Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.

Sean Gabrio, CIMA®

Senior Vice President - Wealth Management
Wealth Advisor
Senior Portfolio Manager
503-221-1184
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sean.gabrio@ubs.com

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Sean Gabrio is a Senior Partner with The Pacific Wealth Group. With over 24 years of industry experience, Sean has earned the titles Senior Vice President, Private Wealth Advisor, and Senior Portfolio Manager. Employing a consultative approach, he works with a select group of high net worth individuals and families addressing major concerns such as wealth preservation, tax management, legacy planning, asset protection, and philanthropy. Additionally, he has assisted a number of closely held business owners successfully navigate the complex issues surrounding the marketing and sale of their businesses.

Sean obtained the Certified Investment Management AnalystSM (CIMA®) designation, via an intensive course and exam process that emphasizes investment knowledge, ethics, and objective investment advice. He is a member of the Investment Management Consultants Association and has helped the team achieve a top ten ranking for Oregon Advisors from the Oregon Business Magazine and is listed in the Portland Business Journal as one of Portland’s top Wealth Advisors. Sean is widely recognized as one of the leading Private Wealth Advisors in the Oregon Market.

Sean and his wife Leslie, celebrating 21 years together, have two children. Originally from Spokane, Sean moved to Eugene where he graduated from the University of Oregon. Historic Northeast Portland is the Gabrio's current residence. Sean is a strong believer in giving back to the community he lives in, and is actively involved with several local charities in addition to being the President of the Board of Directors for Elevate Oregon.


Registered States:
AZ, CA, CO, GA, HI, ID, IL, IN, MA, MI, MN, MT, NV, NY, OR, TX, UT, VA, WA


Jim Mead, CFP®, CIMA®

Senior Vice President - Wealth Management
Wealth Advisor
Senior Portfolio Manager
541-322-6132
jim.mead@ubs.com

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Jim Mead is a Senior Partner with The Pacific Wealth Group, focusing primarily on investment and wealth management strategies for high net worth individuals and foundations. With over 28 years of experience in the industry, he has earned the titles Senior Vice President, Wealth Advisor, and Senior Portfolio Manager. Located in the team's Bend, Oregon office, he currently holds the Certified Financial Planner™ (CFP®) and Certified Investment Management AnalystSM (CIMA®) designations. As a Certified Financial Planner™ (CFP®), Jim is committed to high ethical standards and adding value to each step in the financial planning process, leveraging his financial knowledge and customizing it to each client's needs. His memberships in the Financial Planning Association and Investment Management Consultants Association are also important to Jim, as a way to further the industry's professionalism and expertise. Jim and The Pacific Wealth Group are frequently acknowledged by Oregon Business Magazine as top advisors, and were recently recognized in the top ten.

Jim and his wife Kim are celebrating 23 years together, and have three children. Originally from the San Francisco area, Jim graduated from the University of San Diego before spending the last 20 years in Bend, Oregon. Whether it involves snow skiing, wakeboarding, hunting, mountain biking, or community involvement, Jim is on the go, taking full advantage of all that Central Oregon has to offer, while appreciating his responsibility to give back to the community he calls home.

The credentials that build confidence

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • CERTIFIED INVESTMENT MANAGEMENT ANALYSTSM (CIMA®)


Registered States:
AZ, CA, CO, GA, HI, ID, IL, IN, MA, MI, MN, MT, NV, NY, OR, TX, UT, VA, WA


Jeff Weiler

Senior Vice President - Wealth Management
Financial Advisor
Wealth Advisor
Senior Portfolio Manager
503-603-1224
jeff.weiler@ubs.com
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Jeff Weiler is a Senior Partner with The Pacific Wealth Group in our Lake Oswego, Oregon office. Jeff has over 23 years of investment management experience and has earned the titles Senior Vice President, Wealth Advisor, and Senior Portfolio Manager. As a former industry manager, Jeff sat on leading advisory councils in the investment industry and currently acts as the lead Portfolio Manager for The Pacific Wealth Group's Power Dividend and Focus Growth portfolios.

