Personalized planning. Tailored advice.

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Our clients trust our integrated planning approach and know we are united in our commitment to proactive, responsive and personal client service.

We provide experienced advice on retirement and legacy issues, as well as comprehensive recommendations for those undergoing life transitions. We make it a point to work closely with your other trusted advisors, including your estate attorney and CPA.

We can help you manage and organize all aspects of your financial life.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert Coussens Profile Photo

    Robert Coussens

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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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 eight grandchildren: Livia (born 2010); Yvaine (born 2015); Stella (born 2017), Zola (born 2018), Mavis (born 2019) and Isla (born 2020) Bodhi (born 2023) and Riven (born 2023).

    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.

    • 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
    • Wealth Advisor
    • CA Insurance License No : 0A30110
    805 South West Broadway
    Suite 2600
    Portland, OR 97205
  • Jonathan Levine Profile Photo

    Jonathan Levine, CFP, CIMA, CPWA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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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.

    • 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
    760 SW 9th Street
    Suite 2450
    Portland, OR 97205
  • Monica

    Monica Spady, CEPA® , CSRIC

    Financial Advisor

    Endowment & Foundation Consultant

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    • MA
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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.

    Community Involvement:

    • Oregon Historical Society Board Member
    • Lincoln City Sustainable Committee
    • Catlin Gabel PFA Executive Committee
    • Portland Royal Rosarian
    • UBS Women in Wealth Coordinator (Oregon)

      • University of Puget Sound - Bachelor of Arts in Finance
      • Endowment & Foundation Consultant
      • CSRIC® - Chartered Sustainable & Responsible Investing Counselor®
      • Central Catholic alumni
      • Portland Royal Rosarian
      • Endowment & Foundation Consultant
      • Chartered SRI Counselor℠
      • Certified Exit Planning Advisor
      805 South West Broadway
      Suite 2600
      Portland, OR 97205
    • Joshua Hollander Profile Photo

      Joshua Hollander, CFP, CDFA

      Financial Advisor

      Certified Divorce Financial Analyst

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      • AK
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      • CA
      • DC
      • DE
      • FL
      • GA
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      • ID
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      • MA
      • MI
      • MO
      • MT
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
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      • WA

      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 fiancé Kim, and their 2 dogs. 

        • Tufts University, B.S. Mechanical Engineering
        • Certified Divorce Financial Analyst
        • CERTIFIED FINANCIAL PLANNER™
        760 SW 9th Street
        Suite 2450
        Portland, OR 97205
      • Joseph Bartlett Profile Photo

        Joseph Bartlett, CIMA, CRPC

        Financial Advisor

        Certified Investment Management Analyst®

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        Detailed and diligent

        With more than seventeen 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
          760 SW 9th Street
          Suite 2450
          Portland, OR 97205
        • Gregory Moser Profile Photo

          Gregory Moser

          Senior Wealth Strategy Associate

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          • CA
          • OR
          • WA

          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.

            • University of Oregon, B.S.
              760 SW 9th Street
              Suite 2450
              Portland, OR 97205
            • Kathleen Kutter Profile Photo

              Kathleen Kutter, FPQP

              Wealth Management Associate

              Financial Paraplanner Qualified Professional™

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              • OR
              • WA

              Friendly and proactive

              Kathe's been in the financial services business for over 25 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 ProfessionalTM. 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 Portland’s many eclectic neighborhoods with great food, entertainment and cool, sometimes hidden, public staircases to climb.

                • Western Michigan University, B.B.A., magna cum laude
                • Financial Paraplanner Qualified Professional™
                760 SW 9th Street
                Suite 2450
                Portland, OR 97205
              • Kimberlee Jarmin Profile Photo

                Kimberlee Jarmin, AAMS

                Wealth Management Associate

                Accredited Asset Management Specialist

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                • CA
                • OR
                • WA

                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. 

                    • Accredited Asset Management Specialist
                    5300 Meadows Road
                    Suite 300
                    Lake Oswego, OR 97035
                  • Caitlin Sawyer Profile Photo

                    Caitlin Sawyer

                    Client Associate

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                    • CA
                    • OR
                    • WA

                    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.

                      • University of Oregon, B.A.
                        760 SW 9th Street
                        Suite 2450
                        Portland, OR 97205
                      • Natalie Taylor

                        Natalie Taylor

                        Client Associate

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                        • OR
                        • TX
                        • WA

                        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 of our clients.

                        Outside UBS

                        Natalie lives in Southeast Portland and enjoys the great restaurants and parks in her neighborhood. Growing up in San Diego, Natalie had to adjust to the Oregon winters but she has learned to enjoy cross country skiing and snowshoeing and in the summer you can find her hiking or camping. 

                          • University of Oregon, B.S. Economics
                            760 SW 9th Street
                            Suite 2450
                            Portland, OR 97205

                          Connecting you to the deep resources of UBS

                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                          Beyond your working years

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                          Client experience

                          Managing wealth is our craft

                          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.

                          Insights

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager