Experience

Makes all the difference

John Adams, CFP, CIMA

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

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.

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

Education

  • American College in Bryn Mawr, PA., Master's degree in Management (MSM) and a Master's in Financial Services (MsFS)

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Philanthropy
Legacy planning
Sustainable investing
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

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Michael Scott Frantz, CFP

First Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

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.

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

Education

  • University of Washington, Major in Economics

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Exit planning
Business succession
Business owners
Entrepreneurs
Financial planning
Estate planning strategies
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

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Gary L. Kilbourn, CIMA

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Credentials

  • Certified Investment Management Analyst®
  • Portfolio Manager
  • Wealth Advisor
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509

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Jack O'Connor, CFP, CIMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™

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.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IN
  • MA
  • MD
  • MN
  • NH
  • NJ
  • NV
  • NY
  • OR
  • SC
  • TN
  • UT
  • VT
  • WA

Education

  • Portland State University, Bachelor of Science degree in Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Sustainable investing
Professionals
Financial planning
5300 Meadows Road
Suite 300
Lake Oswego, OR 97035

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Louise Callura

Team Administrator

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.

Registered States:
  • GA
  • MA
  • NY
  • WA

Education

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

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Jonathan Moore

Senior Wealth Strategy Associate

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.

Registered States:
  • WA

Education

  • University of Redlands, Bachelor of Arts degree in International Relations

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Sustainable investing
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

Erika Herfert

Senior Client Associate

Erika is a Senior Registered Client Service Associate with 11 years of financial services experience with UBS. She oversees the operational and administrative functions for institutional and private clients. Outside of the office, Erika enjoys time adventuring outdoors with her family.

Registered States:
  • CA
  • NV
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509

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Ryan Santosuosso

Client Associate

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

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