Experience Makes all the difference

We work with successful entrepreneurs, families and their businesses to address tax-efficient cash flow, asset preservation, victorious succession, and wealth transfer goals. Clients experience a valuable process that reduces the dangers that threaten their life's work, enables them to cultivate their talents, and captures the opportunities that lay before them. 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

First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
509-744-3301
mike.mumford@ubs.com

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, CA, FL, GA, HI, ID, IL, MO, MT, OR, RI, WA


John R. Kamprath, CFP®

Account Vice President
Senior Retirement Plan Consultant
CERTIFIED FINANCIAL PLANNER™
509-622-0613
john.r.kamprath@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

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.


Registered States:
AK, CA, GA, HI, ID, MO, MT, NY, OR, WA, WI, WY


Alesha Lynn Lozano

Registered Client Service Associate
509-744-3331
alesha.lozano@ubs.com

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:
WA


Rigo Chavez, CRPS®

Registered Client Service Associate
Chartered Retirement Plans Specialist (CRPS®)
509-744-3334
rigo.chavez@ubs.com

Rigo is a graduate of Gonzaga University with a Bachelor of Business Administration in Finance. As a Chartered Retirement Plans Specialist (CRPS®) professional, Rigo helps corporate clients establish and administer defined benefit, profit sharing, non-qualified deferred compensation and 401(k) plans. Rigo is Series 7 and Series 66 Licensed. He enjoys playing soccer, traveling in his free time, and living an active lifestyle. Other interests are cheering on EWU football and Gonzaga basketball.


Registered States:
ID, MT, WA