Experience Makes all the difference

We formed Vista Group at UBS Financial Services Inc. in response to an ever growing need to simplify the complexity that wealth creates. Led by Bob Coussens and Jon Levine, our team of nine delivers highly personalized wealth management solutions by embracing our client's goals and objectives as our own.

Robert J. Coussens

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
503-225-9232

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Enthusiasm and hard work
Bob has over 30 years of wealth management experience, focusing primarily on portfolio management, financial planning, and working with corporate officers and complex estates. His clients are diverse and include entrepreneurs, small business owners, board members, affluent individuals, retired individuals and families. He serves each client with a great work ethic, high standards and a sharp attention to detail—all with high energy and enthusiasm.

Helping others
Everything Bob does, he does with passion. From helping people make better investment decisions to competitive cycling, family gatherings, and gardening, Bob gives more than 100%. Additionally, he serves on the board of DePaul Treatment Center, which helps both youth and adults to live productive lives free from substance abuse

Outside UBS
Bob and his wife of nearly 40 years, Susan, live in Hillsboro and have four grown children. Bob loves to spend time with his five granddaughters: Livia (born 2010); Yvaine (born 2015); Stella (born 2017), Zola (born 2018), Mavis (born 2019).

In his leisure time, Bob enjoys cycling more than 5,000 miles each year, individually and with the Portland Velo cycling club. He also loves gardening, where he focuses on growing dahlias and heirloom tomatoes, and watching Oregon State football games.

At a glance:

  • Senior Vice President—Wealth Management
  • Senior Portfolio Manager/Financial Advisor
  • B.S. Business Administration, Oregon State University
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019


Registered States:
AK, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, MA, MD, MI, MT, NC, NM, NY, OH, OK, OR, TN, TX, UT, WA


Jonathan W. Levine, CFP®, CIMA®, CPWA®

Senior Vice President - Wealth Management
Institutional Consultant, UBS Institutional Consulting
Senior Portfolio Manager
503-226-1876

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A commitment to excellence

Since 1992, Jon has provided comprehensive financial advice and has been with UBS since 1997. His goal is to build long-term relationships, which enables him to provide insight on every aspect of a client's financial life. Jon takes a hands-on, personal approach to provide individualized and attentive service. The advice and planning solutions he provides for individuals and their families, business owners and institutions reflect true partnerships. 

 Industry recognition

Jon is a CERTIFIED FINANCIAL PLANNER™, a Certified Private Weatlh Advisor®  (CPWA® ) and has earned the Certified Investment Management Analyst (CIMA® ) designation from the University of Pennsylvania's Wharton School of Business.

Professionally, Jon has served as Co-Chair of the firm's distinguished Financial Advisor Advisory Committee (FAAC). The FAAC acts and serves in an advisory capacity to UBS's Wealth Management Americas CEO and management leadership team based in New York. The FAAC addresses critical issues and concerns that ultimately help all of UBS better serve our clients.

 Outside UBS

Civically, Jon serves or has served on a number of boards and committees including as Chair of Donate Life Northwest, Portland Youth Soccer Association, American Corporate Partners, Literary Arts, and Start Making a Reader Today (SMART). He and his wife Sheila also support many local organizations.

Jon originally hails from the Boston area and is a lifelong New England sports fan. He graduated with a Bachelor of Science from the School of Natural Resources at the University of Vermont in 1992. Jon and his wife Sheila along with their two daughters Charlotte (16) and Erin (14) live in Portland. Jon enjoys Portland Timbers games, alpine skiing, cycling, reading, cooking, and is a member of the Oregon Wine Brotherhood. He also serves as the President of the Laurelhurst Soccer Club where he coached for many years.

