Knowledge

Thomas G. Rosendahl brings over 40 years of experience as a Senior Vice President and Senior Portfolio Manager with UBS Financial Services. He manages personalized investment portfolios for a select group of families and high-net worth individuals. His experience offers clients valuable perspective in addressing portfolio and market issues to help meet their needs and objectives. Tom brings a wealth of knowledge concerning the financial needs of clients; including wealth preservation, retirement planning strategies, and investment strategies to help mitigate market risk while seeking competitive rates of return. In 2013, Tom, Kevin Greene, and David Jackson formed TruPoint to help provide enhanced services and continuity for long-term clients.

Tom attended Oregon State University on an athletic scholarship, where he studied Business Administration with a focus in Economics, Finance, Marketing, and Accounting. After college, Tom became a senior manager for a leading global manufacturing company. He joined Paine Webber in 1983, which was acquired by UBS Financial Services in 2001.

Tom loves spending time with his wife, Nui, and his children, grandchildren, and friends. He enjoys learning golf, boating, entertaining, and world travel. He has supported several non-profit organizations that focus primarily on healthcare, as he believes he has a responsibility to give back to the community.

Greg is a Senior Vice President and Senior Portfolio Manager at UBS Financial Services, providing strategies and advice to families, foundations, endowments, and businesses across the country.

Greg joined Smith Barney as an Account Executive in 1987. His tenure at Smith Barney included a promotion to Branch Manager, where he was responsible for branch operations and the supervision of  the  businesses from 1993 to 2000. Greg graduated from Smith Barney’s Consulting Group University. From 1997-1999, he was chosen to serve as one of the University’s instructors. In 2007 Greg move his Team to  Morgan Stanley  where he Stayed until 2013, When  he was recruited to UBS to act as the Executive director based in  Lake Oswego A position he held till 2022.

Born in Salem, Oregon in 1959, Greg attended Sprague High School before earning a football scholarship to play Tight End for the University of Oregon. He graduated in 1981 earning a Bachelor of Science in Business Administration and Real Estate. Greg has served on various boards over his career, including Marylhurst College Board of Trustees, Oregon College of Arts & Crafts Trustee and Chair, on the University of Oregon Lundquist School of Business Advisors Board, and the Oregon Club of Portland.

As a member of the Fly Fishing Club of Oregon, Greg is passionate about fly fishing and has pledged his support for the Fishery for the Future Generations organization. Over the years, he has dedicated his time and resources to support various causes, including the Habitat or Humanity . He is a outdoor enthusiast , spending his free time in a Alaska fishing, golfing, skiing and hiking the many wonderful places in the northwest. He has two adult children and two grandchildren.

CA Insurance License #0A30141

Carl Johnsen is a Financial Advisor and Senior Portfolio Manger at UBS Financial Services.

Carl has been a Financial Advisor since 1997. He started his career at Smith Barney, building a business focused on asset management with a concentration on providing “total returns” for his clients. Carl has created a practice focused on helping business owners and high net worth executives. He engages with families in the financial, estate, and retirement planning process. His practice is tailored to address needs throughout the various stages of life.

Although Carl was born in Colorado, he grew up in Oregon. He graduated from the University of Portland with an Industrial Engineering degree emphasizing Business. After college, Carl spent 5 years travelling around the world playing professional golf in the Australian PGA tour, and various other mini tours. This experience has helped him understand how to engage with many different types of people. Carl currently splits his time between Oregon and Nevada, as a Nevada resident. He and his wife, Monique, have been married for over 25 years and raised 5 children together. They currently have 4 grandchildren.

CA Insurance License #0C27120

Scott has been an investment advisor for nearly 40 years. He is an accredited Wealth Advisor and Senior Portfolio Manager with UBS Financial Services.

Scott started his career at Piper Jaffray in 1985 as a Senior Investment Advisor and remained with the firm until it was acquired by UBS Financial Services in 2006. In 2015, Scott joined the TruPoint Wealth Management team at UBS.

While still in high school, Scott gained valuable business insight by becoming a partner in a family real estate business. Scott attended Vennard College, where he earned his degree in Biblical Studies and Humanities, while playing basketball as a star point guard.

Scott has been happily married to Laurie for 34 years. They have twin children- a boy, Isaac, and a girl, Laural. Scott enjoys time with his family, encouraging Isaac as pursue he pursues his college degree, being involved with Laural’s equine endeavors, and supporting his church.

David Jackson has been in the investment business for over 30 years and is an investment advisor, a registered and accredited Wealth Advisor and an insurance specialist. He believes that managing risk is the first responsibility of a fiduciary and that the wealth advisory process is the foundation of a successful investment outcome. David’s areas of expertise include fixed income investing, portfolio and estate protection, credit and banking matters, long-term health care needs, and socially responsible investing.

David began his career in 1991 with US Bancorp as a banker, registered representative and then as supervisor of investment executives throughout the Pacific Northwest. He was an operations manager for Prudential Securities in Portland for five years before accepting a position with Piper Jaffray as a regional supervisor in 2004. With UBS’s acquisition of Piper Jaffary in 2006, David decided to pursue his true passion to become an investment advisor and formed a partnership with Kevin Greene. David and Kevin joined Tom Rosendahl to form TruPoint Management in 2013.

David grew up in the Seattle area. He attended Lewis and Clark College in Portland, where he studied history. He has been married to Noël for over 30 years. They have two adult children. David is an experienced sailor who has extensively navigated the waters of the Pacific Northwest. He loves to ski in the winter. During the warmer months, he indulges his passion for mountain biking as well as fishing on the John Day and Deschutes rivers. He is committed to exercise and training and focuses on powerlifting and CrossFit.

