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.

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    Adam Arzner, CFP®

    Account Vice President

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • ID
    • IL
    • 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
    • Mike Mumford

      Mike Mumford, CEPA® CRPS®

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • FL
      • HI
      • ID
      • IL
      • MT
      • NH
      • NV
      • OR
      • TN
      • TX
      • WA
      • WY
      • Forbes Best-in-State Wealth Advisors, 2023The 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
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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
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                  Amanda Hardt

                  Client Associate

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                    Amanda moved to Spokane from Arizona, over 10 years ago to attend Gonzaga University where she played on the tennis team. She graduated in 2017 with a degree in Sport Management & Marketing and minors in Communications and Philosophy. With her background in marketing, Amanda is focused on our team's marketing strategy as well as event planning in addition to her work as one of our Client Associates. Amanda is also a Certified "no snob" Sommelier and in her spare time puts those skills into practice with local wineries and restaurants.

                          601 West Riverside Avenue
                          Suite 1200
                          Spokane, WA 99201

                        Focus on liquidity management

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                        UBS and Credit Suisse—stronger than ever

                        Managing wealth is our craft

                        We’re committed to understanding what wealth means for you.

                        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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                        As of 11/07/2023

                        51 countries

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                        UBS is a world-leading wealth manager

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