Personalized planning. Tailored advice.

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Enthusiasm and hard work
Bob has over 35 years of wealth management experience, focusing primarily on portfolio management, financial planning, and working with business owners, corporate officers and complex estates. His clients are diverse and include entrepreneurs, small business owners, affluent individuals, retired individuals and families. He serves each client with a great work ethic, high standards and a sharp attention to detail—all with high energy and enthusiasm.

Helping others
Everything Bob does, he does with passion. From helping people make better investment decisions to competitive cycling, family gatherings, and gardening, Bob gives more than 100%.

Outside UBS
Bob and his wife of nearly 45 years, Susan, live in Hillsboro and have four grown children. Bob loves to spend time with his six granddaughters: Livia (born 2010); Yvaine (born 2015); Stella (born 2017), Zola (born 2018), Mavis (born 2019) and Isla (born 2020).

In his leisure time, Bob enjoys cycling, individually, the Portland Velo cycling club, and the Desert Bicycle Club. He also loves gardening, where he focuses on growing dahlias and heirloom tomatoes, and watching Oregon State football games.

At a glance:

• Senior Vice President—Wealth Management
• Senior Portfolio Manager/Financial Advisor
• B.S. Business Administration, Oregon State University

• Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Oregon State University, B.S. Business Administration

• Senior Portfolio Manager
• CA Insurance License No : 0A30110

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A commitment to excellence

For more than 30 years, Jon has provided comprehensive financial advice. His goal is to build long-term relationships which enable him to provide insight on every aspect of a client's financial life. Jon takes a personal approach to provide individualized and attentive service. The advice and planning solutions he provides for individuals and their families, business owners and institutions reflect true partnerships. 

Industry recognition

Jon is a CERTIFIED FINANCIAL PLANNER™, a Certified Private Wealth Advisor®  (CPWA®) and has earned the Certified Investment Management Analyst (CIMA®) designation. Jon is committed to lifelong learning.

Professionally, Jon has served as Co-Chair of the firm's distinguished Financial Advisor Advisory Committee (FAAC). The FAAC acts and serves in an advisory capacity to UBS's Wealth Management Americas CEO and management leadership team based in New York. The FAAC addresses critical issues and concerns that ultimately help all of UBS better serve our clients.

Outside UBS

Jon serves or has served on a number of boards and committees including as Chair of Donate Life Northwest, Portland Youth Soccer Association, American Corporate Partners, Literary Arts, and Start Making a Reader Today (SMART). He and his wife Sheila also support many local organizations.

Jon originally hails from the Boston area and is a lifelong New England sports fan. He graduated with a Bachelor of Science from the School of Natural Resources at the University of Vermont. Jon and his wife Sheila along with their two daughters Charlotte and Erin live in Portland. Jon enjoys Portland Timbers games, alpine skiing, cycling, reading, cooking, and is a member of the Oregon Wine Brotherhood.

The credentials that build confidence:

CERTIFIED FINANCIAL PLANNER™ (CFP® )
Certified Investment Management Analyst® (CIMA®)
Certified Private Wealth Advisor® (CPWA®)

• Forbes Best-in-State Wealth Advisors, 2022, 2023The 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, 2023The 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 Natural Resources at the University of Vermont, B.S.
• CA Insurance License No: 0D49058

• Private Wealth Advisor
• Institutional Consultant, UBS Institutional Consulting Program
• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®
• Senior Portfolio Manager

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A lifetime at UBS:

Monica began her career here 25 years ago (at PaineWebber) as a financial advisor. From 2002-2022 she worked at UBS Asset Management on an investment team that oversaw approximately $150 billion in assets. Her role on the team was communicating investment views directly with family offices, business owners, institutions, financial advisors, and at UBS industry events. She has referred to her role as a financial translator – making the complex easier to understand. She is an experienced public speaker who could be heard regularly giving portfolio updates or doing educational sessions on UBS Wealth Management USA’s national call network.

More recently, she has focused on the growing area of Sustainable, Responsible and Impact investing. She recently attended an eight week course sponsored by the University of Cambridge’s Sustainable Leadership Institute, served on UBS AM’s Global Sustainable Engagement committee, and will be sitting for her ESG CFA Certification next year. She joined the Vista Group in October of 2022 and is excited to be a part of the team.

