For over 25 years, James has worked closely with families, executives, and business owners, providing strategic wealth consultancy, advanced financial planning, and investment management. He founded the Celilo Wealth Management Group at UBS in 2010 to address the needs of clients with significant wealth. James has grown his practice into a team recognized by peers and clients alike for excellence and commitment. 

James' professional and community accomplishments include:

• Veteran, U.S. Army, Serving tours in Panama and Honduras
• Barron's Top 1,200 Financial Advisors in America 2014 – 2018
• B.S. in Business Administration, Portland State University
• Graduate,  University of the South’s School of Theology
• Oregon Wine Brotherhood Ambassador to Canada

James is active in the local community through involvement with various non-profits focused on youth homelessness and education. He and his wife, Cherie enjoy spending time with their family, including the recent addition of three grandchildren. He also stays busy making Pinot Noir and Chardonnay at his boutique family vineyard in West Linn.

Registered States:
AK, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WY

Nick began his career as a Financial Advisor in 2011 at Waddell and Reed in Vancouver, Washington where he developed financial plans and asset allocation portfolios. A year later he transitioned to UBS and the Celilo Wealth Management team where his focus is financial planning, risk management, asset allocation, and modern portfolio theory.

Prior to his financial career, Nick graduated Cum Laude from Gonzaga University, with a Bachelor's degree in Business Administration with duel concentrations in Finance and Management Information Systems.

At Celilo Wealth Management Nick’s strength and special skills in the area of asset management have been instrumental in the management and success of Celilo's Equity and Fixed Income portfolios. Nick has also taken on the roles of relationship manager, compliance manager and technology implementation.

Raised on the Southern Oregon Coast, Nick enjoys the great outdoor activities the area has to offer; joining a pickup basketball game whenever he can; and sampling Portland's great microbrews. He and his wife Brittney have two young and energetic kids.

Registered States:
AK, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WY

Ethan began his career in wealth management as Trade and Processing Specialist, supporting UBS in operational support. He was quickly promoted to the role of Wealth Planning Analyst where he covered the Oregon/Seattle market for UBS and helped more than 300 families and business owners develop and execute strategic financial plans.

As a partner in the Celilo Wealth Management Group since 2017, his background in analytics and advanced financial planning helps drive our highly individualized and personal approach to wealth management.

As a Certified Exit Planning Advisor, Ethan specializes in financial planning considerations for business owners in preparation for, and following transitions to strategic & private equity third parties, next generation family members & management, ESOPs, & IPOs.

Ethan's professional and community accomplishments include:

• B.A. Applied Business/Economics, University of Oregon
• CERTIFIED FINANCIAL PLANNER  ™ (CFP®) – CFP Board
• Accredited Wealth Management Advisor (AWMA®) – College for Financial Planning
• Certified Exit Planning Advisor (CEPA®) – Exit Planning Institute
• Series 7, General Securities Representative Exam, FINRA
• Series 66, Uniform Combined State Law Exam, FINRA
• Oregon State Life, Health and Disability Insurance Licenses

Ethan stays active through his involvement with local non-profits benefiting youth in the community. He and his wife Reagan live in West Linn with their daughter, Rosie.

Registered States:
AK, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WY

Alejandra earned a Bachelor of Science in Business Administration from La Universidad La Salle in Mexico City in 2001. She also attended Oregon State University's prestigious English Language institute. Alejandra is our Senior Registered Client Service Associate with over 15 years of experience in the financial services industry. Alejandra specializes in operations, compliance, and portfolio review. She is dedicated to providing unparalleled client service. Alejandra is licensed in both the series 7 and series 66.

After graduating from Oregon State University in 1999 with a degree in Psychology, Tara quickly joined the Beatty-Barber group, now known as Celilo Wealth Management. To date she has accumulated 12 years of experience in the industry and become licensed in both the series 7 and 66. Tara’s intricate role within our group embodies client services, event coordinator, web manager, and community outreach advocate.

Registered States:
OR, PA

Keegan graduated from the University of Portland where she earned a bachelor's degree in Business Administration with an emphasis in Economics. While earning her degree she held multiple internships including an Operations internship in Hyderabad, India for the non-profit SAFA. She also completed a one year study abroad program in Salzburg, Austria.

As a child she lived in McKinney, Texas before moving to Prescott, Arizona. However, after spending four years "on the bluff" she decided that Portland would become her permanent home.

In her free time she enjoys spending time outdoors, and reading. Her favorite thing to do is spend time with her two nieces and nephew.

Keegan is currently pursing the Series 7 license.

Registered States:
CA, GA