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, CRPS®, CEPA®

First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
509-744-3301

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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, MO, MT, NY, OH, OR, PA, SC, TN, TX, WA


John R. Kamprath, CFP®, CEPA®

Vice President - Wealth Management
Senior Retirement Plan Consultant
CERTIFIED FINANCIAL PLANNER™
509-622-0613

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John is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor. John brings his experience in personal financial planning to the clients of Laureate Wealth Management. He obtained a BA from UCLA, and an MA from Franciscan University in Ohio. John serves on the UBS Retirement Plan Consulting Services Advisory Council. John and his wife, Marie, are the parents of eleven children and grandparents of five. John enjoys classical piano performance, skiing, biking, and Peloton workouts with his family. He is active in catechetics and sacred music with his church.

 


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


Alesha Lynn Lozano

Registered Client Service Associate
509-744-3331

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Alesha is a lifetime resident of Spokane. She 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 with a BA in Business Administration with an emphasis in Human Resource Management. She is very personable and loves building relationships with clients. She is a proud parent of two boys and her interests include cooking, baking, traveling, yoga, the outdoors, and spending time with her family.

 


Registered States:
ID, MT, OR, WA


Taylor Larsen

Client Service Associate
509-744-3334

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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.