25
Years in business as a team
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.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Wealth Strategy Associate
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 the TRACK team as a Best-In-State Wealth Management Team for 2026 in Oregon and we are grateful to the trust and confidence of our clients—it’s what makes this kind of recognition possible.
Our team has always been focused on building strong relationships with our clients. We believe this award is a valuable testament to that collaboration and to our ongoing commitment to their financial well-bring today and for the future. We are honored, thank you!
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.
A donor advised fund generally is a fund or account that is sponsored by a public charity and with respect to which the donor or someone whom the donor designates can advise on distributions or investments.1
1 IRC § 4966(d)(2).
An overview of philanthropic strategies and their impact to help you evaluate different options.
25
Years in business as a team
1.9 Billion
Assets under management
130
Collective years of experience
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
