Experience

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.

A direct and positive impact
Joining UBS after graduating from Arizona State in 2003, Ryan helps business owners, entrepreneurs and families plan for their futures, transition or exit their businesses and pass on their wealth and values to the next generation. He believes strongly in holistic wealth planning
and works with clients—who range from individuals and their families to foundations and nonprofit organizations— to provide customized financial planning and big-picture
investment strategies.

As a second-generation financial advisor, Ryan was impressed by the impact that his father had on his clients through his ability to understand their goals and to help them find positive financial outcomes. Whatever challenges his clients may face with their families or businesses, Ryan is there to plan solutions backed by the global resources and expertise of UBS. Named a Forbes Best-In-State Wealth Advisor in Arizona from 2018 to 2022, he cares deeply about providing financial advice that has a direct and positive impact on the lives of the clients and families he serves.

Credentials that build confidence
- Certified Financial PlannerTM (CFP®) professional
- Certified Exit Planning Advisor® (CEPA®)
- Bachelor of interdisciplinary studies, Arizona State University

- Forbes Best-in-State Wealth Advisors, 2018 - 2023
The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year.

Outside the office
Ryan enjoys spending time with his wife Natalie, son Cooper and new daughter Madison. Giving back to their community is important to Ryan and his family. He supports HandsOn Greater Phoenix through a variety of volunteer initiatives around Phoenix Metro. He and Natalie are also volunteer ambassadors for the Translational Genomics Research Institute (TGen), which seeks to employ genetic discoveries to develop earlier diagnostics and smarter treatments for disease.

Having handled everything from investment research and portfolio design to counseling clients, Geoff brings the experience and insights to identify opportunities and uncover potential risks to his high net worth clients and their families. He believes that there is substantial added value in connecting the team’s local capabilities with the global resources of UBS. Being a part of the multigenerational Biltmore team and helping to transition the business has also given him firsthand insights into how to advise business owners with their own transitions.

Geoff was introduced to the profession by his father, who worked at UBS for over 40 years. What started out as curiosity about markets and wealth grew into an appreciation of the ability to impact someone’s life beyond investment returns. His more than 20 years at UBS have taught him to always challenge existing practices and to prioritize long-term benefits over short-term gains, and that a well thought-out financial plan can help clients weather uncertain times.

Credentials that build confidence
– Certified Financial PlannerTM (CFP®) professional
– Certified Investment Management Analyst® (CIMA®)
– Chartered Advisor in Philanthropy® (CAP®)
– B.A., accountancy, W. P. Carey School of Business at Arizona State University

Outside the office
Geoff enjoys spending time with his wife Jill, their daughter Carli and their three dogs. He loves sports, reading, woodworking and learning new skills, ideas or pursuits—he believes there’s something to learn from everyone. Geoff gives back to his community by acting as treasurer of a nonprofit called Women’s Health Innovations of Arizona.

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.

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.

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.