Outside of UBS:

Monica and her husband Josh are both second generation Portland natives. You will often find them, along with their daughter, in Lincoln City on the weekends. They enjoy the great outdoors year-round; favorites are kayaking on Devils Lake, pulling kids on tubes behind their boat, and watching the amazing coastal wildlife. Their family manufacturing business in Oregon keeps them on their toes, as any business owner will attest to! They are active members of the Catlin Gabel community and Monica is a Portland Royal Rosarian. They are huge fans of Willamette Wine Country (also local ciders), love Halloween, and always try to live their biggest life possible.

At a glance:

• CSRIC® - Chartered Sustainable & Responsible Investing Counselor®
• Endowment & Foundation Consultant
• University of Puget Sound – Bachelor of Arts in Finance
• Central Catholic alumni
• Portland Royal Rosarian

• University of Puget Sound - Bachelor of Arts in Finance
• Endowment & Foundation Consultant
• CSRIC® - Chartered Sustainable & Responsible Investing Counselor®

• Endowment & Foundation Consultant
• Chartered SRI Counselor℠
• Certified Exit Planning Advisor

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Extensive experience
Before joining UBS in 2016, Greg spent 30 years providing Institutional and Middle Market clients with fixed-income investment advice and solutions. As a Senior Wealth Strategy Associate, Greg uses his extensive experience working with a variety of investment solutions to help his clients reach their financial goals.

Professional football, financial acumen
Greg applies his work ethic and dedication from the sports field to the conference room. After growing up in Hood River, Oregon, Greg continued his education at the University of Oregon where he received his Bachelor of Science in 1983. While at the U of O, Greg was a four-year letterman in football as a wide receiver and a two-year letterman in baseball before the program was eliminated in 1981. After college, Greg played football professionally for four years in the USFL before beginning his career in the finance services industry in 1987.

Outside UBS
Greg lives in Lake Oswego. He has been involved with youth sports for the last 17 years as a coach for football and baseball, as well as a caretaker for the local fields. In his free time, Greg enjoys the outdoors. He loves alpine skiing with his family and is passionate about golf, hunting and fishing.

At a glance:

• Senior Wealth Strategy Associate
• B.S., University of Oregon
• Thirty years experience in financial services

• University of Oregon, B.S.

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Finding the right solutions

Josh began his financial services career at UBS in 2003.  Working primarily with professionals, retirees and small businesses, he believes that taking a financial planning approach – looking at all areas of a client’s financial life – helps him provide the best solutions. 

Josh has expertise working with individuals going through life transitions.  Marriage, having a child, divorce, retiring, or losing a loved one brings unique challenges and opportunities to someone’s financial life.  Josh enjoys helping and educating people during these times of change. 

Degrees and designations

Josh received a B.S. in mechanical engineering from Tufts University.  He currently holds Series 7 and 66 securities licenses as well as life, health insurance and annuity licenses, he holds a Certified Financial Planner™ (CFP®) designation, as well as a Certified Divorce Financial Analyst (CDFA®) designation.   

Outside UBS

Josh is as passionate about rafting as he is about planning.  He has served on the board of the Oregon Whitewater Association, and has rafted over 30 different rivers in Oregon, Washington, Idaho and British Columbia.  He lives in Vancouver, Washington with his girlfriend, Kim, and their 3 dogs.

At a glance:

• Investment Associate
• B.S. Mechanical Engineering, Tufts University
• Certified Financial Planner™ (CFP®)
• Certified Divorce Financial Analyst (CDFA^® )

• Tufts University, B.S. Mechanical Engineering

• Certified Divorce Financial Analyst
• CERTIFIED FINANCIAL PLANNER™

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Detailed and diligent

With more than fifteen years of financial services experience, Joe specializes in helping families, individuals, and businesses reach their financial goals through sound advice, attention to detail and diligent planning.

Degrees and designations

Joe holds the prestigious Certified Invest Management Analyst ® (CIMA®) certification and the Chartered Retirement Planning Counselor (CRPC®) designation. He graduated from Oregon State University with a degree in business administration, with concentrations in accounting, management as well as a Japanese minor. He currently holds the Series 7 and Series 66 securities licenses as well as life, health, and annuities insurance licenses.

