Your wealth. For generations.

Create your legacy for those who matter

Incredible financial opportunities come your way. Who can you trust to help you make the right decisions for you, your career and your legacy? How you manage your wealth has far-reaching effects. We have the expertise to help you avoid common missteps, so you can pursue what matters most today, tomorrow and for generations to come.

Our mission is to assist our clients in making the world a better place. Through personal financial planning and investment management, we will work with you as you pursue your goals.

- The Arbor Group

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • John Adams Profile Photo

    The Arbor Group

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
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    • NC
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    John is a Senior Vice President – Investments, Senior Portfolio Manager and Institutional Consultant at UBS. John is the Director of Investments at the Arbor Group at UBS. He has been in the investment field for 38 years and is in his sixteenth year at UBS. John is a Certified Investment Management Analyst® and a CERTIFIED FINANCIAL PLANNER™.

    He has a Master's degree in Management (MSM) and a Master's in Financial Services (MsFS) from the American College in Bryn Mawr, PA. John is a frequent speaker at conservation conferences, is on the Finance Committee and Global Advisory Group of Birdlife International, and is a longstanding member of Seattle Rotary Club #4.

    John lives in the Seattle area with his wife Andrea. He is an avid hiker and kayaker and enjoys wildlife photography, birding and playing classical guitar. He is passionate about sustainability issues, which is grounded in his love of his family and community.

      • American College in Bryn Mawr, PA., Master's degree in Management (MSM) and a Master's in Financial Services (MsFS)
      • Certified Investment Management Analyst®
      • CERTIFIED FINANCIAL PLANNER®
      Philanthropy
      Legacy planning
      Sustainable investing
      225 108th Avenue NE
      Suite 800
      Bellevue, WA 98004
      thearborgroup@ubs.com,Louise.Callura@ubs.com
      The Arbor Group
      225 108th Avenue NE,Bellevue,WA,98004
    • Michael Frantz

      Michael Frantz

      First Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • ID
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      • IN
      • MA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • NH
      • NJ
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      • NV
      • NY
      • OR
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      • WA

            925 Fourth Avenue
            31st and 32nd Floors
            Seattle, WA 98104
            Louise.Callura@ubs.com,thearborgroup@ubs.com
            Michael Frantz
            925 Fourth Avenue,Seattle,WA,98104
          • Gary Kilbourn Profile Photo

            Gary L. Kilbourn, CIMA

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AK
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • HI
            • ID
            • IL
            • IN
            • MA
            • MD
            • MI
            • MN
            • MT
            • NC
            • NH
            • NJ
            • NV
            • NY
            • OH
            • OR
            • RI
            • SC
            • TN
            • TX
            • UT
            • VT
            • WA

            Gary is a Senior Vice President - Investments, and Portfolio Manager at UBS. He has over 30 years of experience in the wealth management field, and is in his 15th year with UBS, where he focuses on wealth management solutions, investment, estate, and philanthropic planning for affluent clients. Gary has held the Certified Investment Management Analyst (CIMA) designation since 1996 through the Investment and Wealth Institute and the Wharton School of Business, University of Pennsylvania. 

            In addition to his professional work at UBS, Gary is passionate about animals and the natural environment. He serves on the BOD of the Gorilla Doctors 501(c)(3) and is active in multiple philanthropic efforts focusing on wildlife conservation, animal welfare, and ecosystem sustainability throughout the world. In Gary's personal life, he enjoys actively cycling, rock-climbing, skiing, the documentary film industry, and organizing conservation efforts in the wilds of Africa.

                  6900 South McCarran Boulevard
                  Suite 1020
                  Reno, NV 89509
                  gary.kilbourn@ubs.com
                  Gary L. Kilbourn, CIMA
                  6900 South McCarran Boulevard,Reno,NV,89509
                • Jack O'Connor Profile Photo

                  Jack O'Connor

                  Financial Advisor

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                  • AK
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • FL
                  • GA
                  • HI
                  • IL
                  • IN
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                  • MD
                  • MI
                  • MN
                  • MO
                  • MT
                  • NC
                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OR
                  • SC
                  • SD
                  • TN
                  • TX
                  • UT
                  • VA
                  • VT
                  • WA

                  Jack is a Financial Advisor and has been with The Arbor Group at UBS for six years and specializes in financial planning for private clients, as well as asset allocation and investment manager selection for institutional clients. Jack is a CERTIFIED FINANCIAL PLANNER™ and a Certified Investment Management Analyst®. 

