Experience Makes all the difference

John S. Adams, CFP®, CIMA®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
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206-628-8554

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John is a Senior Vice President – Investments, Senior Portfolio Manager and Institutional Consultant at UBS. John is the Director of Investments at the Arbor Group at UBS, has been in the investment field for 37 years and is in his thirteenth year at UBS. John is a CERTIFIED FINANCIAL PLANNER™ and a Certified Investment Management Analyst®.

He has a Master's degree in Management (MSM) and a Master's in Financial Services (MsFS) from the American College in Bryn Mawr, PA. John has specialized in sustainable investing for 25 years,  is a frequent speaker at conservation conferences, serves on the Finance Committee and Global Advisory Group of Birdlife International and is a longstanding member of Seattle Rotary Club #4.


Registered States:
AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, MA, MD, MI, MN, MO, MT, NH, NM, NV, NY, OR, SD, TN, TX, UT, VA, VT, WA


Gary L. Kilbourn, CIMA®

Senior Vice President - Wealth Management
Financial Advisor
Certified Investment Management Analyst (CIMA®)
Portfolio Manager
Wealth Advisor
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775-323-1641

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Gary has been in the investment management and finance business for 31 years, the past twelve of which have been as a Senior Vice President, portfolio manager with UBS Financial Services Inc. and holds the Certified Investment Management Analyst® designation. In addition to providing wealth and estate planning consulting to private investors and high net worth families, he has a special focus in the areas of ESG and sustainable investing and is a Financial Advisor on the Arbor Group team, where he can combine his values with his work.

In his private life, Gary is dedicated to supporting and being active in multiple philanthropic efforts throughout the world focusing on animal welfare, the environment, and sustainability. His most recent efforts involve wild predator and ecosystem conservation in the United States, and a focused conservation effort to preserve Africa’s most endangered species. He is also a member of the Board of Directors for Gorilla Doctors, a 501(c)(3) focused on administering veterinary care to critically endangered mountain and Grauer’s gorillas in their natural habitats of Rwanda, Uganda, and the Congo. When Gary is not allocating his free time to these conservation efforts, he enjoys spending time with good friends in the High Sierras, as an avid rock-climber and skier.


Registered States:
AZ, CA, CO, DE, FL, GA, ID, IN, MA, MI, NV, NY, OR, TN, WA


Michael Scott Frantz, CFP®

Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Portfolio Manager
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206-628-8517

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Mike has over sixteen years of experience in the financial services industry serving private clients and institutions. He’s held positions in banking, insurance, wealth management and middle market institutional fixed income sales. Mike has a strong background in economics and fixed income capital markets.

Mike is a graduate from the University of Washington having majored in economics. In 2011, he earned the CERTIFIED FINANCIAL PLANNER™ designation. Outside of work, he enjoys running, skiing, reading and traveling with his family.


Registered States:
AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, MA, MD, MI, MO, MT, NC, NH, NM, NV, NY, OR, TN, TX, UT, VA, VT, WA, WI


Louise McMahon

Team Administrator
206-689-3134

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Louise is a Team Administrator with the Arbor Group at UBS. Louise joined the financial industry in 2011 after graduating with a Bachelor of Science in Management from the Georgia Institute of Technology. She holds her Series 7, 66 and insurance licenses. Louise grew up in Atlanta, GA and currently lives in the Capitol Hill area with her fiancée, Jon, and rescue dog, Calvin. Outside of the office, she enjoys cooking, reading, and exploring parks in the Pacific Northwest.


Registered States:
MA, NY, WA


Jack Anthony O'Connor, CFP®, CIMA®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
206-689-3136

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Jack has been a Senior Wealth Strategist for the Arbor Group at UBS for four and a half years. Jack works with institutional clients to provide portfolio analysis, asset allocation and investment manager research. He has a Bachelor of Science degree in Finance from Portland State University and is a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst®. Jack grew up in southeast Michigan and currently lives in Seattle’s Central District. In his spare time, Jack enjoys yoga, long-distance hiking and backpacking.


Registered States:
OR, WA


Leah Turino, CFP®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
206-447-2423

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Leah is a Senior Wealth Strategist with the Arbor Group at UBS. She has been in the financial industry for nine years and has focused much of her work in the area of environmental, social and governance (ESG) research. Leah has a Bachelor of Arts degree in Economics and Environmental Studies from Colby College. She enjoys hiking and rock climbing, traveling and playing soccer, and lives with her husband, Dan, and rescue dog, Baker, in Seattle's North Beacon Hill neighborhood.


Registered States:
WA


Jonathan Moore

Wealth Strategy Associate
206-447-2451

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Jonathan is a Wealth Strategy Associate with the Arbor Group at UBS. He joined UBS in 2016 after spending time as a professional caddie. Jonathan has a Bachelor of Arts degree in International Relations from the University of Redlands. He holds his series 7 and 66 licenses and is a CFA Level II candidate. Jonathan grew up in Tacoma, WA and currently resides in Beacon Hill. In his spare time he enjoys exercising, golfing and reading.


Registered States:
WA


Erika E. Herfert

Client Service Associate
775-789-4095

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Erika is a Registered Client Service Associate with 8 years of financial services experience with UBS. She oversees the operational and administrative functions of Gary's institutional and private clients. Outside of the office, Erika enjoys time adventuring outdoors with her family.


Registered States:
CA, NV