Experience

Makes all the difference

Through UBS's industry-leading DC Advisory program, we bring our business clients a comprehensive retirement plan process that encompasses plan program consulting, fiduciary investment advising, and employee education consulting.

Mike Mumford, CEPA® CRPS®

Senior Vice President–Wealth Management

Financial Advisor

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 has previously served on the Board of Directors of the EWU Foundation (Eagle Athletic Fund). He has worked extensively with small business owners and business retirement plans. Mike is the proud father of a daughter, son and two step-sons. He enjoys golf and travel in his leisure time.

Registered States:
  • AZ
  • CA
  • FL
  • HI
  • ID
  • IL
  • MT
  • NH
  • NV
  • OR
  • TN
  • TX
  • WA
  • WY

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

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

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Adam Arzner, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • IL
  • MT
  • NV
  • NY
  • OR
  • TN
  • TX
  • WA
  • WY

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

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

Email Me

Rachel Biggar

Client Associate

601 West Riverside Avenue
Suite 1200
Spokane, WA 99201

Email Me