs—including both nondiscretionary and discretionary offerings—to help you pursue your financial objectives. Highly experienced investment specialists provide fully customized investment portfolios to help address your specific needs and goals.
We focus on a collaborative approach that looks at all of the moving parts of your company retirement plan. This assessment helps us make more informed and tailored recommendations about streamlining design, provisions, budgets, regulatory compliance recordkeeping and, most important, retirement planning education for employees.
We can help you build a comprehensive financial plan by bringing together all the resources you need under one roof. We make it easy and efficient to do business, access solutions and get clear answers to make informed decisions.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come.
A longevity strategy can help you overcome changing market conditions by helping you make long-term plans. Look to grow wealth over time so you can focus on things like selling a business or planning for retirement.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager