Keith has been a part of the financial services industry and UBS since 1977.  As a Senior Portfolio Manager in the firm's Portfolio Management Program, Keith is responsible for research, analysis and management of client portfolios.  Keith earned a B.S. in economics from Portland State University.  In 2001, he was awarded the Chartered Financial Analyst^® (CFA^®) professional designation, recognized around the world as the premier designation in the investment profession.  Active with Friends of the Children and other local nonprofits, Keith also spent years coaching kids' sports programs.  He and his wife, Greta, have two grown children and three grandchildren.

Registered States:
AZ, CA, CO, CT, FL, GA, HI, ID, IL, KY, MA, MD, MI, MN, MO, MT, NC, NE, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY

Curtis began his career as a Financial Advisor in 2005 with Piper Jaffray prior to its merger with UBS.  As a Senior Portfolio Manager in the UBS Portfolio Management Program, Curtis's daily responsibilities include researching and critiquing suitable investments for client portfolios.  He enjoys educating clients on what investments they own and why they own them.  Curtis earned a B.A. from the University of Portland.  He has been a fundraising committee member for Legacy Emanuel Medical Center and Randall Children's Hospital and recently coached for SouthEast Soccer Club.  Curtis and his wife, Carrie, enjoy spending their weekends immersed in the activities of their son and daughter.

Registered States:
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, NE, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY

Prior to entering the financial services industry at UBS in 2001, Shelley worked as a credit analyst at Ford Motor Credit.  By leveraging her extensive experience and knowledge of financial planning and relationship management, Shelley helps clients navigate the ever-changing financial landscape.  Shelley received a B.S. in management from the University of Oregon, and in 2008, she earned the CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation.  She and her husband, Jeff, enjoy spending time at the Oregon Coast with their two boys.

Registered States:
AZ, CA, CO, FL, GA, HI, ID, IL, MD, MO, MT, NC, NE, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI, WV

Henri's high level of interest in investments and his enjoyment of interacting with people have served him well since he joined UBS in July 1994.  He offers a comprehensive approach while working primarily with retirees, professionals and business owners.  Henri earned a B.A. in history from the University of Wisconsin, Oshkosh.  He has served as a board member for the Boys & Girls Club and the Rotary Foundation, and is also a member of the Vancouver Rotary.  Additionally, Henri spends his time with Leukemia Lymphoma Society, NW Association of Blind Athletes, 100 Men of Clark County and he fostered the initial stages of Seton Catholic High School.  Henri enjoys running, golfing, traveling, and spending time with friends and family.  His favorite travel companion is his daughter.

Registered States:
AZ, CA, CO, GA, HI, ID, IL, MN, MO, NE, NV, NY, OH, OR, PA, SC, TX, WA, WI, WV

John joined UBS in 2016.  Working collaboratively, John enjoys helping clients pursue their life goals through comprehensive financial planning and wealth management.  Previously, he was a portfolio manager for a private investment fund.  John's diverse professional background also includes work as a senior manager in a middle-market business, as well as service in the New York City Police Department as a detective and patrol officer.  John earned his B.A. in political science from Columbia University.  His previous community service roles include: chairman and board member, Board of Managers for Chinatown YMCA; four-time puppy raiser for the Guide Dog Foundation for the Blind; and volunteer EMT for the Central Park Medical Unit.

Registered States:
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, SC, TN, TX, UT, WA, WI, WV, WY

Tiffany has been a part of the financial services industry and UBS since March of 1997.  She oversees the day-to-day operations for the team while supporting advisors in creating and maintaining relationships with clients.  Her primary focus is to execute requests in a timely and professional manner.  Tiffany eared a B.S. in psychology from Portland State University and holds Series 7 and 66 securities licenses.  She and her husband, Chris, spend a significant amount of their free time cheering on their two sons in sporting competitions.  Tiffany enjoys music, warm weather and spending time with friends and family.

Registered States:
CA, OR, WA

Melissa began her career in financial services in 1980, working in the banking industry until 2008.  At that time she transitioned to an operational role in brokerage services.  Melissa joined UBS in 2014 and enjoys interacting with clients while providing exceptional customer service.  She received a B.S. in business administration from Concordia University in Portland, holds Series 7 and 66 securities licenses, and earned the Financial Paraplanner Qualified Professional™ (FPQP™) designation.  Melissa and her husband, Dennis have two adult children.  She holds a special place in her heart for retired Greyhounds and volunteers with a rescue team that helps them find their forever homes.

Registered States:
CA, OR, WA

Carmen's financial services career began in 1999 at the Portland office of Piper Jaffray, a boutique wealth management firm which was acquired by UBS in 2006.  Carmen worked in the Operations Department as a wire operator where she settled large stock and bond transaction.  In 2007 Carmen became a Client Service Associate responsible for supportive administrative duties.  In her free time, Carmen loves to exercise, read crime novels and watch movies.  She also enjoys cooking and has a special fondness for Thai cuisine.

Registered States:
CA, OR, WA