Let's move forward. Together.

The experience to guide you forward
With more than 40 years of experience navigating every type of market cycle, Mike brings a seasoned approach to the wealth management process. He focuses on helping clients meet their financial goals through customized portfolio development and management. Mike has been at UBS and its predecessor companies since 1982, when he joined PaineWebber. Previously, he was an Advisor at Dean Witter.

Credentials that build confidence
Mike is a member of the UBS Director’s Council and previously served on the UBS President’s Council for more than 20 years. He earned a B.S. from Arizona State University and an M.S. from the Thunderbird School of International Business Management. He is also a Certified Financial Planner™ (CFP®).

Outside the office
Mike and his wife, Heather, have twin daughters and two granddaughters. In his free time, he enjoys spending time with his family and golf. Mike enriches his life with world travel, having visited more than 30 different countries.

• Arizona State University , B.S.
• Thunderbird School of International Business , M.S.

• CERTIFIED FINANCIAL PLANNER™
• Senior Portfolio Manager

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The experience to guide you forward
Ryan is committed to delivering a proactive client experience, offering the highest level of wealth management services to a select group of families and business owners. He works closely with clients to develop comprehensive investment plans based on the goals they wish to achieve. Ryan started his career at UBS in 2004.

Credentials that build confidence
Ryan is a member of the UBS Director’s Council. He earned a B.A. in interdisciplinary studies from Arizona State University, specializing in economics and history. Ryan is also a Certified Financial Planner™ (CFP®).

Outside the office
Helping the community is important to Ryan and his family. He supports HandsOn Greater Phoenix through a variety of volunteer initiatives around Phoenix Metro. He and his wife Natalie are also volunteer ambassadors for the Translational Genomics Research Institute (TGen).  They welcomed their first son, Cooper, on Christmas Eve of 2019.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 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, 2023, 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.

• Arizona State University, B.A. in Interdisciplinary Studies

• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER™
• Senior Portfolio Manager

The experience to guide you forward
Geoff embraces a goals-based wealth management approach to carefully understand what his clients are looking to accomplish. With a focus on investment analysis and thorough due diligence, he guides his clients toward the achievement of their financial goals. Geoff began his career at UBS in 2002.

Credentials that build confidence
Geoff earned a B.S. in accountancy from Arizona State University’s W.P. Carey School of Business. He is also a Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®), and a Chartered Advisor in Philanthropy™ (CAP®)

Outside the office
Geoff believes in giving back to his community, with a special commitment to moms through Women’s Health Innovations of Arizona, where he serves as treasurer. Geoff and his wife, Jill, have a daughter, Carli. In his free time, he enjoys sports, reading, music and woodworking.

• Arizona State University’s W.P. Carey School of Business, B.S. in Accountancy

• Certified Investment Management Analyst®
• CERTIFIED FINANCIAL PLANNER™
• Chartered Advisor in Philanthropy®

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In a business that is both humbling and exciting, it's gratifying when clients periodically comment that our work together has made a positive impact on their financial future. The experience, knowledge and battle scars that accrue since one starts as an investment advisor are necessary requisites for successful long-term client relationships.

My career began in Los Angeles shortly after college, eventually moving to Phoenix strictly as a lifestyle decision. My formal education was as an Economics major at Grinnell College and an MBA (honors) from the University of Illinois. UBS presented a flattering offer to join them in August, 2006 and it has been a successful union ever since. I'm extremely pleased that Tyson Tibshraeny decided to recently join and complement my practice. He possesses exceptional financial planning skills, has similar core investment philosophies and is integral to my longer term succession plans.

Professionally I've been selected for UBS' Directors Council consecutively for the last nine years and received similar recognition from my prior employer, Smith Barney. Both firms nominated me in the past for Barron's list of top 400 U.S. financial advisors. I've done guest lectures on portfolio management at the Stanford and University of Arizona business schools. These included discussions on option strategies to increase investor cash flow.

Giving back to the community has always been a personal priority. To that end, I served as president of Grinnell's southern California alumni association in LA and recently concluded a 12-year term on the John C. Lincoln Health network board. I've been active for over 20 years on Phoenix hospital boards, typically on the finance, endowment, development and planning committees. I performed similar roles for Temple Solel's board and continue to be an active member within the community. Currently, I also serve on the Fan Advisory Council for the Phoenix Suns basketball team.

• University of Illinois, MBA (Honors)
• Grinnell College

• Senior Portfolio Manager

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• IA
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• WV

The best ideas for successful wealth management
Tyson and his Biltmore team continually strive to deliver the best ideas for successful wealth and investment management for their UHNW clients, based on their expertise and experience. In Tyson’s case, those ideas are borne of over 30 years with UBS and its predecessor, Paine Webber, coupled with his industry designations as a Certified Investment Management Analyst® (CIMA®) and a Chartered Retirement Plans SpecialistSM (CRPS®).

