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

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Visit our Retirement Plan Consulting Services website

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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

    Mike Mumford, CEPA® CRPS®

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

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    • AZ
    • CA
    • FL
    • HI
    • ID
    • IL
    • MT
    • NH
    • NV
    • OR
    • TN
    • TX
    • WA
    • WY
    • 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.
    • 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.

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

      Account Vice President

      CERTIFIED FINANCIAL PLANNER™

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

        • CERTIFIED FINANCIAL PLANNER™
        • Certified Exit Planning Advisor
        601 West Riverside Avenue
        Suite 1200
        Spokane, WA 99201
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        Amanda Hardt

        Client Associate

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          Amanda moved to Spokane from Arizona, over 10 years ago to attend Gonzaga University where she played on the tennis team. She graduated in 2017 with a degree in Sport Management & Marketing and minors in Communications and Philosophy. With her background in marketing, Amanda is focused on our team's marketing strategy as well as event planning in addition to her work as one of our Client Associates. Amanda is also a Certified "no snob" Sommelier and in her spare time puts those skills into practice with local wineries and restaurants.

                601 West Riverside Avenue
                Suite 1200
                Spokane, WA 99201
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                Rachel Biggar

                Client Associate

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                  Rachel is an alumnus of New Mexico Military Institute and Eastern Washington University where she earned her commission through their ROTC program as an officer in the U.S. Army National Guard. She has lived in the Spokane region since 1991 and raised two wonderful daughters.  Rachel is focused on employee benefits and retirement plans. She is an avid gardener and can be found most sunny days tending her vegetable garden.

                        601 West Riverside Avenue
                        Suite 1200
                        Spokane, WA 99201