Outside UBS

Joe and his wife Melissa live in Portland along with their two daughters Mallory and Margot and their chocolate Labrador Porter. Outside of the office, Joe enjoys spending time with family, travel, and cheering on the Trailblazers, Timbers, and Beavers . Joe is an avid cyclist and member of Portland Velo Cycling Club. His personal cycling goal is to log over 10,000 miles per year.

• Oregon State University, B.A. Business Administration

• Certified Investment Management Analyst®
• Chartered Retirement Planning Counselor℠

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Friendly and proactive

Kathe's been in the financial services business for over 20 years. Her friendly, proactive approach to service and open communication affords the Vista team the ability to anticipate client needs. She takes client privacy very seriously and hopes to create an environment in which clients feel comfortable sharing their personal lives, so that the Vista team can do their best to help them reach their goals.

Degrees and designations

Kathe is a Wealth Management Associate and Financial Paraplanner Qualified Professional^TM. She graduated magna cum laude with a B.B.A. from Western Michigan University. Kathe has since obtained her insurance and NASD supervisory licenses, in addition to the Series 7, 63 and 65 securities licenses.

Outside UBS

Kathe enjoys baking (and sharing the finished product), ice hockey, Tae Kwon Do, spending time outdoors and traveling. After visiting other US cities, she appreciates the easy going commute in Portland as well as its many eclectic neighborhoods with great food and entertainment.

At a glance:

• Wealth Management Associate
• Private Wealth Management
• Financial Paraplanner Qualified Professional^TM (FPQP™)
• Western Michigan University, B.B.A.

• Western Michigan University, B.B.A., magna cum laude

• Financial Paraplanner Qualified Professional™

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Knowledgeable and dedicated

Kim began her career in the financial services industry in 2003 and joined UBS in 2011. She cultivates strong relationships through direct communication, proactive outreach and ongoing support. Her commitment to innovation and collaboration allows her to increase efficiencies for the Vista team, and create an exceptional client experience.

Education and experience

Kim is a Wealth Management Associate and Accredited Asset Management Specialist. She earned the Accredited Asset Management Specialist (AAMS®) designation, in 2015 through the College for Financial Planning, and holds the series 7 and 66 securities licenses.

Outside UBS

Outside of the office, Kim enjoys finding adventure outdoors, hiking, connecting with loved ones, and exploring her Dutch Indonesian roots. She’s got a passion for travel, trying new restaurants and loves to get lost in a good book. 

At a glance:

• Wealth Management Associate
• Senior Registered Client Service Associate
• Accredited Asset Management Specialist  (AAMS ®)

• Accredited Asset Management Specialist℠

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High standards

Caitlin's enthusiasm and drive shows in everything she does. From summiting South Sister at 10,358ft to spending three months backpacking the Pacific Crest Trail, she is driven to achieving the highest standards. As a Client Service Associate since 2013, Caitlin is responsible for management and service of client needs. Within the team she is valued for her commitment to quality and the meaningful relationships she builds with clients.

Outside UBS

In her backyard, you won't look far to notice another passion—her love for animals. Her eight chickens roost in the shelter she built herself and she's rescued three cats and a dog from local animal shelters. One day she hopes to add pygmy goats and bees to her farm. Additionally she enjoys being outdoors, gardening, hiking, and traveling with her husband.

At a glance:

• Business Development Specialist
• Client Service Associate
• B.A., University of Oregon
• Series 7, 63, and 65 securities licenses

• University of Oregon, B.A.

Supportive client service

Natalie is a Client Service Associate and has worked in the financial services industry since 2018. She strives to enhance the client experience by servicing and building client relationships, anticipating client’s needs, and proactively providing solutions. As the newest member of our team, she looks forward to the opportunity to work with all our clients.

Outside UBS

Natalie has lived in Southeast Portland since 2018 and enjoys the great restaurants and parks in her neighborhood. Growing up in San Diego, the Oregon winters were an adjustment but she now enjoys cross country skiing and snowshoeing during the colder months. In the summer months she spends her weekends hiking and enjoying the great outdoors.

At a glance:

• Client Service Associate
• B.S., University of Oregon
• Series 7, 63, and 65 securities licenses
   

Registered States:

OR, TX