Experience

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.

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 a decade 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 their dogs, as well as swimming and training for endurance events.

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 aren't at a soccer tournament or dance competition, you can usually find them relaxing on the Pend Oreille River.

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.  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.