Senior Vice President–Wealth Management
Certified Exit Planning Advisor
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Certified Exit Planning Advisor
Recognized as an industry leader:
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
Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Recognized as an industry leader:
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
Let's connect
Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Recognized as an industry leader:
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
Let's connect
Client Associate
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.
Client Associate
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.
Client Associate
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.
Client Associate
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.
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
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
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