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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.

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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.

The Arbor Group

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- 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 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

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- 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 L. Kilbourn, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- 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

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- 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
Elizabeth Callura

Team Administrator
View bio
- 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 Santosuosso

Client Associate
View bio
- 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

The Arbor Group

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- 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 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

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- 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 L. Kilbourn, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- 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

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- 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
Elizabeth Callura

Team Administrator
View bio
- 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 Santosuosso

Client Associate
View bio
- 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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Your wealth. For generations.

The Arbor Group

Pursuing your goals together

The Arbor Group

Michael Frantz

Gary L. Kilbourn, CIMA

Jack O'Connor

Jonathan Moore

Elizabeth Callura

Ryan Santosuosso

The Arbor Group

Michael Frantz

Gary L. Kilbourn, CIMA

Jack O'Connor

Jonathan Moore

Elizabeth Callura

Ryan Santosuosso

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Education

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Turn possibilities into a plan

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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