Todd began his career in the wealth management industry in 1997.  He earned his B.A. in economics and business administration from Linfield College in 1989 and obtained his MBA from the University of Michigan.  Todd holds the Certified Investment Management Analyst (CIMA®) designation credential through the Investment Management Consultants Association®, matriculation at University of California Haas School of Business.  He also holds the UBS Wealth Advisor designation.  Todd enjoys traveling, sports, and spending time with his wife, Tina, and their two children, Jessie and Jake. They live in Tualatin.

Registered States:
AK, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI, WY

Ali began his career in the wealth management industry shortly after he received his B.A. from the School of Business at Portland State University in 1997.  Ali holds the Chartered Retirement Planning Counselor (CRPC®) designation, which he earned in 2010 through the College for Financial Planning.  He enjoys traveling with his family, playing soccer, doing anything active, and attending Timbers matches. He and his wife, Mahsa, live in Lake Oswego with their two daughters.

Registered States:
AK, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI, WY

Aaron began his career in the wealth management industry in 1998.  He received a B.S. in both business management and finance from the University of Oregon in 1996.  He has earned the Certified Private Wealth Advisor (CPWA®) credential through the Investment Management Consultants Association®, matriculation at University of Chicago Booth School of Business.  Aaron earned the UBS Wealth Advisor designation in 2011.  Aaron enjoys skiing, soccer, flying, and traveling.  He and his wife, Erika, have three children and reside in Portland.

Registered States:
AK, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI, WY

Greg Hogensen is an Executive Director - specializing in wealth management with UBS Financial Services in Lake Oswego, Oregon. He provides strategies and advice to families, foundations, endowments, and businesses in Oregon and throughout the country.

Greg joined Smith Barney as an Account Executive in 1987, obtained his securities licenses and began his financial services career. His distinguished tenure at Smith Barney included a promotion to Branch Manager where he was responsible for branch operations as well as the supervision of approximately 18 advisors and their businesses from 1993 to 2000. He received Smith Barney President's Club awards for 1989-2006 and a promotion to Senior Investment Management Consultant in 1998. Greg graduated from Smith Barney's Consulting Group University and from 1997-1999 he was chosen to serve as one of the University's esteemed instructors.

Born in Salem, Oregon in 1959, Greg attended Sprague High School before earning a football scholarship to play tight end for the Ducks at the University of Oregon. He graduated in 1981 with a Bachelor of Science degree in Business Administration and Real Estate. In addition to Lake Oswego, where he resided for the last 16 years, Greg lived in Salt Lake City, Utah, Eugene and Bend, Oregon. He and his wife have two grown children, both currently living in New York City.

Enjoying membership at the Lake Oswego Country Club and the Fly Fishing Club of Oregon, Greg is passionate about fly fishing, and pledging his support to the Fishery for the Future Generations organization. Over the years, he has dedicated his time and resources in the support of Habitat for Humanity, among other causes.

Registered States:
AK, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI, WY

Nathan began his career in the wealth management industry in 2004.  He is a graduate of The University of Montana, holding a B.S. in business administration with an emphasis in finance and a minor in economics.  He has earned the Certified Private Wealth Advisor (CPWA®) credential through the Investment Management Consultants Association®, matriculation at University of Chicago Booth School of Business.  Nathan resides in Bend, and also serves as branch manager of the Bend office for UBS.  He and his wife, Stacy, keep very busy with their three children.

Registered States:
AK, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI, WY

For over 29 years, Scott Springer has been helping individuals and families formulate and live out their unique stories through smart, relevant, financial advice and strategies.  By building relationships based on trust, integrity and honest communication, he can work to help you and your family navigate and simplify the complex world of investing. Scott will seek to understand your needs by conducting a financial goal analysis to look at your asset allocation, debt, estate and insurance issues, as well as education and Philanthropic issues.  

Scott graduated from Stanford University with a degree in Economics in 1987.  Following in his father's footsteps, he decided to become a financial advisor and in 1988 he joined Dain Bosworth.  Since 1997, his home has been UBS.

When not at the office, Scott enjoys outdoor and indoor cycling, and is an avid reader.  He lives in Sherwood, OR with his wife, Michelle and their two sons.

Registered States:
AK, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI, WY

Carl Johnsen is a Financial Advisor and Senior Portfolio Manager at UBS Financial Services.

A financial advisor since 1997, Carl started out in financial services with investment firm, Smith Barney, building a business focused on asset management with a concentration on providing “total returns” for his clients. Truly caring about each and every client, Carl prides himself in staying up-to-date with the lives of each family so that he can provide timely advice and tailor his services to meet their needs.

