Honorable Edward Jones

UBS Financial Services in Portland, OR, is home to the Mt Hood Investment Group, a team of dedicated financial advisors committed to helping clients organize their finances around short-term needs, long-term goals, and generational visions. With a focus on quality client service, the team provides customized wealth management strategies to meet individual needs and aspirations. The team at UBS Portland includes industry-recognized professionals such as Keith W. Sheppard, CFA, Curtis B. Spiteri, and Shelley D. Rickman, CFP, who bring extensive experience and expertise in portfolio management, financial planning, and relationship management. With a mission to be a primary source of financial advice, UBS Financial Services aims to develop long-term relationships with clients and help them navigate the complexities of today's markets to achieve their financial goals. Generated from the website

Stifel is a boutique design firm based in Portland, OR, specializing in creating unique and innovative branding solutions for businesses of all sizes. With a focus on creativity and attention to detail, Stifel offers a range of services including logo design, marketing materials, and website development to help clients establish a strong and memorable brand presence in the market. Generated from their business information

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.