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.

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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

Debt ceiling and inflation

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

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, CEPA® CRPS®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- FL
- HI
- ID
- IL
- MT
- NH
- NV
- NY
- OR
- TN
- TX
- WA
- WY
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, CRPS®

Financial Advisor

Chartered Retirement Plans Specialist℠
View bio
- AK
- AZ
- CA
- CO
- FL
- HI
- ID
- IL
- MT
- NH
- NJ
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- WA
- WY
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, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- FL
- HI
- ID
- IL
- MT
- NH
- NJ
- 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 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 Lozano

Client Associate
View bio
- 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

Mike Mumford, CEPA® CRPS®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- FL
- HI
- ID
- IL
- MT
- NH
- NV
- NY
- OR
- TN
- TX
- WA
- WY
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, CRPS®

Financial Advisor

Chartered Retirement Plans Specialist℠
View bio
- AK
- AZ
- CA
- CO
- FL
- HI
- ID
- IL
- MT
- NH
- NJ
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- WA
- WY
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, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- FL
- HI
- ID
- IL
- MT
- NH
- NJ
- 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 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 Lozano

Client Associate
View bio
- 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

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Consulting that helps simplify plan complexity

Connecting you to the deep resources of UBS

Retirement plan sponsors

Debt ceiling and inflation

Retirement readiness

Insights

Pursuing your goals together

Mike Mumford, CEPA® CRPS®

Taylor Vilchiz, CRPS®

Adam Arzner, CFP®

Alesha Lozano

Mike Mumford, CEPA® CRPS®

Taylor Vilchiz, CRPS®

Adam Arzner, CFP®

Alesha Lozano

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