Strategic and sustainable
The Arbor Group approach to investment management


The Arbor Group

“It’s the important things—our families, our values, the impact we have on others and the world—that help make life better and the future more hopeful. At the Arbor Group, this is our mission.”

For more than 20 years, we’ve specialized in sustainable and socially responsible portfolio management for affluent families, foundations, endowments and qualified UBS Financial Advisors across the United States. Seeking to deliver long-term performance, while helping you invest strategically and sustainably, brings our team immense satisfaction as we work together toward your most important goals.

Connect with us to learn more about our unique approach ►

Systematic client
focus ►


Sustainable and
socially responsible
investment
selections ►


Our commitment
to conservation and
community ►


The Arbor Group
Private Portfolios ►


Investment Insights

News


The Arbor Group

925 4th Avenue
Suite 2000
Seattle, WA 98104

206-689-3134
800-426-7531
855-299-1236 fax


John S. Adams, CFP®, CIMA®

Senior Vice President – Wealth Management
Jason Hamlin, CIMA®, CRPC

First Vice President – Wealth Management
Wealth Advisor
Institutional Consultant, UBS Institutional Consulting
Stephanie L. Keeton Honan, CFP®

Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Wealth Advisor
Kristopher Bryan "Kris" Paschal

Financial Advisor
James Allen "Allen" Kent

Team Administrator
Deena Fuller, Sr.

Senior Registered Client Service Associate
Laurie Shaye Paschal

Client Service Associate
Michael Scott Frantz, CFP®

Account Vice President
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Portfolio Manager
Jack Anthony O'Connor

Wealth Strategy Associate
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