Experience Makes all the difference

Through UBS's industry-leading DC Advisory program, we bring our business clients a comprehensive retirement plan process that encompasses plan program consulting, fiduciary investment advising, and employee education consulting.

Mike R. Mumford, CRPS®, CEPA®

First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
800-824-9212

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Mike has been with the Spokane, WA office of UBS (PaineWebber) since April 1988. Mike is an alumnus of Eastern Washington University (1981) with degrees in Finance and Economics. Mike also played college football for the EWU Eagles. He has lived in Spokane, WA since 1966. Mike serves on the Board of Directors of the EWU Foundation (Eagle Athletic Fund). Mike has worked extensively with small business owners and business retirement plans. Mike is the proud father of a daughter and son. He enjoys golf, tennis, and travel in his leisure time.


Registered States:
AK, AZ, CA, FL, HI, ID, MT, NY, OR, PA, SC, TN, TX, WA


John R. Kamprath, CFP®, CEPA®

Vice President - Wealth Management
Senior Retirement Plan Consultant
CERTIFIED FINANCIAL PLANNER™
800-824-9212

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John is a CERTIFIED FINANCIAL PLANNER™ professional. John brings his experience in personal financial planning and business exit planning to the clients of Laureate Wealth Management. He obtained a BA from UCLA, and an MA from Franciscan University in Ohio. John also has a Certificate in Personal Financial Planning from Kaplan University. John and his wife, Marie, are the parents of eleven children and grandparents of two. John enjoys skiing, classical piano performance, and golf with his family. He is active in sacred music with his church.


Adam Arzner

Financial Advisor
509-622-0634

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Adam, a native to the Pacific Northwest, graduated from Purdue University with a BS in Business Management coupled with a minor in Marketing. During his time at Purdue, Adam was a member of the Boilermaker’s swim team. He has over nine years of experience in the financial services industry managing both sides of his client’s balance sheet. Adam currently volunteers with Junior Achievement sharing his passion for finance with local high schoolers. In his free time Adam enjoys hiking and camping with his fiancé, Aly and three dogs, as well as swimming and training for endurance events.


Registered States:
AK, AZ, CA, FL, HI, ID, MT, NY, OR, PA, SC, TN, TX, WA


Alesha Lynn Lozano

Registered Client Service Associate
509-744-3331

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Alesha is a lifetime resident of Spokane.  Alesha has been with UBS since August of 2011, but has worked in the financial services industry since 2005.  Alesha is an alumnus of Eastern Washington University (2009) with a BA in Business Administration with an emphasis in Human Resource Management.  Alesha is very personable and loves building relationships with clients over time by providing friendly and helpful support. Her interests include cooking, baking, traveling, yoga, and the outdoors.


Registered States:
ID, MT, OR, WA


Taylor Larsen

Client Service Associate
509-744-9994

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Taylor grew up in Colfax, Washington and has lived in Spokane area for all of her life. Taylor has her Master's degree in Business Administration and her Bachelor's degree in Finance from Eastern Washington University. While at EWU she was on student government and played on the Volleyball team for the eagles. Before coming to the Financial Industry, she worked in Tax Resolution. Taylor is recently engaged and has a dog. She likes the outdoors, traveling, walking her dog, and spending time with her family.