Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Adam Arzner

    Adam Arzner, CFP®

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • MN
    • MT
    • NV
    • NY
    • OR
    • TN
    • TX
    • WA
    • WY

    Adam, a native to the Pacific Northwest, graduated from Purdue University with a BS in Business Management coupled with a minor in Marketing. During his time at Purdue, Adam was a member of the Boilermaker’s swim team. He has over a decade of experience in the financial services industry managing both sides of his client’s balance sheet. Adam currently volunteers with Junior Achievement sharing his passion for finance with local high schoolers. In his free time Adam enjoys hiking and camping with his wife, Aly and three dogs, as well as swimming and training for endurance events.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER®
      601 West Riverside Avenue
      Suite 1200
      Spokane, WA 99201
      adam.arzner@ubs.com
      Adam Arzner, CFP®
      601 West Riverside Avenue,Spokane,WA,99201
    • Mike Mumford

      Mike Mumford, CEPA® CRPS®

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • ID
      • IL
      • MN
      • MT
      • NH
      • NV
      • NY
      • OR
      • TN
      • TX
      • WA
      • WY
      • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          601 West Riverside Avenue
          Suite 1200
          Spokane, WA 99201
          mike.mumford@ubs.com
          Mike Mumford, CEPA® CRPS®
          601 West Riverside Avenue,Spokane,WA,99201
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          Rachel Biggar

          Client Associate

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            Rachel is an alumnus of New Mexico Military Institute and Eastern Washington University where she earned her commission through their ROTC program as an officer in the U.S. Army National Guard. She has lived in the Spokane region since 1991 and raised two wonderful daughters.  Rachel is focused on employee benefits and retirement plans. She is an avid gardener and can be found most sunny days tending her vegetable garden.

                  601 West Riverside Avenue
                  Suite 1200
                  Spokane, WA 99201
                  rachel.biggar@ubs.com
                  Rachel Biggar
                  601 West Riverside Avenue,Spokane,WA,99201
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                Turn possibilities into a plan

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                A leading global wealth manager

                UBS Year Ahead 2025

                Roaring 20s: The next stage

                Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                Read the report

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                Backed by the strength of our parent company, UBS AG

                $5.9+ trn

                UBS Group invested assets
                As of 06/30/2024

                51 countries

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                UBS is a leading and truly global wealth manager

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