Let's move forward. Together.

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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

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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

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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

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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

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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

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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®

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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

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

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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

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.