Tyson is guided by the philosophy that it is important to be honest with clients and their families at all times. His advice is highly personalized, tailored to individual cash flow needs, risk tolerances and growth objectives. He started out in the financial services industry as a futures registered representative and although no longer involved in that part of the business, the experience gave him a thorough understanding of the day to day functioning of public markets.  His focus is on choosing the best investment options for long-term growth as well as strategies designed to create incremental cash flow for clients needing more retirement income.

Credentials that build confidence
– Senior Portfolio Manager
– Certified Investment Management Analyst® (CIMA®)
– Chartered Retirement Plans SpecialistSM (CRPS®)
– B.A., business administration, Arizona State University

Outside the office
In his spare time, Tyson enjoys spending time with family, including golf, tennis and hiking with his wife, Becky.

• 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.

• Arizona State University, Business

• Certified Investment Management Consultant
• Chartered Retirement Plans Specialist℠
• Senior Portfolio Manager

• AK
• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• MI
• MN
• MO
• MT
• NC
• NE
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WI
• WV

Thoughtful analysis, targeted portfolios
Scott plays a leading role in shaping the investment process and investment sectors for the Biltmore team’s high net worth clients—individuals, families, business owners and entrepreneurs. Scott draws on thoughtful analysis of market trends, based on his 25 years of
experience in the industry, to create targeted portfolios that work in tandem with the comprehensive financial plans the team is known for.

Scott has always been passionate about markets, having been mentored by his father, Paul Murray, who spent 57 years in the financial services industry.  He doesn’t go in for cookie-cutter advice, but instead provides his personal insights and experience in the business, which helps clients make well informed decisions about their wealth and their future.

Credentials that build confidence
– B.A., cum laude, accounting, minor in economics, Westminster College

Outside the office
Scott enjoys time spent with his wife and two children. He is an avid outdoorsman and alpine skier, and is passionate about his three bird dogs.

• 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.

• Senior Portfolio Manager

Melody Pierce is a Magna Cum Laude graduate of Arizona State University and has also obtained a certificate in business leadership from Harvard Business School. She is passionate about volunteering in the community and helping people be confident in their financial futures. Clear communication, strong relationships and a foundation of trust fuel her approach as a CSA at UBS.

As a Senior Registered Client Service Associate, Kathy is responsible for leading all client account administration and business operational support, including the review of morning reports and the preparation of customized portfolio reviews. She focuses on building long-term relationships and providing exceptional client service.

Kathy started her financial services career as a sales assistant in 1982 and joined UBS in 2000. She holds the Series 7 and 63 securities licenses.

Kathy has three children and six grandchildren. When it comes to giving back to the community, she volunteers her time to veteran services. Kathy enjoys spending time with her family and traveling, especially road trips to just about anywhere. Her favorite hobby is baking cupcakes, which she does often for birthdays and other special occasions.

Debbie is in charge of the team’s client service strategy. As a Client Service Associate, she handles day-to-day administrative duties, working closely with the team on portfolio reviews. She also guides clients through the onboarding process, assisting with any requests and queries.

Prior to joining UBS in 2005, Debbie worked in the health care field for 18 years. Her genuine passion for people ensures that clients receive the service they deserve.

Debbie and her husband, Rob, have two children and three grandchildren. When it comes to giving back, Debbie and Rob joined their church group for multiple trips to the Gulf Coast to help with recovery efforts after Hurricane Katrina, in addition to volunteering locally. She enjoys spending time with her family, hiking, mountain biking, quilting and cooking. Debbie also enjoys travel and camping trips to national parks.

Marvin started in the financial industry in 2005 and joined UBS in 2008.  He holds his CERTIFIED FINANCIAL PLANNER ™ designation along with the Series 7, 66, and Arizona Life & Health licenses.

Outside of the office he enjoys listening to podcast & audiobooks, playing basketball, golfing, playing with his dog (and other scaley pets) and spending time with his 2 kids. He also enjoys volunteering as a coach for his son’s youth basketball teams.

• CERTIFIED FINANCIAL PLANNER™

Lori works with the team, supporting virtually all of our administrative, compliance and operational requirements. This includes and is not limited to the establishment of accounts, all asset transfers, online services and electronic communication preferences. Lori works hard to see that client requests are addressed professionally; and she takes great pride to see that we deliver optimum results in a timely manner.

Starting work with UBS in 1991, Lori was promoted to Assistant Operations Manager in 1995 at our Sun City office. After that branch was consolidated in 2002, she moved to our Scottsdale and then to this office. She has been working with Arnie and the team since early 2016 year as a Senior Client Service Associate. Lori has performed superbly, anticipating client needs and handling unexpected items with well-honed administrative skills.