Consulting that helps simplify plan complexity

Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.

AI401K

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Retirement plan sponsors

Retirement plan sponsors

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Retirement Couple

Retirement readiness

Insights

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.

  • Mike Mumford

    Mike Mumford, CEPA® CRPS®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
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    Mike has been with the Spokane, WA office of UBS (PaineWebber) since April 1988. Mike is an alumnus of Eastern Washington University (1981) with degrees in Finance and Economics. Mike also played college football for the EWU Eagles. He has lived in Spokane, WA since 1966. Mike serves on the Board of Directors of the EWU Foundation (Eagle Athletic Fund). Mike has worked extensively with small business owners and business retirement plans. Mike is the proud father of a daughter and son. He enjoys golf, tennis, and travel in his leisure time.

    • 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.

      • Chartered Retirement Plans Specialist℠
      • Certified Exit Planning Advisor
      601 West Riverside Avenue
      Suite 1200
      Spokane, WA 99201
    • Taylor Vilchiz

      Taylor Vilchiz, CRPS®

      Financial Advisor

      Chartered Retirement Plans Specialist℠

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      • AK
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      • PA
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      • WA
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      Taylor grew up in Colfax, Washington and has lived in Spokane area for all of her life. Taylor has her Master's degree in Business Administration and her Bachelor's degree in Finance from Eastern Washington University. While at EWU she was on student government and played on the volleyball team for the Eagles. Before coming to the Financial Industry, she worked in Tax Resolution. She also has earned her Chartered Retirement Plans Specialist™ designation. Taylor enjoys outdoor adventures and traveling with her husband, David and their dogs. 

        • Eastern Washington University , Master's in Business Administration
        • Eastern Washington University , Bachelor's Degree in Finance and Economics
        • Chartered Retirement Plans Specialist℠
        601 West Riverside Avenue
        Suite 1200
        Spokane, WA 99201
      • Adam Arzner

        Adam Arzner, CFP®

        Financial Advisor

        CERTIFIED FINANCIAL PLANNER™

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        • AZ
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        • 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 nine years 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.

            • CERTIFIED FINANCIAL PLANNER™
            601 West Riverside Avenue
            Suite 1200
            Spokane, WA 99201
          • Alesha Lynn Lozano

            Alesha Lozano

            Client Associate

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            • AZ
            • CA
            • FL
            • ID
            • MT
            • NY
            • OR
            • WA

            Alesha is a lifetime resident of Spokane. Alesha has been with UBS since August of 2011, but has worked in the financial services industry since 2005. Alesha is an alumnus of Eastern Washington University (2009) with a BA in Business Administration with an emphasis in Human Resource Management. Alesha is very personable and loves building relationships with clients over time by providing friendly and helpful support. Her interests include cooking, baking, traveling, yoga, and the outdoors.

                  601 West Riverside Avenue
                  Suite 1200
                  Spokane, WA 99201