 At a glance:

  • Senior Vice President—Wealth Management
  • Senior Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER™ (CFP® )
  • Certified Investment Management Analyst® (CIMA®)
  • Certified Private Wealth Advisor® (CPWA®)
  • Former Co-Chair, UBS Financial Advisor Advisory Council


Registered States:
AK, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, MA, MD, MI, MT, NC, NM, NY, OH, OK, OR, TN, TX, UT, WA


Greg A. Moser

Senior Wealth Strategy Associate
503-225-9219

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Extensive experience
Before joining UBS in 2016, Greg spent 30 years providing Institutional and Middle Market clients with fixed-income investment advice and solutions. As a Senior Wealth Strategy Associate, Greg uses his extensive experience working with a variety of investment solutions to help his clients reach their financial goals.

Professional football, financial acumen
Greg uses his work ethic and dedication from the sports field to the conference room. After growing up in Hood River, Oregon, Greg continued his education at the University of Oregon where he received his Bachelor of Science in 1983. While at the U of O, Greg was a four-year letterman in football as a wide receiver and a two-year letterman in baseball before the program was eliminated in 1981. After college, Greg played football professionally for four years in the USFL before beginning his career in the finance services industry in 1987.

Outside UBS
Greg lives in Lake Oswego. He has been involved with youth sports for the last 17 years as a coach for football and baseball, as well as a caretaker for the local fields. In his free time, Greg enjoys the outdoors. He loves alpine skiing with his family and is passionate about golf, hunting and fishing.

At a glance:

  • Senior Wealth Strategy Associate
  • B.S., University of Oregon
  • Thirty years experience in financial services


Registered States:
CA, OR, WA


Joshua M. Hollander, CFP®, CDFA®

Investment Associate
503-225-9241

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Finding the right solutions

Josh began his financial services career at UBS in 2003. Working primarily with professionals, retirees and small businesses, he believes that taking a financial planning approach—looking at all areas of a client’s financial life—helps him provide the best solutions.

Degrees and designations

Josh received a B.S. in mechanical engineering from Tufts University. He currently holds Series 7 and 66 securities licenses as well as life, health insurance and annuity licenses, he holds a Certified Financial Planner™ (CFP®), designation, as well as a Certified Divorce Financial Analyst (CDFA® ) designation.

Outside UBS

Josh is as passionate about rafting as he is about planning.  He has served on the board of the Oregon Whitewater Association, and has rafted over 25 different rivers in Oregon, Washington, Idaho, and British Columbia.

At a glance:

  • Investment Associate
  • B.S. Mechanical Engineering, Tufts University
  • Certified Financial Planner™ (CFP®)
  • Certified Divorce Financial Analyst (CDFA® )


Registered States:
AK, AZ, CA, DC, GA, ID, IL, MD, NY, OR, UT, WA


Joseph D. Bartlett, CIMA®, CRPC®

Investment Associate
503-226-1891

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Detailed and diligent

With twelve years of financial services experience, Joe specializes in helping families, individuals, and businesses reach their financial goals through sound advice, attention to detail and diligent planning.

Degrees and designations

Joe holds the prestigious Certified Invest Management Analyst ® (CIMA®) certification and the Chartered Retirement Planning Counselor (CRPC®) designation. He graduated from Oregon State University with a degree in business administration, with concentrations in accounting, management as well as a Japanese minor. He currently holds the Series 7 and Series 66 securities licenses as well as life, health, and annuities insurance licenses.

Outside UBS

Joe and his wife Melissa live in Portland along with their two daughters Mallory and newborn Margot. Outside of the office, Joe enjoys spending time with family, travel, and cheering on the Trailblazers, Timbers, and Beavers . Joe is an avid cyclist and member of Portland Velo Cycling Club. His personal cycling goal is to log over 5,000 miles per year.

