Let's move forward. Together.

Generational Family on Beach

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Insights

Fausto

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

Visit our Retirement Plan Consulting Services website

Click here 

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.

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    Adam Arzner, CFP®

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER®

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • ID
    • IL
    • MI
    • MN
    • MT
    • NV
    • NY
    • OR
    • TN
    • TX
    • WA
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.

      • CERTIFIED FINANCIAL PLANNER®
      • Certified Exit Planning Advisor
      601 West Riverside Avenue
      Suite 1200
      Spokane, WA 99201
      laureate@ubs.com,rachel.biggar@ubs.com
      Adam Arzner, CFP®
      601 West Riverside Avenue,Spokane,WA,99201
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      Mike Mumford, CEPA® CRPS®

      Senior Vice President–Wealth Management

      Certified Exit Planning Advisor

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      • AZ
      • CA
      • CO
      • FL
      • HI
      • ID
      • IL
      • MI
      • MN
      • MT
      • 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 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.

      • 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, 2024, 2025The 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.

        • Certified Exit Planning Advisor
        • Chartered Retirement Plans Specialist℠
        601 West Riverside Avenue
        Suite 1200
        Spokane, WA 99201
        mike.mumford@ubs.com
        Mike Mumford, CEPA® CRPS®
        601 West Riverside Avenue,Spokane,WA,99201
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        Glen Gavin

        Senior Wealth Strategy Associate

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        • AZ
        • ID
        • MT
        • OR
        • WA

              601 West Riverside Avenue
              Suite 1200
              Spokane, WA 99201
              glen.gavin@ubs.com
              Glen Gavin
              601 West Riverside Avenue,Spokane,WA,99201
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              Rachel Biggar

              Client Associate

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                      601 West Riverside Avenue
                      Suite 1200
                      Spokane, WA 99201
                      rachel.biggar@ubs.com
                      Rachel Biggar
                      601 West Riverside Avenue,Spokane,WA,99201

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