Experience

Joe has over 35 years of financial services experience in the investment field. Early in his career he spent three years on a municipal bond trading desk, during which time he developed an in-depth knowledge of the bond market. His extensive experience in the fixed income and equity markets allows him to provide clients with high level financial planning and professional investment management services.  Joe has a B.S. in Business Administration from the University of Oregon, and is Series 7 and 66 securities licensed.

With over 25 years in the financial industry, Jim focuses in the areas of investment management, tax strategies, and retirement distributions. Jim is a Certified Investment Management Analyst, a designation obtained through coursework and examination at the Wharton School at the University of Pennsylvania. He holds a B.S. from Oregon State University in accounting and is Series 7 and 66 licensed.

As a Senior Portfolio Manager with over 30 years of financial services experience, Ted provides fee-based professional investment management of stocks, bonds, exchange-traded funds and mutual funds on a discretionary basis.  His focus is primarily on the implementation of investment strategies to help his clients grow and preserve their assets to achieve their goals and meet their retirement income needs. 

Ted attended Santa Clara University and the University of Oregon.  He earned a Bachelor of Science from the University of Oregon with degrees in Political Science, Business and Economics. Ted is Series 7 and 66 securities licensed, and insurance licensed.

John has worked in the financial industry for over 30 years. His areas of focus are IRA rollover and distribution strategies, private family foundations and executing estate planning strategies through the Firm’s advisory and brokerage capabilities. He continues to enhance his knowledge by taking continuing education courses. John has a B.A. from Oregon State University and is Series 7 and 63 securities licensed.

With more than 40 years of experience in the financial services industry, Debbie is a key member of the Wrenn Ferguson Group. Debbie has an extensive background in the operational side of the securities business. This gives her a unique perspective as she assists individuals with their investment objectives. Debbie attended the University of Washington. She is Series 7 and 63 securities licensed.

With over 30 years of financial services experience in the investment field, Marian focuses on servicing the day to day operational needs of clients. Additionally, as a former wire operator, Marian has extensive wire operations experience, making her an invaluable member of the team to oversee the proper execution of trades on the various exchanges. Beyond operations, Marian focuses on making sure clients receive the highest possible level of service. Marian attended the University of Washington. Marian is Series 7 and 63 securities licensed.

Sara is a Senior Registered Client Service Associate and Partner with the Wrenn Ferguson Group at UBS Financial Services, Inc.  With over 20 years of experience in her role, she has developed longstanding relationships with our clients that center on mutual trust and respect. Sara is deeply committed to helping our clients meet their long-term financial goals while offering the highest level of service for their day to day needs.  She is FINRA series 7, 66 and insurance licensed.  Outside of the office, Sara enjoys spending time with her husband Luke and their 2 children.  She loves traveling, camping, volunteering at her kid’s school and playing pickleball.

Bethany joined UBS in 2000.  Her tenure and over 20 years of experience as a manager gives her a unique perspective as she assists individuals with their investment objectives. Bethany holds the FINRA series 7, 66, 9 & 10 licenses.