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
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    • CT
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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, has been in the investment field for 34 years and is in his twelfth year at UBS. John is a CERTIFIED FINANCIAL PLANNER™ and a Certified Investment Management Analyst®.

    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 speaks conversational French and Spanish. 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.

      • 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
    • Gary Kilbourn Profile Photo

      Gary L. Kilbourn, CIMA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
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      • DE
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      Gary is a Senior Vice President - Investments, and Portfolio Manager at UBS. Gary is a member of the Arbor Group team, has been in the investment and wealth management business for 31 years, and is in his twelfth year with UBS.

      In addition to his professional work, providing customized wealth management solutions for his clients at UBS, Gary is dedicated to multiple philanthropic efforts, focusing on animal welfare, wildlife, the environment, and sustainability. In Gary's personal life, he enjoys actively rock-climbing, and skiing, the film industry, and organizing philanthropic/conservation efforts in the wilds of Africa. 

          • Certified Investment Management Analyst®
          • Portfolio Manager
          • Wealth Advisor
          6900 South McCarran Boulevard
          Suite 1020
          Reno, NV 89509
        • 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
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          • MD
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          • MT
          • NC
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          • NJ
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          • OR
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          • UT
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          • WI

          Mike is an Account Vice President and Portfolio Manager at UBS. He holds a Bachelor's degree in Economics from the University of Washington and is a CERTIFIED FINANCIAL PLANNER™. He has held positions in banking, insurance, wealth management and "middle-markets" fixed income. Outside of work he enjoys running, skiing and cooking. He and his wife Cameron welcomed their first child in August of 2018 and are raising their family in Seattle.

            • 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
          • Louise McMahon Profile Photo

            Louise McMahon

            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 recently moved to the Capitol Hill area with her fiancée, Jon, and rescue dog, Calvin. She enjoys reading, finding the best location for tacos and exploring local parks.

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

                Jack O'Connor, CFP, CIMA

                Financial Advisor

                CERTIFIED FINANCIAL PLANNER™

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                • AK
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                • WA

                Jack has been a Senior Wealth Strategist for the Arbor Group at UBS for two and a half years. Jack works with institutional clients to provide portfolio analysis, asset allocation and investment manager research. He has a Bachelor of Science degree in Finance from Portland State University and is a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst®. Jack grew up in southeast Michigan and currently lives in Wallingford, Seattle. In his spare time, Jack enjoys yoga, long-distance hiking and backpacking.

                  • 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
                • 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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                    A way forward

                    Understanding your life, your wealth and what you want to accomplish.

                    We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                    Let's talk about how we can help you plan for the life you want

                    Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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