                  Jack has a Bachelor of Science degree in Finance from Portland State University. He grew up in Southeast Michigan and currently lives with his wife in Beacon Hill, Seattle. In addition to his work as a Financial Advisor, Jack is the Treasurer for two Seattle-based nonprofits. In his spare time, he enjoys backpacking, scuba diving, yoga, and live music.

                        5300 Meadows Road
                        Suite 300
                        Lake Oswego, OR 97035
                        jack.oconnor@ubs.com
                        Jack O'Connor
                        5300 Meadows Road,Lake Oswego,OR,97035
                      • Jonathan Moore Profile Photo

                        Jonathan Moore

                        Financial Advisor

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                        • AK
                        • AZ
                        • CA
                        • CO
                        • CT
                        • DC
                        • FL
                        • GA
                        • HI
                        • ID
                        • IL
                        • IN
                        • MA
                        • MD
                        • MI
                        • MN
                        • MO
                        • MT
                        • NC
                        • NH
                        • NJ
                        • NM
                        • NV
                        • NY
                        • OR
                        • PA
                        • SC
                        • SD
                        • TN
                        • TX
                        • UT
                        • VT
                        • WA

                        Jonathan is a Wealth Strategy Associate with the Arbor Group at UBS. He joined UBS in 2016 after spending time as a professional caddie. Jonathan has a Bachelor of Arts degree in International Relations from the University of Redlands. He holds his series 7 and 66 licenses and is a CFA Level II candidate. Jonathan grew up in Tacoma, WA and currently resides in Beacon Hill. In his spare time he enjoys exercising, golfing and reading.

                              925 Fourth Avenue
                              31st and 32nd Floors
                              Seattle, WA 98104
                              jonathan-za.moore@ubs.com
                              Jonathan Moore
                              925 Fourth Avenue,Seattle,WA,98104
                            • Louise Profile Photo

                              Elizabeth Callura

                              Team Administrator

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                              • GA
                              • MA
                              • NY
                              • WA

                              Louise is a Team Administrator with the Arbor Group at UBS. Louise joined the financial industry in 2011 after graduating with a Bachelor of Science in Management from the Georgia Institute of Technology. She holds her Series 7, 66 and insurance licenses. Louise grew up in Atlanta, GA, and lives in West Seattle with her husband, son, and rescue dog. They moved to Seattle in 2018. She enjoys reading, exploring local parks, and traveling along the West Coast.

                                    925 Fourth Avenue
                                    31st and 32nd Floors
                                    Seattle, WA 98104
                                    louise.mcmahon@ubs.com
                                    Elizabeth Callura
                                    925 Fourth Avenue,Seattle,WA,98104
                                  • Ryan

                                    Ryan Santosuosso

                                    Client Associate

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                                    • WA

                                    Ryan is a Customer Service Associate with the Arbor Group at UBS. He serves as a client service interface for UBS clients that use Arbor Group investment strategies. Ryan holds Series 7 license and joined the financial industry in 2022 after graduating with a Bachelor of Science in Finance from the University of Washington

                                    Ryan lives in Mukilteo and is a competitive basketball player. He led the Mariner Varsity team as Captain in 2017-18. He is a PADI-certified diver and enjoys snowboarding, golfing, and travelling.

                                          925 Fourth Avenue
                                          31st and 32nd Floors
                                          Seattle, WA 98104
                                          ryan.santosuosso@ubs.com
                                          Ryan Santosuosso
                                          925 Fourth Avenue,Seattle,WA,98104
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                                        ElectionWatch 2024

                                        24 questions for the '24 US election

                                        Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                                        The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                                        Download the report

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