Your wealth. For generations.

Create your legacy for those who matter

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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

    John Adams, CFP, CIMA

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
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    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
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    • SD
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    • TX
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    • WA

    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 FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      925 Fourth Avenue
      31st and 32nd Floors
      Seattle, WA 98104
    • Michael Frantz Profile Photo

      Michael Scott Frantz, CFP

      First Vice President–Wealth Management

      CERTIFIED FINANCIAL PLANNER™

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

      Mike possesses a passion for entrepreneurship and appreciates the work ethic required to be a successful business owner. As a financial advisor, he cultivated a practice of private clientele through hard work, perseverance and a little bit of luck. Mike's sixteen years of financial services experience have given him the capability and knowledge to guide business owners as they transition out of their companies. He has a keen interest in working with companies and their owners in the technology, agriculture and energy sectors.

      Mike is a graduate of the University of Washington where he studied economics. In 2011, he earned the CERTIFIED FINANCIAL PLANNER™ designation. Outside of work, Mike enjoys running, skiing, scuba diving, reading and traveling with his family.

        • University of Washington, Major in Economics
        • CERTIFIED FINANCIAL PLANNER™
        • Portfolio Manager
        Exit planning
        Business succession
        Business owners
        Entrepreneurs
        Financial planning
        Estate planning strategies
        925 Fourth Avenue
        31st and 32nd Floors
        Seattle, WA 98104
      • Gary Kilbourn Profile Photo

        Gary L. Kilbourn, CIMA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • ID
        • IN
        • MA
        • MD
        • MI
        • MN
        • MO
        • MT
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • SC
        • TN
        • 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.

            • Certified Investment Management Analyst®
            • Portfolio Manager
            • Wealth Advisor
            6900 South McCarran Boulevard
            Suite 1020
            Reno, NV 89509
          • Jack O'Connor Profile Photo

            Jack O'Connor, CFP, CIMA

            Financial Advisor

            CERTIFIED FINANCIAL PLANNER™

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            • AK
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • HI
            • IN
            • MA
            • MD
            • MN
            • MO
            • MT
            • NH
            • NJ
            • NV
            • NY
            • OH
            • OR
            • SC
            • TN
            • UT
            • 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.

              • Portland State University, Bachelor of Science degree in Finance
              • CERTIFIED FINANCIAL PLANNER™
              • Certified Investment Management Analyst®
              925 Fourth Avenue
              31st and 32nd Floors
              Seattle, WA 98104
            • Louise Profile Photo

              Louise 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, Jon, and rescue dog, Calvin. They moved to Seattle in 2018. She enjoys reading, exploring local parks, and traveling along the West Coast.

                • Georgia Institute of Technology, Bachelor of Science in Management
                  925 Fourth Avenue
                  31st and 32nd Floors
                  Seattle, WA 98104
                • Jonathan Moore Profile Photo

                  Jonathan Moore

                  Wealth Strategy Associate

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                  • 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.

                    • University of Redlands, Bachelor of Arts degree in International Relations
                      925 Fourth Avenue
                      31st and 32nd Floors
                      Seattle, WA 98104
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