Let's move forward. Together.

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.

Family photos

Meet the team

  • Todd Schroeder Profile Photo

    Todd Schroeder, CIMA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • 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 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

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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
    Financial planning
    Investing
    Executive compensation
    Corporate executives
    5300 Meadows Road
    Suite 300
    Lake Oswego, OR 97035
    todd.schroeder@ubs.com
    Todd Schroeder, CIMA®
    5300 Meadows Road,Lake Oswego,OR,97035
  • Ali-Panahpour

    Ali Panahpour, CRPC

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • 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

    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

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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.
    • Private Wealth Advisor
    • Chartered Retirement Planning Counselor
    Lending services
    Financial planning
    Retirement planning
    Executive compensation
    Corporate executives
    5300 Meadows Road
    Suite 300
    Lake Oswego, OR 97035
    ali.panahpour@ubs.com
    Ali Panahpour, CRPC
    5300 Meadows Road,Lake Oswego,OR,97035
  • Aaron-Kohn

    Aaron Kohn, CPWA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • 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

    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

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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
    • Private Wealth Advisor
    • Wealth Advisor
    Legacy planning
    Estate planning strategies
    Alternative investments
    Executive compensation
    5300 Meadows Road
    Suite 300
    Lake Oswego, OR 97035
    aaron.kohn@ubs.com
    Aaron Kohn, CPWA
    5300 Meadows Road,Lake Oswego,OR,97035
  • Nathan-Harrell

    Nathan Harrell, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • 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

    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, 2023, 2024The 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, 2023, 2024The 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
    • Private Wealth Advisor
    Financial planning
    Retirement planning
    Corporate executives
    600 Southwest Columbia
    Building 4 (Suite 6200), 2nd Floor
    Bend, OR 97702
    nathan.harrell@ubs.com
    Nathan Harrell, CPWA
    600 Southwest Columbia,Bend,OR,97702
  • Scott-Springer

    Scott Springer

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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 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

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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
      600 Southwest Columbia
      Building 4 (Suite 6200), 2nd Floor
      Bend, OR 97702
      scott.d.springer@ubs.com
      Scott Springer
      600 Southwest Columbia,Bend,OR,97702
    • Derek-Nelson

      Derek Nelson, CFP®

      Senior 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. 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.

        • Pacific University, Business Administration
        • CERTIFIED FINANCIAL PLANNER®
        Financial planning
        Education planning
        Investing
        Asset allocation
        5300 Meadows Road
        Suite 300
        Lake Oswego, OR 97035
        derek.nelson@ubs.com
        Derek Nelson, CFP®
        5300 Meadows Road,Lake Oswego,OR,97035
      • Paula-Jorgensen

        Paula Roberts

        Team Administrator

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        • AZ
        • CA
        • CO
        • FL
        • ID
        • MA
        • MI
        • MN
        • MO
        • MT
        • NJ
        • NV
        • NY
        • OR
        • PA
        • RI
        • SC
        • TX
        • VA
        • 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 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.

          • Corban University, B.S. in Finance and Business Administration
            5300 Meadows Road
            Suite 300
            Lake Oswego, OR 97035
            paula.c.roberts@ubs.com
            Paula Roberts
            5300 Meadows Road,Lake Oswego,OR,97035
          • Michelle-Springer

            Michelle Springer

            Client Associate

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              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.

                • Oregon State University, B.S Elementary Education
                • Linfield College, Master's Degree - Education
                  600 Southwest Columbia
                  Building 4 (Suite 6200), 2nd Floor
                  Bend, OR 97702
                  michelle.springer@ubs.com
                  Michelle Springer
                  600 Southwest Columbia,Bend,OR,97702
                • Brittany-Dohrwardt

                  Brittany Dohrwardt

                  Client Associate

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                  • AZ
                  • CA
                  • CO
                  • FL
                  • ID
                  • MA
                  • MI
                  • MN
                  • MO
                  • MT
                  • NJ
                  • NV
                  • NY
                  • OR
                  • PA
                  • RI
                  • SC
                  • TX
                  • VA
                  • WA
                  • WI

                  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.

                    • University of Phoenix, B.S. Accounting
                      5300 Meadows Road
                      Suite 300
                      Lake Oswego, OR 97035
                      brittany.dohrwardt@ubs.com
                      Brittany Dohrwardt
                      5300 Meadows Road,Lake Oswego,OR,97035
                    • JQ

                      Jacqueline Major

                      Client Associate

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                        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. 

                         

                              5285 SW Meadows Road
                              Suite 495
                              Lake Oswego, OR 97035
                              jacqueline.stuart@ubs.com
                              Jacqueline Major
                              5285 SW Meadows Road,Lake Oswego,OR,97035

                            Forbes 2024 Best-In-State Wealth Advisors

                            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.

                            The proof is in our numbers

                            23

                            Years in business as a team

                            1.7 Billion

                            Assets under management

                            130

                            Collective years of experience


                            Defining your priorities. Pursuing what matters.

                            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.

                            Container ship

                            Maximize your potential wealth

                            Coworkers around table in lobby

                            Retirement plan services

                            Woman with architectural plans

                            A plan to simplify your financial life

                            Couple in an art gallery

                            Comprehensive planning for significant wealth

                            Train crossing a bridge at sunset

                            Approach your financial future with confidence

                            Insights

                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $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