Jeff's skills as a portfolio manager and wealth advisor accommodate uniquely successful wealthy second and third generation families, as well as leaders and entrepreneurs in the business community. In addition to tactical client portfolio management and in-depth wealth management planning, Jeff enjoys building lifelong relationships with his clients. By placing the client's needs first, above all else, Jeff earns his client's trust through impeccable customer service and a drive to get results.

Jeff graduated from the University of Oregon with a Bachelor of Science degree in Finance, and began his career with Morgan Stanley in 1994, before recently joining UBS. Jeff is involved with several civic organizations and sits on the Board of Directors for Elevate Oregon. Jeff and his wife Brittany live in Lake Oswego with their four children. The Weiler family is active in sports, often with Jeff coaching each of his children in their various sports activities. On any given beautiful summer weekend, Jeff can be found spending time with family and friends on the water in Lake Oswego.


Registered States:
AZ, CA, CO, GA, HI, ID, IL, IN, MA, MI, MN, MT, NV, NY, OR, TX, UT, VA, WA


Scot Berryman, CFP®, CIMA®

Senior Vice President - Wealth Management
Wealth Advisor
Senior Portfolio Manager
541-632-7850
scot.berryman@ubs.com

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Scot Berryman is a Senior Partner with The Pacific Wealth Group in our Eugene, Oregon office specializing in overall financial planning, wealth transference, and asset allocation strategies. With over 21 years of industry experience, Scot has the titles of Senior Vice President, Wealth Advisor, and Senior Portfolio Manager within the UBS platform. Because of Scot's unique skill at communicating complex financial terms in simple English, he has built a reputation as the person to talk to when complicated financial issues need to be explained or taught. Scot holds both the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst SM (CIMA®) designations, in addition to being an active member of the Financial Planning Association and Investment Management Consultants Association.

Originally from the Ojai, California area, Scot, his wife Francine, and their three children moved to Oregon 23 years ago. Scot is a Cum Laude graduate of Cal Poly, San Luis Obispo, where he earned a Bachelor of Science degree in Agribusiness. His further education comes from the College of Financial Planning in Denver, and the CIMA curriculum from the Wharton School through IMCA. Scot and The Pacific Wealth Group are frequently acknowledged by Oregon Business Magazine as top advisors, and were recently recognized in the top ten.

Active community involvement is important to the Berrymans, and Scot and Francine are highly involved with several causes in the Eugene area. In his spare time, Scot can be found riding his Harley along the picturesque scenic highways of the beautiful Western US. When not cruising on his bike, Scot can be found on the golf course, working diligently to maintain his 5 handicap.

The credentials that build confidence

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • CERTIFIED INVESTMENT MANAGEMENT ANALYSTSM (CIMA®)


Registered States:
AZ, CA, CO, GA, HI, ID, IL, IN, MA, MI, MN, MT, NV, NY, OR, TX, UT, VA, WA


Jay W. Williams

Senior Vice President - Wealth Management
Financial Advisor
901-415-3075
jay.w.williams@ubs.com

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Jay has focused solely on advising ultra high net worth clients and family offices for more than seventeen years. He specializes in alternative investments and balance sheet management. He received his B.A. in Political Science with a minor in Economics from Texas A&M. Jay lives in Memphis, Tennessee with his wife, Susie, and two labs Ellie and Gilmore. He travels between Memphis, New York and the West Coast for both business and to see his three children, Allie (Brooklyn), Harrison (Palo Alto), and Julia (Manhattan). In his free time he enjoys cycling, traveling with his family, attending his son's track meets, hunting and cooking in his outdoor kitchen.


Registered States:
AZ, CA, CO, FL, HI, KY, MS, NV, OR, PA, TN, TX, UT, VA, WA, WY


Benjamin Parish

Ben Parish joined The Pacific Wealth Group in 2016. With over a decade of experience is serving clients, he now focuses on business development and cultivating new relations for The Pacific Wealth Group. Ben is located in our Downtown Portland, Oregon office.

