Jack O'Connor - UBS Financial Services Inc.

UBS Financial Services Inc. is a global leader in wealth management, offering investment advisory and brokerage services to clients. With a presence in 51 countries and over $5 trillion in invested assets globally, UBS is committed to understanding and meeting the unique financial needs of its clients. Their team of experienced professionals focuses on developing lasting relationships by providing quality strategies customized to individual goals, ensuring that clients receive the highest level of service and expertise. UBS prides itself on its commitment to excellence, leveraging its heritage and global footprint to deliver finely crafted financial advice. As a trusted partner, UBS helps clients navigate through various financial challenges and market opportunities, providing guidance and support to turn their financial vision into a reality. With a strong emphasis on liquidity management and a dedication to understanding what matters most to each client, UBS is dedicated to helping individuals achieve their long-term financial goals.Generated from the website

David A. Lachowski, CRPS, ChFC, is a Vice President of Wealth Management and Senior Retirement Plan Consultant at UBS Financial Services Inc. in Lake Oswego, OR. With over 15 years of experience in the software and high-tech industries, he offers a keen perspective on the challenges faced by business owners, entrepreneurs, and executives, leveraging a disciplined wealth management process tailored to each client's needs. His approach emphasizes clear communication and education for clients regarding their qualified retirement plans. David holds a Bachelor of Science in Economics from Oregon State University and is committed to helping clients define their priorities and pursue their financial goals through a structured planning process that encompasses liquidity, longevity, and legacy strategies. Generated from the website

UBS Financial Services Inc. is a leading global wealth manager with a legacy of over 160 years, dedicated to guiding clients through a variety of market opportunities and financial challenges. Their approach emphasizes building lasting relationships by understanding clients' priorities and crafting customized financial strategies that integrate aspects of liquidity, longevity, and legacy. With almost 30 years of industry experience, James Parker, a First Vice President in Wealth Management, combines global financial insights with a client-focused philosophy to facilitate sound investment planning and revisit strategies to ensure alignment with goals. UBS is committed to operational excellence and is backed by UBS AG, with investments exceeding $6 trillion across 51 countries. Generated from the website