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®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • ID
    • IL
    • MI
    • MN
    • MT
    • NV
    • NY
    • OR
    • TN
    • TX
    • WA
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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
      • HI
      • ID
      • IL
      • MI
      • MN
      • MT
      • 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, 2024, 2025The 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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          Glen Gavin

          Senior Wealth Strategy Associate

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          • AZ
          • ID
          • MT
          • OR
          • WA

          Glen grew up in the Spokane area before graduating from Eastern Washington University with an undergraduate degree in Finance as well as his M.B.A. Glen enjoys spending time with his wife, Amanda, and their two children, Max and Emi. When they aren't at a soccer tournament or dance competition, you can usually find them relaxing on the Pend Oreille River.

                601 West Riverside Avenue
                Suite 1200
                Spokane, WA 99201
                glen.gavin@ubs.com
                Glen Gavin
                601 West Riverside Avenue,Spokane,WA,99201
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                Rachel Biggar

                Client Associate

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                        601 West Riverside Avenue
                        Suite 1200
                        Spokane, WA 99201
                        rachel.biggar@ubs.com
                        Rachel Biggar
                        601 West Riverside Avenue,Spokane,WA,99201
                      Three generations in apple orchard

                      Turn possibilities into a plan

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                      Mountain climbers on peak at sunrise

                      A leading global wealth manager

                      Fausto

                      Tariffs, volatility and your portfolio

                      Are you ready?

                      In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                      We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $6 trn

                      UBS Group invested assets
                      As of 12/31/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

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