Ryan McHugh is a second generation investment professional and has been with UBS since 2010. Ryan specializes in financial planning, portfolio management, and fixed income/bond trading for business owners and affluent clients. He has a Master's Degree from the University of Montana, Missoula and a CERTIFIED FINANCIAL PLANNER™ designation. Ryan received the America's Top Next Generation Wealth Advisors accolade by Forbes in 2018, and received the Accomplished Under 40 Award for central Oregon business leaders in 2014.  Ryan likes to engage in local Philanthropy and has served terms on the board of directors for Economic Development for Central Oregon, the Ronald McDonald House Charities, and Bend Rapids youth hockey.  His passions are skiing, hunting/fishing, playing ice hockey, traveling, and spending time with his three young children and his wife Heidi.

Registered States:
AK, AZ, CA, CO, FL, ID, MA, MD, MI, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TX, UT, WA

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, NE, NJ, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, VT, WA

Tammy Head, Senior Portfolio Manager has been in the industry for over 35 years specializing in Alaskan Native Corporations, Hospitals, and many high net worth individuals. She has obtained her Certified Investment Management Analyst designation from Wharton School, Charter Financial Consultant, Chartered Life Underwriter, and her Chartered Retirement Planning Specialist designations. Tammy is a 2nd Lt of the Civil Air Patrol; she is a Mission Scanner as well as a private pilot. Her hobbies include skiing, flying, quilting and spending time outdoors with her husband and two sons.

Registered States:
AK, AZ, CA, CO, FL, ID, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OR, SD, TX, UT, WA

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, AZ, CA, CO, FL, ID, IL, MA, MD, ME, MI, MT, NC, NJ, NM, NV, NY, OH, OR, SD, TN, TX, UT, VA, WA

I've been a financial advisor all of my business career and that tenure has tremendous value. Financial services are at my core. My wife and partner Tammy  is a financial advisor as well as our son Kyle who is a member of our team.  I'm a firm believer in having a long term perspective. My mission is to simplify for the client what appears complex. I coach the client to be long term in thought. I help clients stay focused on their goals by providing guidance and incite. I believe you can't' get to where you want to be without a plan, and my process involves using our powerful planning tools to draw that map.

My biggest satisfaction comes from building long term relationships with clients and seeing them meet their financial and more importantly their personal goals.

Having received the UBS designation of Endowment and Foundation specialist, I help philanthropic entities organize and monitor their financial affairs to help them accomplish their long term mission.

My 35 years of experience working with individuals enables me to provide a custom solution based on the clients goals and needs. I strive to do this with an un-paralleled level of client service.

Registered States:
AK, AR, AZ, CA, CO, FL, ID, IN, LA, MA, MD, NC, NJ, NM, NV, NY, OH, OR, TX, UT, WA

Kyle Head is a Wealth Planning Associate who works out of the Portland and Lake Oswego offices. Kyle holds the FINRA Series 7 and 66 licenses as well as the CFFP's AWMA® designation. After finishing his undergraduate degree in Marketing and Finance, Kyle went on to complete his MBA at Boise State.

As a native of Alaska, Kyle has learned to grow up loving the outdoors. His summertime activities include hiking, camping, and fishing. In the winters, you can find him on the mountain.

Registered States:
AK, AZ, CA, CO, FL, ID, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OR, SD, 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

Tammy has a strong background in Customer Relations, and has been in the industry since 1995. She prides herself in providing exceptional client service, promptly responding to client inquiries and enhancing their client experience at UBS. She enjoys her family and friends, as well as her horse Gia.

Registered States:
AZ, CA, OR, WA

Meghan was born and raised in Anchorage.  After earning her Bachelors of Business Administration Finance degree from the University of Alaska, Anchorage, Meghan began her financial career working in the highly complex field of mortgage underwriting. During her five years in underwriting, Meghan learned the importance of doing the little things correctly.  She recognized that whether or not her clients were successful in buying their home was dependent on her getting the details right.  Interested in broadening her financial services experience, Meghan joined UBS in 2009.  The experience she gained in the underwriting field has made her extremely effective in servicing client relationships and assisting with banking functions.  Meghan's role on the Frontier Team is working with Institutional Clients.  Outside of work Meghan enjoys spending time with her family and being outdoors

Registered States:
AK

Nona has over 25 years of client service experience in various industries.  This has included being Human Resources Manager for Patheon (Thermo Fisher Scientific) and HR at Willis Towers Watson. Nona received her Bachelors of Science from Oregon State University and later gained her Professional Human Resources (PHR) accreditation from the Human Resource Certification Institute.  Nona has lived in Bend for over 20 years and enjoys spending time with her 3 kids and husband Tom.  They love camping, paddle boarding, and participating in the kids water polo matched and swim meets.

Registered States:
AK, CA, OR, WA

Ian joined The Frontier Group in 2019 as a Client Service Associate.  He holds the FINRA Series 7 and Series 66 Licenses.

Ian is a lifelong Alaskan and is proud to say he is Iñupiat Eskimo. Outside of work, you will find ian: fishing, hiking, and playing hockey. Ian graduated from the University of Idaho in 2015 with a B.A. in Economics

Registered States:
AK