Experience

Makes all the difference

Through UBS's industry-leading DC Advisory program, we bring our business clients a comprehensive retirement plan process that encompasses plan program consulting, fiduciary investment advising, and employee education consulting.

Mike Mumford, CEPA® CRPS®

Senior Vice President–Wealth Management

Chartered Retirement Plans Specialist℠

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 serves on the Board of Directors of the EWU Foundation (Eagle Athletic Fund). Mike has worked extensively with small business owners and business retirement plans. Mike is the proud father of a daughter and son. He enjoys golf, tennis, and travel in his leisure time.

Registered States:
  • AZ
  • CA
  • FL
  • HI
  • ID
  • IL
  • MT
  • NH
  • NV
  • NY
  • OR
  • TN
  • TX
  • WA
  • WY

Recognized as an industry leader:

  • 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.

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

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

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Taylor Vilchiz, CRPS®

Financial Advisor

Chartered Retirement Plans Specialist℠

Taylor grew up in Colfax, Washington and has lived in Spokane area for all of her life. Taylor has her Master's degree in Business Administration and her Bachelor's degree in Finance from Eastern Washington University. While at EWU she was on student government and played on the volleyball team for the Eagles. Before coming to the Financial Industry, she worked in Tax Resolution. She also has earned her Chartered Retirement Plans Specialist™ designation. Taylor enjoys outdoor adventures and traveling with her husband, David and their dogs. 

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • IL
  • MT
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • WA
  • WY

Credentials

  • Chartered Retirement Plans Specialist℠
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201

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Adam Arzner, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™

Adam, a native to the Pacific Northwest, graduated from Purdue University with a BS in Business Management coupled with a minor in Marketing. During his time at Purdue, Adam was a member of the Boilermaker’s swim team. He has over nine years of experience in the financial services industry managing both sides of his client’s balance sheet. Adam currently volunteers with Junior Achievement sharing his passion for finance with local high schoolers. In his free time Adam enjoys hiking and camping with his wife, Aly and three dogs, as well as swimming and training for endurance events.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • IL
  • MT
  • NH
  • NJ
  • NV
  • NY
  • OR
  • TN
  • TX
  • WA
  • WY

Credentials

  • CERTIFIED FINANCIAL PLANNER™
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201

Email Me