Kevin Greene is a Senior Portfolio Manager with over 30 years of experience in the financial services industry. Kevin manages investment portfolios that are personalized to meet specific needs of individuals, families, and high net-worth investors. He is also directly involved with wealth planning services, retirement planning, and risk management strategies. Kevin uses a blend of fundamental and technical analysis to contract portfolios with various styles and attributes to offer the best opportunity for capital appreciation.

After earning a Business and Finance Degree with the University of Phoenix, Kevin started his career at U.S. Bancorp as an investment executive in 1992. In 1998 he was promoted to Branch Manager of the Portland operation and administration. He transitioned to Piper Jaffray in 2000, and took on the roll of Regional Sales Manager responsible for most of the Pacific Northwest region. He became the Assistant Branch Manager for the Portland branch of Piper Jaffary in 2004, and eventually became the Assistant Branch Manager in Lake Oswego as well. UBS Financial Services acquired Piper Jaffary in 2006, and Kevin decided to pursue his desire to become an Investment Advisor, and formed TruPoint Wealth Management with Thomas Rosendahl and David Jackson.

Kevin is a retired Air Force and Air National Guard veteran with 22 years of service. He has been married to his wife Terri for 35 years and they have raised three beautiful daughters together. He finds enjoyment and satisfaction in the serenity and hard work that country life offers. He makes sure to take time to be outdoors by going on hikes, hunting, camping, and backpacking. 

Ann Marie McRiley is a Senior Wealth Strategy Associate, Relationship Manager who has worked in the financial services industry for over 30 years. She began her professional career in 1991 as an institutional Research Assistant with Seidler Amdec Securities, a small boutique investment firm in Southern California. She moved to Morgan Stanley where she became a Financial Advisor and then worked in the same capacity at JP Morgan Chase. Ann Marie joined UBS in 2006. She holds many licenses, including Series 3, 31, 7, 9/10, 63, 65 and insurance.

Realizing that she enjoyed the administrative aspects of client relationship, Ann Marie became a Client Service Associate. She would eventually become an Assistant Operations Manager for UBS’s Portland Regional Complex, covering Oregon and seven other states.

In 2016, Ann Marie joined TruPoint Wealth Management. Now a Senior Wealth Strategy Associate-Relationship Manager, she assists clients with their operation and service needs while managing the team’s workflow.

Ann Marie was born in South Korea and grew up in the Pacific Northwest. After high school, she pursued religious studies at Rhema Bible Training School in Oklahoma. Ann Marie is married and has two adult sons. In her free time, she enjoys gardening and ballroom dancing.

Ronnie Cobb is a Wealth Management Associate. With over 30 years of financial services industry experience, and is an Accredited Asset Management Specialist. Ronnie is responsible for supporting daily activities of each financial advisor on the team and focuses on client service and administration.

In 1987, Ronnie started in the industry with Merrill Lynch in Tacoma, WA. She then went on to spend the bulk of her career in the San Francisco, Bay Area and in Oregon. Her experience includes time as a Complex Operations Manager for UBS. Her passion is client relationship management, which landed her in her current position. With the skills and experience Ronnie has developed over the years, she is able to build trusting, long term relationships with each client.

Born in Los Alamos, NM, Ronnie attended New Mexico State University, and graduated with a Bachelor’s degree in Marketing and a Minor in Management. She loves cooking, reading intriguing novels, traveling, and attending concerts. She has two grown daughters and two grandchildren.  

Before joining TruPoint Wealth Management, Cassy worked at a Registered Investment Advisor where she obtained her Series 63 and 65 licenses. She accepted a full-time position with UBS in 2018 as a Client Services Associate and Branch Technology Liaison.

Born and raised in the former Panama Canal Zone, Cassy holds a Bachelor of Arts degree in psychology from Yale University and a Master of International Management from the American Graduate School of International Management (now Thunderbird School of Global Management). She has worked for Gillette in Panama, Rogers Cablesystems in Texas and Pacificorp in Oregon. After the birth of her first child, Cassy chose to be a stay-at-home mom. In time, she became an active parent volunteer at school, as well as a part-time instructional assistant for the Tigard-Tualatin School District.

In addition to volunteering, reading, and traveling, Cassy enjoys taking time with her husband to explore Oregon wine country and cheer for the Ducks at University of Oregon football games.

Sydney joined UBS Financial Services in 2022. She obtained her Series 7 and Series 66 shortly after joining UBS, becoming a Registered Client Service Associate. Her responsibilities include marketing, portfolio implementation, trading, account maintenance and client services. 

She was born in Gresham, Oregon and was a competitive gymnast for 15 years. She attended Oregon State University 2019-2022, earning her Bachelors of Science in Finance. During her free time, she enjoys traveling, reading, working out, photography, and watching college sports. 

Celena joined UBS Financial Services in 2022 as a Client Service Associate, Branch Service Associate, and Branch Technology Liaison.

Celena graduated from Mount Hood Community College with a degree in Accounting. She uses her past experience from working for 7 years at both Bath and Body Works and Jenny Craig, working 3 years at Somerset Wealth Strategies, and working five years for Reynolds School District to help juggle the many hats she wears from being client facing to doing branch administrative duties to being our go to for tech help.

Celena has been married to her husband Anthony for 5 years, and they have two amazing dogs. She enjoys taking weekends to go camping and exploring the beauty of nature. She finds fulfillment in participating in kickboxing classes.