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 34 years and is in his twelfth 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 speaks conversational French and Spanish. John is a frequent speaker at conservation conferences, is 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, IL, MA, MD, MI, MN, MO, MT, NH, NJ, NM, NV, NY, OR, SD, TN, TX, UT, VA, VT, WA, WI


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 is a Senior Vice President - Investments, and Portfolio Manager at UBS. Gary is a member of the Arbor Group team, has been in the investment and wealth management business for 31 years, and is in his twelfth year with UBS.

In addition to his professional work, providing customized wealth management solutions for his clients at UBS, Gary is dedicated to multiple philanthropic efforts, focusing on animal welfare, wildlife, the environment, and sustainability. In Gary's personal life, he enjoys actively rock-climbing, and skiing, the film industry, and organizing philanthropic/conservation efforts in the wilds of Africa. 


Registered States:
AZ, CA, CO, DE, FL, GA, MA, 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 is an Account Vice President and Portfolio Manager at UBS. He holds a Bachelor's degree in Economics from the University of Washington and is a CERTIFIED FINANCIAL PLANNER™. He has held positions in banking, insurance, wealth management and "middle-markets" fixed income. Outside of work he enjoys running, skiing and cooking. He and his wife Cameron welcomed their first child in August of 2018 and are raising their family in Seattle.


Registered States:
AK, AZ, CA, CO, CT, DC, FL, GA, HI, IL, MA, MD, MO, MT, NC, NH, NJ, 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 recently moved to the Capitol Hill area with her fiancée, Jon, and rescue dog, Calvin. She enjoys reading, finding the best location for tacos and exploring local parks.


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 two 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 Wallingford, Seattle. 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 finance industry for seven 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 in Seattle's Central District.


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.


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