Patsy is a First Vice President-Wealth Management for UBS Financial Services, Inc. in Medford, OR. She is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, she is eminently qualified to provide highly personalized wealth management services to her clients. After 16 years in the field of tax and accounting, she completed her Financial Planning Certification and joined the experienced wealth management firm of UBS Financial Services in October 2006. Over the next few years she worked with her clients to navigate through the worst financial recession in our lifetime, with the goal of thriving, not just surviving.

In 1981 Patsy graduated with honors from Southern Oregon University with a bachelor's degree in Business Administration, minor in Economics, with areas of concentrated study of finance and investments.

In 2008 Patsy received her Certified Financial Planner™ certification for which she completes over 30 hours of continuing education every two years.

In 2010 she earned the UBS Wealth Advisor designation

Patsy is a board member and volunteer with Soroptimist International and other community service organizations in the area that serve children and youth.

Patsy and her husband have lived and served in the Medford, OR area for over 25 years, enjoying the active lifestyle available here. With a clear understanding of the negative impact of taxes on wealth, Patsy offers a customized approach to wealth management, built and shaped by an understanding of your needs and aspirations. To assist in managing your wealth, she can call upon the vast capabilities of UBS - one of the world's largest wealth management firms, to provide solutions to address your concerns.

Registered States:
AK, AL, AR, AZ, CA, CO, FL, HI, ID, LA, MA, MD, ME, MI, MT, NC, NE, NJ, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VT, WA, WY

David brings over 13 years of financial services experience to his work as a financial advisor at UBS Financial Services, Inc. He focuses on individual company research, planning, and mutual fund analysis.

 - David studied at George Fox University and Western Oregon University, graduating with a Bachelor of Science degree.

 - After college, David worked in non-profit management focusing on youth development. David is involved in many community organizations, including Scouts BSA, the Holly Theater, and the YMCA.

 David and his wife, Lyndi, both grew up in Medford and have three children. In the evenings, you may find David performing with his band, or acting in a community theater production.

Registered States:
AK, AL, AR, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MD, ME, MI, MT, NC, NJ, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, WA, WY

Tyson is a Senior Vice President-Wealth Management for UBS Financial Services Inc. in Medford, OR. He understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS---it is about providing the right advice to help you pursue your goals. That's why he takes a customized approach to wealth management built on a personal relationship and shaped by an understanding of your needs and aspirations.

 From retirement, estate and overall financial planning, to corporate stock option plans and strategies for concentrated securities positions, Tyson brings diverse experience to his practice across the spectrum of clients' wealth management needs. In fact, he has earned extensive professional accreditation to serve his clients even better:

 - Tyson earned the Certificate Investment Management Consultant CIMA(R) designation in 2004.

 - In 2005 Tyson received his Certified Financial Planner(TM) CFP(R) certification for which he completes over 30 hours of continuing education every two years.

 - In 2008 he earned the UBS Wealth Advisor designation.

 As a corporate Stock Benefit Consultant, Tyson works with a number of employees to help them design strategies for their stock benefit plans. He also designs investment plans for executives to help them structure personalized portfolio strategies based on their goals, their risk comfort levels and their desired level of involvement.

 Tyson began his career with Merrill Lynch in 1982 after graduating from Whitman College with a degree in Economics.

Registered States:
AK, AL, AZ, CA, CO, FL, HI, ID, LA, ME, MT, NJ, NV, OH, OR, SC, SD, TN, TX, UT, WA

Dottie came to UBS in 2010 with a background in administration and most recently worked for a large corporation as a Treasury Analyst. Dottie is driven to achieving the highest standards. As a Registered Client Service Associate, she is responsible for the 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.

 - Dottie and her husband moved to Oregon in 2010 to be near their children and grandchildren. They enjoy volunteering in the Medford community, camping, hiking and golfing whenever possible.

Registered States:
AK, AZ, CA, NV, OR, WA

Jacqueline (Jax) joined UBS in 2013 with a background in the banking industry and brings her customer service experience to the forefront. As a Client Service Associate, Jax acts as the teams service concierge, providing a wide range of client service tasks, including assisting with client review meeting preparation, coordinating documents, and fulfilling client service requests.

 - Jax came to Oregon in 2004 with her husband on a job transfer with the United States Post Office. They enjoy outdoor activities such as hiking and biking.