Growing up in Portland and Denver, Colorado, Carl graduated from the University of Portland with an Industrial Engineering degree emphasizing Business. He enjoys playing golf and traveling. Carl and his wife have five children and reside in Damascus, Oregon.

Registered States:
AK, AR, AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI, WY

Ronnie Cobb is a senior registered client service associate with over 30 years of financial services industry experience and is an Accredited Asset Management Specialist. Ronnie is responsible for supporting the daily activities of each financial advisor on the team and serving as the main point of contact for client service and administration.

In 1987, Ronnie took her first position in the industry with Merrill Lynch in Tacoma, WA. Since then, she has worked for several other financial services firms. Additionally, Ronnie spent over three years as an Operations Manager for the Oregon Complex of UBS Financial Services, Inc. before leaving to focus on her passion, client relationship management. With the skills and experience Ronnie has developed over the years, she is able to build trusting, long term relationships with each client. 

Born in Los Alamos, NM Ronnie was high school valedictorian receiving a full scholarship to New Mexico State University. While attending college Ronnie was given an opportunity to work on the “Star Wars” project at the White Sands Missile Range. She graduated with a bachelor's degree in marketing and a minor in management. Ronnie lived and worked in the San Francisco Bay Area from 1987–2004 before relocating to Oregon. She has two grown daughters and enjoys rafting and cooking.

Registered States:
AZ, CA, NY, OR, PA, VA, WA

Derek Nelson joined UBS Financial Services in 2014. As a Wealth Strategy Associate, his responsibilities include financial planning, marketing, portfolio implementation, trading, and client services. Derek is a CERTIFIED FINANCIAL PLANNER™ which he earned in 2018. This designation allows him to provide expert advice to clients in the financial planning field, which is his passion. He is also a Chartered Retirement Plan Specialist (CRPS®) which allows him to provide expertise in the retirement plan business.

Prior to becoming a Wealth Strategy Associate, Derek worked for Ashland Partners, a specialty CPA firm providing due diligence solutions to the financial services industry. While reviewing investment accounts for institutions and individuals at Ashland Partners, Derek learned how various portfolio strategies impact performance results.

Derek attended Pacific University where he played for the baseball team from 2007-2010. He earned his Bachelors of Arts in Business Administration with an emphasis in Accounting in 2011. During his free time, he enjoys traveling and spending time camping and clam digging at the beach. Derek, and his wife, Traci, live in North Plains.

Registered States:
AZ, CA, FL, ID, NV, NY, OR, PA, VA, WA

Paula earned her B.S. in Finance and Business Administration from what is now Corban University in Salem, OR.  She then began her career in the wealth management industry in 2003 with Smith Barney as a Registered Sales Assistant.  Paula has extensive experience in all aspects of the Client Service Associate role and has also held positions in financial planning, portfolio trading and marketing.  Paula currently resides in Wilsonville with her two children, and enjoys hiking, visiting Oregon's many wineries, and running a few half marathons each year. 

Registered States:
OR, WA

Aaron has lived in the Portland area most of his life. Working in the financial services industry for over 11 years he has held positions in Portland and San Francisco. Aaron comes to us with experience in publicly traded and privately held investments for a variety of clientele serving a diverse range of needs.

Aaron currently lives in West Linn, enjoys spending time finding and exploring cool new things outdoors, enjoys fishing when he can, the smell of bonfires at night and good coffee in the morning.

Registered States:
AZ, CA, FL, ID, MT, NV, OR, WA

Michelle began working part-time at UBS in June of 2015. She holds a Bachelor of Science degree in Elementary Education from Oregon State University, as well as a Master's degree in Education from Linfield College.  

Michelle enjoys building long-lasting relationships with clientele. Michelle strives to deliver a high touch, family centric experience with everyone that comes into contact with the team.  In addition to supporting her team members, she can help with anything from facilitating monetary distributions to setting up a college savings plan.  Her overarching goal is to ensure that everyone’s needs are met in an efficient and timely fashion.

In her free time, Michelle volunteers in her local community SMART (Start Making A Reader Today) program helping children learn to read. She also enjoys spending time with her family, attending her alma mater's home football games, cooking, running, and devouring books in her Book Club.  She lives in Sherwood, Oregon with her husband Scott, and has one son in college, and one grown son.

Brittany joined UBS in 2018 as a Client Service Associate. Prior to joining the team, Brittany spent nine years in the retirement living industry. She is currently pursuing her bachelor's degree in Accounting from University of Phoenix, with expected completion in March of 2019.

Originally from Honolulu, Brittany now lives in Beaverton and enjoys spending time with her family along with many outdoor activities including hiking, softball, pickleball, and golf.