Consulting that helps simplify plan complexity

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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℠

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Adam is a native to the Pacific Northwest and a graduate of Purdue University, where he earned a bachelor of science in Business Management with a minor in marketing. While at Purdue, he was a member of the Boilmaker’s swim team, demonstrating the dedication and discipline he brings to his professional relationships. As a the leader of ta Forbes-recognized Best-in-State Wealth Management Team at UBS, Adam specializes in serving retirees and individuals navigating life transitions. He brings over a decade of experience helping clients manage both sides of their balance sheet with care and precision. Adam is committed to delivering thoughtful, personalized strategies that provide clarity, security and peace of mind. He values building lasting relationships grounded in trust, empathy and proactive guidance to support clients through every stage of retirement.

• 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.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• CERTIFIED FINANCIAL PLANNER®
• Certified Exit Planning Advisor

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• ID
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• OR
• WA

Glen grew up in the Spokane area before graduating from Eastern Washington University with an undergraduate degree in Finance as well as his M.B.A. Glen enjoys spending time with his wife, Amanda, and their two children, Max and Emi. When they are not at a soccer tournament or dance competition, you can usually find them relaxing on the Pend Oreille River.

Rachel is an alumni 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. Rachel and her husband Jim have 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.