Ben was born and raised just outside of Memphis, Tennessee. After beginning college at Union University, located near Memphis, Ben picked up and moved west to Portland, Oregon where he finished his undergraduate degree in Finance at Portland State University. He is an avid outdoor enthusiast who also enjoys a fine glass of wine, as evidenced by his attainment of the Certified Specialist of Wine designation in 2013.


Registered States:
OR


Brice Heilman

Senior Client Service Associate
503-221-1175
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brice.heilman@ubs.com

Brice Heilman is a Senior Registered Client Service Associate who works directly with Sean Gabrio in our downtown, Portland office. She is an experienced professional who has been in the financial services industry for over 22 years. Originally from Illinois, Brice began her career at Wells Fargo in an office near her hometown. After 11 years at Wells, she made the transition to Morgan Stanley/Smith Barney where she spent 7 years assisting advisors in Davenport, Iowa and St. Louis, Missouri. Brice joined The Pacific Wealth Group when her family relocated to Portland in 2014. She is a graduate of Western Illinois University, where she earned her B.A. in Business Administration. Brice holds the FINRA series 7 and 66 licenses, as well as the Life, Accident and Health Insurance license.

Brice and her husband Drew spend their free time with their two boys travelling and experiencing the Pacific Northwest.


Registered States:
AZ, CA, CO, GA, HI, IL, IN, MA, MN, NV, OR, TX, WA


Tina Murray Collins

Senior Client Service Associate
541-632-7849
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t.murray@ubs.com

Tina Murray Collins is a Senior Registered Client Service Associate who works directly with Scot Berryman in our Eugene, Oregon office. Tina is a tenured professional in the financial services industry with over 27 years of experience, 16 of which has been with The Pacific Wealth Group. Tina has earned a certificate of completion from the American College for her studies in financial planning. She currently holds the FINRA series 6, 7, 31, 63, and 66 licenses.

Tina and her husband Chuck own and operate a ranch in North Douglas County, just south of Eugene, where they raise Quarter Horses, cows, sheep, goats, chickens and Border Collies. When not tending to their stock and furry friends, they spend time horse riding or helping with the local community rodeo. Tina and her husband also enjoy camping, fishing, hunting, and just being outdoors.


Registered States:
AZ, CA, CO, GA, HI, IL, IN, MN, NV, OR, TX, WA


Camille Fetzer-Lockhart

Senior Client Service Associate
541-322-6134
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camille.fl@ubs.com

Camille Fetzer-Lockhart is a Senior Registered Client Service Associate who works directly with Jim Mead in our Bend, Oregon office. Camille holds the FINRA series 7, 31, and 66 licenses and has 12 years of industry experience, 9 of which has been with Jim Mead and The Pacific Wealth Group.

A Portland, Oregon native, Camille spent time studying at Oregon State University and has enjoyed the sunny skies of the high desert since relocating to Bend in 2004. In her time outside of the office, she enjoys an active lifestyle of gardening, cooking, traveling, and spending time with friends and family.


Registered States:
AZ, CA, CO, GA, HI, IL, IN, MN, MT, NV, NY, OR, TX, WA


Emily Genor

503-603-1247
844-231-8841
emily.genor@ubs.com

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Emily Genor is a Senior Registered Client Service Associate who works directly with Jeff Weiler in our Lake Oswego, Oregon office. Emily holds the FINRA series 7, 63, and 66 licenses and is a native Oregonian who has over 7 years of experience in the financial industry. Starting out as a trader for a local money management firm, Emily then moved on to financial analysis for securities litigation cases. Before coming to UBS, Emily was a registered representative supporting 401(k) plans at Morgan Stanley. Emily earned her undergraduate degree in Finance from the University of Portland, and recently completed her MBA studies at the University of Portland.

Emily and her husband Ryan have been married for 14 years and have two girls together. Their family likes to stay active with the kids' activities including soccer, volleyball, track, swim lessons, and drama class. During the winter, the Genor family likes to ski on Mount Hood, while in the summer they enjoy wakeboarding with friends and family on the Willamette River.


Registered States:
AZ, CA, CO, GA, HI, ID, IL, IN, MN, NV, OR, TX, UT, VA, WA