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

Certified Exit Planning Advisor

Registered States:
  • AZ
  • CA
  • FL
  • HI
  • ID
  • IL
  • MT
  • NH
  • NV
  • 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.
  • 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.

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

  • Certified Exit Planning Advisor
  • Chartered Retirement Plans Specialist℠
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

Email Me

Adam Arzner, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™

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

Recognized as an industry leader:

  • 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.

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

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Financial planning
Long-term care planning
Exit planning
Business succession
Structured products
Multi-generational families
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201

Email Me