At a glance:

  • Investment Associate
  • B.A. Business Administration, Oregon State University
  • Certified Invest Management Analyst ® (CIMA®)
  • Chartered Retirement Planning Counselor DesignationSM (CRPC®)


Registered States:
AZ, CA, GA, HI, NY, OH, OR, UT, WA


Kathleen D. Kutter, FPQP

Wealth Management Associate
Financial Paraplanner Qualified Professional (FPQP™)
503-226-1880

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Friendly and proactive

Kathe's been in the financial services business for over 15 years. Her friendly, proactive approach to service and open communication affords the Vista team the ability to anticipate client needs. She takes client privacy very seriously and hopes to create an environment in which clients feel comfortable sharing their personal lives, so that the Vista team can do their best to help them reach their goals.

Degrees and designations

Kathe is a Wealth Management Associate and Financial Paraplanner Qualified ProfessionalTM. She graduated magna cum laude with a B.B.A. from Western Michigan University. Kathe has since obtained her insurance and NASD supervisory licenses, in addition to the Series 7, 63 and 65 securities licenses.

Outside UBS

Kathe enjoys baking (and sharing the finished product), ice hockey, Tae Kwon Do, spending time outdoors and traveling. After visiting other U.S. cities, she is thankful for the easy going commute in Portland—its perfect size, great downtown, good food and entertainment.

At a glance:

  • Wealth Management Associate
  • Senior Registered Client Service Associate
  • B.B.A. from Western Michigan University
  • Financial Paraplanner Qualified ProfessionalTM (FPQP™)


Registered States:
AZ, CA, OR, WA


Kimberlee Jarmin, AAMS ®

Wealth Management Associate
Accredited Asset Management Specialist (AAMS®)
503-225-9235

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Knowledgeable and dedicated

Kim began her career in the wealth management industry in 2003 with Wells Fargo and came to UBS in 2011. She joined Vista Group in early 2019. Kim is charged with anticipating client needs and providing superior service. She holds the Accredited Asset Management Specialist (AAMS®) designation, which she earned in 2015 through the College for Financial Planning.

Outside UBS

An Oregon native, Kim enjoys hiking, camping and adventure-seeking with her husband, Jason, and their two Weimaraners.

At a glance:

  • Wealth Management Associate
  • Senior Registered Client Service Associate
  • Accredited Asset Management Specialist  (AAMS ®)


Registered States:
CA, OR, WA


Caitlin H. Sawyer

Client Service Associate
Business Development Specialist
503-225-9233

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High standards

Caitlin's enthusiasm and drive shows in everything she does. From summiting South Sister at 10,358ft to spending three months backpacking the Pacific Crest Trail, she is driven to achieving the highest standards. As a Client Service Associate for the past five years, Caitlin is responsible for 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.

Outside UBS

In her backyard, you won't look far to notice another passion—her love for animals. Her eight chickens roost in the shelter she built herself and she's rescued three cats and a dog from local animal shelters. One day she hopes to add pygmy goats and bees to her farm. Additionally she enjoys being outdoors, gardening, hiking, and traveling with her husband.

At a glance:

  • Business Development Specialist
  • Client Service Associate
  • B.A., University of Oregon
  • Series 7, 63, and 65 securities licenses


Registered States:
CA, OR, WA


Mekali R. Boyer

Client Service Associate

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Supportive client service

As Client Service Associate, Mekali accomplishes a wide range of client service tasks, including onboarding new accounts, assisting in client review meeting preparation and coordinating tax documents for CPAs. She also fulfills client service requests—such as contributions, rollovers and distribution—and organizes Client Events and mailings. 

Education and experience

Mekali’s interest in the financial services industry began in 2006 at a community credit union, where she worked in the financial service department.  She began working at UBS in 2016 and joined Vista in 2017. She has a B.A. in Business & Leadership and certificates in Business Management and Conflict Resolution & Mediation from Marylhurst University. Additionally, she is notary public in Oregon and Washington.

Outside UBS

Mekali enjoys camping, hiking, and hunting in the great outdoors of the Pacific Northwest with her husband, Mark, and their two boys, Waylon and Kevin.

At a glance:

  • Client Service Associate
  • B.A. Business Leadership & Management, Marylhurst University
  • Notary public