Your life. Your wealth. Your future.

Pursue what matters most

team

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Mountaintop

Life's an adventure. We can help you seize it.

Tell us the story of your life

Every successful family has a story.  Maybe you took a risk and started a business at your kitchen table.  Or you built your wealth through years of hard work and sacrifice.  Perhaps your story is still being written.

We want to hear it.

  • Brad Desormeau, UBS, Top Financial Advisor

    Brad Desormeaux

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • ID
    • IL
    • IN
    • ME
    • MI
    • MT
    • NC
    • NM
    • NV
    • NY
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Your life story guides our planning 

    On Brad’s office wall is a photo of the double-wide trailer in northern Michigan where he once lived with his parents and his older brother. To feed the family, Brad, his brother, and their father hunted and fished in the Michigan and Ontario wilderness, catching trout, pike and perch. Brad’s father became an award-winning fish taxidermist, enabling him to move his family from a cramped single-wide trailer to the double-wide. At night, everyone sat around the campfire, laughing. Brad considers this childhood a wonderful adventure. It taught him to listen closely to his clients’ life stories in order to uncover their priorities. Today, he strives not only to help his clients pursue their financial goals, but also to align those goals with their core values. 

    An Iraq War veteran, Brad served 12 years in the United States Air Force, cramming at night to earn an associate’s degree in dental sciences. Upon reading a book on personal finance, however, Brad became fascinated with investing and determined to forge a career in financial services. He earned a bachelor’s degree in business information management and his M.B.A. He also traveled the world, exploring diverse cultures. 

     Credentials 

    • Series 7 and  66, and SIE securities licenses
    • B.S., business information management, Park University
    • M.B.A., Webster University

     

    Outside of UBS 

    Brad, his wife, Chrissy, and their two children, Madison and Luc, love to entertain at their home in Spokane at the foot of the mountains. The family enjoys visiting Brad’s parents at the peaceful Michigan lake house he bought them early in his financial services career. “We still sit around the campfire together and laugh about the old days,” Brad says, “telling the best stories you’d ever hear.”

    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        601 West Riverside Avenue
        Suite 1200
        Spokane, WA 99201
      • Shelly Johnson, UBS

        Shelly Johnson

        Client Associate

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          Building client relationships and focusing on their needs

           

          Getting to know and help clients is Shelly's specialty. As a longtime team member, she's developed a close relationship with clients and enjoys talking with them both personally and professionally. A problem-solver who is always ready to answer questions, Shelly demonstrates a willingness to help that makes clients feel good about working with X Wealth Consulting. She enjoys her work as a Client Service Associate and is a big believer in helping clients manage their money in the long term.

           

          Experience

          • Entered the investment business in 1988
          • Has worked at UBS twice, rejoining in 2009

           

          Credentials

          • Associate’s degree, Spokane Community College

           

          Life

          • Shelly loves to spend time with her husband, Steve, and their grown sons, Riley and Chase.
          • She and her husband enjoy riding their Harley motorcycle around eastern Washington and northern Idaho.
          • With a swimming pool in their backyard, Shelly and Steve have the perfect backdrop for entertaining their many friends.
          • When they're not hosting at home, she and her husband love to vacation, especially at all-inclusive resorts in Mexico.
          • Shelly enjoys volunteering with the company at Second Harvest, a Spokane-area food bank.

           

          "My team is fun. We try to be lighthearted and not too serious—but still get the work done."

          -Shelly Johnson


           

                601 West Riverside Avenue
                Suite 1200
                Spokane, WA 99201
              • Abigail Osborne, UBS

                Abigail Osborne

                Wealth Strategy Associate

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                • AK
                • AZ
                • CA
                • CO
                • CT
                • FL
                • ID
                • IL
                • ME
                • MI
                • MT
                • NC
                • NM
                • NV
                • OR
                • TN
                • TX
                • WA
                • WI
                • WY

                Committed to helping others on their financial journey

                 

                Prior to working at UBS she worked as a bank teller and a machining apprentice.  While earning her bachelor's degree in Economics, she joined the UBS team.  One of her first tasks was to take a personal financial management course.  Applying the principles to her situation not only changed her life, but sparked a desire to help other people on their financial journeys.

                 

                Experience

                • Since joining UBS in 2015, Abigail has demonstrated an ongoing commitment to learning and growing with the team.

                 

                Credentials

                • Series 7 and 66 securities licenses
                • B.A., Economics, Gonzaga University

                 

                Life

                • Abigail and her husband are adventure-seekers who enjoy dirt biking, camping, and hiking trails in their area.
                • A longtime fitness enthusiast, Abigail ran her first half marathon last year.
                • She's been playing the piano since she was 7-years-old, and she can speak French conversationally.

                 

                "I am passionate about wealth management and want to help people on their financial journey, regardless of their stage of life."

                -Abigail Allsup

                 

                      601 West Riverside Avenue
                      Suite 1200
                      Spokane, WA 99201

                    Connecting you to the deep resources of UBS

                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                    Business transition and succession planning

                    Our Philosophy

                    Your life, wealth and future

                    Advice for business owners and entrepreneurs

                    Goals-based planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager