Atlas Financial Group

Guided by Purpose

At Atlas Financial Group, we believe that success in wealth management, like in life, requires stepping back from the chaos, tuning out the noise and moving forward with strength and confidence. For more than 30 years, that has been our team’s collective mission and the thinking behind our name—“Atlas.” We support all types of successful investors, their families and businesses as they navigate their financial world, map their goals and build their future.

What makes our team unique?
We are intentionally diverse—across professional backgrounds, accreditations, genders and generations. While each of us brings different, yet complementary insight to our relationships, we are one unified team when it comes to sharing the core values that guide us on your behalf—service, integrity and trust. From our hands-on investment management—never outsourced to fund wholesalers—to multigenerational planning, executive wealth and business succession solutions, nothing is more important to us than taking care of your finances so you can focus on the other priorities in your life.

2024, 2025 Forbes Best-in-State Wealth Management Teams

We’re excited to share that The Atlas Financial Group has been named a Forbes Best-In-State Wealth Management Team for 2025.

Our team has always been focused on building strong relationships with our clients. But we believe this award is a valuable testament to that collaboration and to our ongoing commitment to their financial well-bring today and for the future.

_{The Forbes rating is compiled by SHOOK Research and awarded annually in January, based on information from a 12-month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.}

_{For more information on third-party rating methodologies, please visit ubs.com/us/en/designation-disclosures.}

Private Wealth Advisors

Maurice Nissim, CIMA

Managing Director–Wealth Management

Senior Portfolio Manager

View bio Industry recognition

Maurice Nissim has spent more than thirty years helping clients in making sense of their finances, through calm and volatile markets. He joined UBS in 1991, where he has played a key role in shaping what is now called Atlas Financial Group. Here, Maurice is known for his strategic mindset and calm presence, focusing on building portfolios and plans that align with each individual’s long-term goals.

Maurice’s objective, from day one, has been the same: to bring clarity, discipline, and confidence to clients facing important life decisions. As one of a select group of Senior Portfolio Managers at UBS, he leads Atlas Financial group’s investment strategy with an emphasis on planning, preparation, and perspective. Maurice has been recognized on both Barron’s and Forbes top advisor lists for his commitment to excellence. More than anything, Maurice believes that good financial guidance should give people the freedom to focus on their families, careers, and passions without worrying about what the markets are doing.

Experience:

Managing Director, Senior Portfolio Manager, UBS Private Wealth Management, 1991 – Present
Municipal Bond Trader & Finance Advisor, Merrill Lynch Wealth Management, 1989 – 1991

Experience & Credentials:

Certified Investment Management Analyst^® (CIMA^®), Wharton Schol of Business, University of Pennsylvania
B.S., Business, California Coast University

Outside of UBS:

Maurice is an avid polo player with a deep appreciation for the sport
He enjoys spending time with his wife, Missy, and his two children, Ian and Scarlet
He also cares for a variety of animals, including his dogs, cat, horses and a bird
Before beginning his career in finance, Maurice was a professional Tennis player for 11 years

Barron's Top 1,000 Financial Advisors, 2009, 2010The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Senior Portfolio Manager
Certified Investment Management Analyst

4600 South Ulster Street
Suite 700
Denver, CO 80237

Paul G. Atkinson, CIMA, CEPA

Senior Vice President–Wealth Management

Certified Exit Planning Advisor

Paul G. Atkinson, CIMA, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

4600 South Ulster Street
Suite 700
Denver, CO 80237

303-267-3086

View bio Industry recognition

When it comes to building portfolios, Paul Atkinson helps people create investment strategies that reflect their goals, timelines, and values. For him, creating strong relationships rooted in trust and clarity is the foundation of a secure wealth management plan. That connection is what turns a strategy into something that really supports someone’s financial life.

With professional backgrounds ranging from investment planning to fixed income strategy, Paul brings both depth and adaptability to the Atlas Financial Group. He takes pride in fostering a culture of diverse perspectives and dynamic strength to better serve each clients individual needs. At the end of the day, Paul is focused on delivering strategies that not only work, but make sense for the people they’re built for.

Experience:

Senior Vice President, UBS Private Wealth Management, 2014 – Present
Vice President, Merrill Lynch Wealth Management, 2004 – 2014
Institutional Trader, ING Institutional Markets, 1996 – 2004
Financial Advisor, Morgan Stanley Wealth Management, 1994-1996

Education & Credentials:

Certified Investment Management Analyst^® (CIMA^®), UC Berkeley Haas School of Business
Certified Exit Planning Advisor^® (CEPA^®)
B.S., B.A., Finance, University of Denver

Outside UBS:

Paul enjoys playing golf, skiing and grilling for friends and family
He loves spending time with his wife, Denise, and his two children Kyle and Kiana

Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Certified Exit Planning Advisor
Certified Investment Management Analyst

4600 South Ulster Street
Suite 700
Denver, CO 80237

Strategic Partners

Karalee F. Artzer, CFP, CIMA, CDFA

First Vice President–Wealth Management

Financial Advisor

Karalee F. Artzer, CFP, CIMA, CDFA

First Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

4600 South Ulster Street
Suite 700
Denver, CO 80237

303-820-5007

View bio Industry recognition

Karalee Artzer believes that great financial planning starts with a genuine connection. She understands how personal financial decisions can be, and approaches the financial planning process with both strategy and empathy. Whether it’s helping someone plan for retirement, navigate through a major life change, or simply trying to feel more confident about the future, Karalee creates a personalized experience where every client feels heard, supported and cared for.

As part of the Atlas Financial Group, Karalee specializes in comprehensive planning, using cash flow analysis and goal-based strategies to create structured and effective wealth management plans for her clients. Ever since she joined UBS in 2014, she has brought a client-first mindset to every interaction, driving a team culture built around diligence, excellence, and meaningful relationships. She is known to continually raise the standard for what exceptional service looks like in wealth management.

Experience:

First Vice President, Financial Advisor, UBS Private Wealth Management, 2014 – Present
Transition Specialist, FA Integrations, 2011 – 2014
Associate, Morgan Stanley Wealth Management, 2009 – 2011

Education & Credentials:

CERTIFIED FINANCIAL PLANNER^®or CFP^®, College for Financial Planning
Certified Divorce Financial Analyst^® or CDFA^®
Certified Investment Management Analyst^®(CIMA^®)
MBA, Accounting and Finance, Regis University
B.A., Psychology, Mississippi College

Outside of UBS:

Karalee enjoys visiting Disneyland and traveling with her four children and husband.
She is actively involved in her daughters Girl Scout troop
She recently discovered sailing and enjoys being on the water

Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Regis University, MBA in finance and accounting

Accredited Wealth Management Advisor
CERTIFIED FINANCIAL PLANNER
Certified Investment Management Analyst

4600 South Ulster Street
Suite 700
Denver, CO 80237

Dawnell L. Patten

Authorized Officer

Team Administrator

View bio

Dawnell plays a vital role in keeping the Atlas Financial Group running smoothly. With a career that spans over four decades, she brings deep experience, operational expertise, and a calm, reliable presence to both clients and the team. Her work is thoughtful, organized, and rooted in commitment to service.

She began her financial career in 1983 in trading, gaining experience across over-the-counter, institutional, and wholesale markets. Since joining UBS in 2001 as a Registered Client Service Associate, Dawnell has been instrumental in supporting the client experience and team operations. In 2020, she earned the designation of Team Administrator in recognition of her leadership, precision, and dedication behind the scenes.

Experience:

Team Administrator, UBS Private Wealth Management, 2020 – Present
Registered Client Service Associate, UBS Private Wealth Management, 2001 – 2020
Wholesale Trader, Deutsche Bank, 1996 – 2001
Institutional Trader, Hanifen Imhoff, 1993 – 1996
Stock Trader, E.J. Pittock, 1983 – 1988

Outside of UBS:

Dawnell is a proud mom of three sons and grandmother of two granddaughters
She is a Colorado native and enjoys golfing and traveling in her free time

Colorado State University

4600 South Ulster Street
Suite 700
Denver, CO 80237

Christina Kimball

Senior Registered Client Associate

View bio

With more than 25 years in the financial industry, Christi brings a deep understanding of client service and genuine love for building lasting relationships. She held a variety of roles throughout her career, giving her a well-rounded perspective and the ability to adapt to each client situation. Whether she’s assisting with day-to-day needs or supporting long-term planning efforts, Christi focuses on bringing reliability, warmth, and attention to detail. She wants her clients to feel heard, supported and valued.

Experience:

Senior Registered Client Associate, UBS Private Wealth Management, 2015 – Present
Client Associate, Merrill Lynch Wealth Management, 1997 – 2015
Networking Associate, OppenheimerFunds Legal Department, 1992 – 1997

Outside of UBS:

Christi enjoys attending live concerts and traveling to new places
She is a proud mom of to sons, James and Josh, and grandmother to baby Oaklee
She likes to go to sporting events and spending quality time with her family and friends

4600 South Ulster Street
Suite 700
Denver, CO 80237

Rochelle O'Rarden

Wealth Strategy Associate

View bio

Rochelle plays a crucial role in the Atlas Financial Group's day-to-day operations, combining technical skill with a warm, client-focused approach. After earning her series 7 and 66 licenses with Morgan Stanley in 2020, she joined UBS in 2022. She enjoys bringing energy and enthusiasm to her tasks, from account coordination to helping clients meet their financial goals.

Rochelle is the go-to person on the team to simplifying complex processes and ensuring everything runs smoothly behind the scenes. Her work empowers clients by giving them clarity, confidence, and a true sense of financial progress.

Experience:

Wealth Strategy Associate, UBS Private Wealth Management, 2025 – Present
Registered Client Associate, UBS Private Wealth Management, 2022 – 2025
Registered Client Service Associate, Morgan Stanley Wealth Management, 2020 – 2022

Education & Credentials:

CERTIFIED FINANCIAL PLANNER^® or CFP^®
B.S., Apparel and Merchandising with a Minor in Business, Colorado State University

Outside of UBS:

Rochelle enjoys spending time with her husband and their dog
In her free time, she likes to travel, read, and play tennis and golf

4600 South Ulster Street
Suite 700
Denver, CO 80237

Jennifer VandeVoort

Senior Client Associate

View bio

Private Wealth Advisors

Maurice Nissim, CIMA

Managing Director–Wealth Management

Senior Portfolio Manager
Maurice Nissim, CIMA

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

4600 South Ulster Street
Suite 700
Denver, CO 80237

303-820-5010
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Maurice Nissim has spent more than thirty years helping clients in making sense of their finances, through calm and volatile markets. He joined UBS in 1991, where he has played a key role in shaping what is now called Atlas Financial Group. Here, Maurice is known for his strategic mindset and calm presence, focusing on building portfolios and plans that align with each individual’s long-term goals.

Maurice’s objective, from day one, has been the same: to bring clarity, discipline, and confidence to clients facing important life decisions. As one of a select group of Senior Portfolio Managers at UBS, he leads Atlas Financial group’s investment strategy with an emphasis on planning, preparation, and perspective. Maurice has been recognized on both Barron’s and Forbes top advisor lists for his commitment to excellence. More than anything, Maurice believes that good financial guidance should give people the freedom to focus on their families, careers, and passions without worrying about what the markets are doing.

Experience:
- Managing Director, Senior Portfolio Manager, UBS Private Wealth Management, 1991 – Present
- Municipal Bond Trader & Finance Advisor, Merrill Lynch Wealth Management, 1989 – 1991
Experience & Credentials:
- Certified Investment Management Analyst^® (CIMA^®), Wharton Schol of Business, University of Pennsylvania
- B.S., Business, California Coast University
Outside of UBS:
- Maurice is an avid polo player with a deep appreciation for the sport
- He enjoys spending time with his wife, Missy, and his two children, Ian and Scarlet
- He also cares for a variety of animals, including his dogs, cat, horses and a bird
- Before beginning his career in finance, Maurice was a professional Tennis player for 11 years
- Barron's Top 1,000 Financial Advisors, 2009, 2010The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Senior Portfolio Manager
- Certified Investment Management Analyst
4600 South Ulster Street
Suite 700
Denver, CO 80237

maurice.nissim@ubs.com

Maurice Nissim, CIMA

4600 South Ulster Street,Denver,CO,80237
Paul G. Atkinson, CIMA, CEPA

Senior Vice President–Wealth Management

Certified Exit Planning Advisor
Paul G. Atkinson, CIMA, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

4600 South Ulster Street
Suite 700
Denver, CO 80237

303-267-3086
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
When it comes to building portfolios, Paul Atkinson helps people create investment strategies that reflect their goals, timelines, and values. For him, creating strong relationships rooted in trust and clarity is the foundation of a secure wealth management plan. That connection is what turns a strategy into something that really supports someone’s financial life.

With professional backgrounds ranging from investment planning to fixed income strategy, Paul brings both depth and adaptability to the Atlas Financial Group. He takes pride in fostering a culture of diverse perspectives and dynamic strength to better serve each clients individual needs. At the end of the day, Paul is focused on delivering strategies that not only work, but make sense for the people they’re built for.

Experience:
- Senior Vice President, UBS Private Wealth Management, 2014 – Present
- Vice President, Merrill Lynch Wealth Management, 2004 – 2014
- Institutional Trader, ING Institutional Markets, 1996 – 2004
- Financial Advisor, Morgan Stanley Wealth Management, 1994-1996
Education & Credentials:
- Certified Investment Management Analyst^® (CIMA^®), UC Berkeley Haas School of Business
- Certified Exit Planning Advisor^® (CEPA^®)
- B.S., B.A., Finance, University of Denver
Outside UBS:
- Paul enjoys playing golf, skiing and grilling for friends and family
- He loves spending time with his wife, Denise, and his two children Kyle and Kiana
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Certified Exit Planning Advisor
- Certified Investment Management Analyst
4600 South Ulster Street
Suite 700
Denver, CO 80237

paul.atkinson@ubs.com

Paul G. Atkinson, CIMA, CEPA

4600 South Ulster Street,Denver,CO,80237

Strategic Partners

Karalee F. Artzer, CFP, CIMA, CDFA

First Vice President–Wealth Management

Financial Advisor
Karalee F. Artzer, CFP, CIMA, CDFA

First Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

4600 South Ulster Street
Suite 700
Denver, CO 80237

303-820-5007
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Karalee Artzer believes that great financial planning starts with a genuine connection. She understands how personal financial decisions can be, and approaches the financial planning process with both strategy and empathy. Whether it’s helping someone plan for retirement, navigate through a major life change, or simply trying to feel more confident about the future, Karalee creates a personalized experience where every client feels heard, supported and cared for.

As part of the Atlas Financial Group, Karalee specializes in comprehensive planning, using cash flow analysis and goal-based strategies to create structured and effective wealth management plans for her clients. Ever since she joined UBS in 2014, she has brought a client-first mindset to every interaction, driving a team culture built around diligence, excellence, and meaningful relationships. She is known to continually raise the standard for what exceptional service looks like in wealth management.

Experience:
- First Vice President, Financial Advisor, UBS Private Wealth Management, 2014 – Present
- Transition Specialist, FA Integrations, 2011 – 2014
- Associate, Morgan Stanley Wealth Management, 2009 – 2011
Education & Credentials:
- CERTIFIED FINANCIAL PLANNER^®or CFP^®, College for Financial Planning
- Certified Divorce Financial Analyst^® or CDFA^®
- Certified Investment Management Analyst^®(CIMA^®)
- MBA, Accounting and Finance, Regis University
- B.A., Psychology, Mississippi College
Outside of UBS:
- Karalee enjoys visiting Disneyland and traveling with her four children and husband.
- She is actively involved in her daughters Girl Scout troop
- She recently discovered sailing and enjoys being on the water
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Regis University, MBA in finance and accounting
- Accredited Wealth Management Advisor
- CERTIFIED FINANCIAL PLANNER
- Certified Investment Management Analyst
4600 South Ulster Street
Suite 700
Denver, CO 80237

karalee.f.artzer@ubs.com

Karalee F. Artzer, CFP, CIMA, CDFA

4600 South Ulster Street,Denver,CO,80237
Dawnell L. Patten

Authorized Officer

Team Administrator
Dawnell L. Patten

Authorized Officer
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

4600 South Ulster Street
Suite 700
Denver, CO 80237

303-820-5030
View bio
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Dawnell plays a vital role in keeping the Atlas Financial Group running smoothly. With a career that spans over four decades, she brings deep experience, operational expertise, and a calm, reliable presence to both clients and the team. Her work is thoughtful, organized, and rooted in commitment to service.

She began her financial career in 1983 in trading, gaining experience across over-the-counter, institutional, and wholesale markets. Since joining UBS in 2001 as a Registered Client Service Associate, Dawnell has been instrumental in supporting the client experience and team operations. In 2020, she earned the designation of Team Administrator in recognition of her leadership, precision, and dedication behind the scenes.

Experience:
- Team Administrator, UBS Private Wealth Management, 2020 – Present
- Registered Client Service Associate, UBS Private Wealth Management, 2001 – 2020
- Wholesale Trader, Deutsche Bank, 1996 – 2001
- Institutional Trader, Hanifen Imhoff, 1993 – 1996
- Stock Trader, E.J. Pittock, 1983 – 1988
Outside of UBS:
- Dawnell is a proud mom of three sons and grandmother of two granddaughters
- She is a Colorado native and enjoys golfing and traveling in her free time
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Colorado State University
4600 South Ulster Street
Suite 700
Denver, CO 80237

dawnell.patten@ubs.com

Dawnell L. Patten

4600 South Ulster Street,Denver,CO,80237
Christina Kimball

Senior Registered Client Associate
Christina Kimball

Senior Registered Client Associate

UBS Financial Services Inc.

Private Wealth Management

4600 South Ulster Street
Suite 700
Denver, CO 80237

303-267-3085
View bio
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- IL
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
With more than 25 years in the financial industry, Christi brings a deep understanding of client service and genuine love for building lasting relationships. She held a variety of roles throughout her career, giving her a well-rounded perspective and the ability to adapt to each client situation. Whether she’s assisting with day-to-day needs or supporting long-term planning efforts, Christi focuses on bringing reliability, warmth, and attention to detail. She wants her clients to feel heard, supported and valued.

Experience:
- Senior Registered Client Associate, UBS Private Wealth Management, 2015 – Present
- Client Associate, Merrill Lynch Wealth Management, 1997 – 2015
- Networking Associate, OppenheimerFunds Legal Department, 1992 – 1997
Outside of UBS:
- Christi enjoys attending live concerts and traveling to new places
- She is a proud mom of to sons, James and Josh, and grandmother to baby Oaklee
- She likes to go to sporting events and spending quality time with her family and friends
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
4600 South Ulster Street
Suite 700
Denver, CO 80237

christi.kimball@ubs.com

Christina Kimball

4600 South Ulster Street,Denver,CO,80237
Rochelle O'Rarden

Wealth Strategy Associate
Rochelle O'Rarden

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

4600 South Ulster Street
Suite 700
Denver, CO 80237

303-820-5005
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- IL
- KS
- MD
- ME
- MI
- MN
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- SC
- TN
- TX
- UT
- VA
- WA
- WY
Rochelle plays a crucial role in the Atlas Financial Group's day-to-day operations, combining technical skill with a warm, client-focused approach. After earning her series 7 and 66 licenses with Morgan Stanley in 2020, she joined UBS in 2022. She enjoys bringing energy and enthusiasm to her tasks, from account coordination to helping clients meet their financial goals.

Rochelle is the go-to person on the team to simplifying complex processes and ensuring everything runs smoothly behind the scenes. Her work empowers clients by giving them clarity, confidence, and a true sense of financial progress.

Experience:
- Wealth Strategy Associate, UBS Private Wealth Management, 2025 – Present
- Registered Client Associate, UBS Private Wealth Management, 2022 – 2025
- Registered Client Service Associate, Morgan Stanley Wealth Management, 2020 – 2022
Education & Credentials:
- CERTIFIED FINANCIAL PLANNER^® or CFP^®
- B.S., Apparel and Merchandising with a Minor in Business, Colorado State University
Outside of UBS:
- Rochelle enjoys spending time with her husband and their dog
- In her free time, she likes to travel, read, and play tennis and golf
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
4600 South Ulster Street
Suite 700
Denver, CO 80237

rochelle.orarden@ubs.com

Rochelle O'Rarden

4600 South Ulster Street,Denver,CO,80237
Jennifer VandeVoort

Senior Client Associate
Jennifer VandeVoort

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

4600 South Ulster Street
Suite 700
Denver, CO 80237

303-488-0890
View bio
Jennifer has been a part of the financial services industry for over 29 years. She began her career in 1991 as an Administrative Assistant at Meridian Investment Management and joined UBS in 1999. Throughout her career, she has focused on delivering reliable, high-quality client service and supporting the operational side of the business with consistency and care.

Her in-depth understanding of operational processes allows her to provide a seamless and efficient client experience. Jennifer takes pride in her ability to handle the details, answer questions, and ensure that every client feel supported at every step

Experience:
- Senior Client Associate, UBS Private Wealth Management, 1999 – Present
- Administrative Assistant, Meridian Investment Management, 1991 – 1999
Outside of UBS:
- Jennifer enjoys traveling, attending concerts, and exploring outdoor markets
- She also loves to garden, cook, and entertain friends
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
4600 South Ulster Street
Suite 700
Denver, CO 80237

jennifer.vandevoort@ubs.com

Jennifer VandeVoort

4600 South Ulster Street,Denver,CO,80237

Unique clients. Tailored advice.

Whether you're 25 or 55, running a business or a household, our process is designed to help us understand who you are and what you want to achieve. We begin with in-depth conversations that will fully identify your priorities, concerns and values—all factors that can impact your decisions. From here, we tailor our advice and solutions to address your specific needs.

Business owners and entrepreneurs

Grow. Expand. Exit.

Grow. Expand. Exit.

The decision to exit your business is rarely simple. That's why it's never too early to get advice and expertise on the issues you may face before, during and after the event. Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and your life goals after you step away.

Let's talk

Multigenerational families

Navigate family wealth with confidence

Navigate family wealth with confidence

What is the best way to pass on your wealth—and your values—to your children? How do you educate them about financial responsibility? These are just a few of the many questions we can help answer. Our team has the knowledge and experience to help you build a comprehensive plan for transitioning assets to future generations. We can also help your entire family make more informed decisions about life, business and the legacy you hope others will remember.

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Family offices

Create continuity and connections for exceptional wealth

Create continuity and connections for exceptional wealth

Partnering with resources across UBS, including the Global Family Office, Family Office Solutions as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.

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Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

Mapping your goals. Supporting your future.

Guided by Purpose

2024, 2025 Forbes Best-in-State Wealth Management Teams

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A collaborative team to guide you