Mapping your goals. Supporting your future.

Private Wealth Management

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 new 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.

A collaborative team to guide you

From the strategic thinking of our experienced Financial Advisors to the service and dedication of our Client Associates, our collaborative team structure helps ensure we “connect all the dots” within your financial world. Our goal is to help make life simpler for you and your family.

  • Maurice L. Nissim - Profile Photo

    Maurice Nissim, CIMA

    Managing Director–Wealth Management

    Senior Portfolio Manager

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    Maurice began his career in 1989, and since then has helped clients manage their wealth through good times and bad. He joined UBS in 1991 after 3 years at Merrill Lynch. As one of the top Financial Advisors at UBS, Maurice uses careful assessment, solid planning and supervision, as well as a tailored product mix to address the unique issues faced by each of his clients. In his quest to provide the best service and guidance for his clients, Maurice completed courses to achieve the Certified Investment Management Analyst Designation ,CIMA®, in 2006 from Wharton School of Business at the University of Pennsylvania. Additionally, he is one of a select few UBS Financial Services' Senior Portfolio Managers.

    • 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 Management Teams, 2024The 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

      • Senior Portfolio Manager
      • Certified Investment Management Analyst®
      4600 South Ulster Street
      Suite 700
      Denver, CO 80237
    • Mark J. Lembeck - Profile Photo

      Mark J. Lembeck

      Senior Vice President–Wealth Management

      Corporate Stock Benefit Consultant

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      Mark began his career in the industry and with UBS in 1995 after spending 15 years working for prime government defense subcontractors, reporting to the Department of Energy . As part of the UBS Corporate Employee Financial Services Program, Mark is a Corporate Stock Benefit Consultant and specializes in helping corporate executives, business owners and other professionals manage their personal finances as well as their professional financial lives. With his extensive knowledge of corporate employee stock benefit plans, Mark is able to help clients through portfolio allocation, estate planning and retirement planning.

      • Forbes Best-in-State Wealth Management Teams, 2024The 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

        • Corporate Stock Benefit Consultant
        370 17th Street
        Suite 4100
        Denver, CO 80202
      • Paul Atkinson - Profile Photo

        Paul G. Atkinson, CIMA, CEPA

        Senior Vice President–Wealth Management

        Certified Exit Planning Advisor

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        Paul joined UBS in 2015 after 14 years with Merrill Lynch and Morgan Stanley.  He earned the Certified Investment Management Analyst designation (CIMA) in 2004.  Paul worked in the insurance industry with ING Institutional Markets, helping manage a fixed income spread based portfolio. 

        Paul holds a Bachelor's degree in Finance from the University of Denver and currently lives in Denver, Colorado.  He enjoys playing golf, skiing and spending time with his wife Denise, and his two children Kyle and Kiana. 

        • Forbes Best-in-State Wealth Management Teams, 2024The 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
        • Karalee F. Myers-Artzer - Profile Photo

          Karalee F. Artzer, CFP, CIMA, CDFA

          Vice President–Wealth Management

          Financial Advisor

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          Karalee began her career in finance at Morgan Stanley in 2009.  She joined UBS in 2014 and brings an invaluable perspective to clients as a Certified Financial PlannerTM .  Having worked with many of the firm's top clients, Karalee specializes in comprehensive wealth management. Through goals analysis and cash flow planning, Karalee is able to deliver to clients the most effective wealth management plan to meet their objectives.

          Karalee moved to Colorado in 2008 from the state of Mississippi to earn her MBA in finance and accounting at Regis University. She lives in Highlands Ranch with her husband and four children. 

          • Forbes Best-in-State Wealth Management Teams, 2024The 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
        • Michael Mann

          Michael J. Mann, CFP, AWMA

          Financial Advisor

          CERTIFIED FINANCIAL PLANNER™

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          Michael delivers comprehensive wealth management in longevity planning, wealth transfer strategies, charitable giving strategies and liability management. He also specializes in client cash flow analysis and concentrated stock positions.

          Michael graduated from Duke University's Fuqua School of Business while playing on the football team. As a Colorado native, he enjoys skiing, hunting or fishing in his free time.

          • Forbes Best-in-State Wealth Management Teams, 2024The 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 FINANCIAL PLANNER™
            • Accredited Wealth Management Advisor℠
            4600 South Ulster Street
            Suite 700
            Denver, CO 80237
          • Dawnell L. Patten - Profile Photo

            Dawnell L. Patten

            Team Administrator

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            Dawnell started her financial career in trading in 1983 working in over-the-counter, institutional and wholesale trading. She is experienced in the administration of business practices within the financial services industry, and in 2020 she earned the designation of Team Administrator for her diligent work. She joined UBS in 2001 as a Registered Client Service Associate and has been an integral part of Atlas Financial Group ever since.

            Dawnell is a native of Colorado, and attended Colorado State University in Fort Collins, CO.  She has three sons - Cody, Carson, and Connor and spends much of her free time with them. She loves to golf and travel.

              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
              • Christina Ellwanger - Profile Photo

                Christina Ellwanger

                Client Associate

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                • CO
                • VA

                Christi has been working in the financial industry for over 25 years. She is an intricate part of the team and loves working closely with clients and building new relationships. She has held many different roles throughout her career in the financial industry.  

                She has two grown sons and loves to travel, listen to live music and sporting events. 

                  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 Green

                      Rochelle O'Rarden

                      Client Associate

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                      • AL
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                      Rochelle started her career in finance at Morgan Stanley in 2020 where she obtained her series 7 and Series 66 licenses. She joined UBS in 2022 as a Registered Client Associate, excited for the opportunity to work with the team. Rochelle enjoys supporting the team with daily operations that allow clients to meet their financial objectives and find financial empowerment.

                      Rochelle is a Colorado native and attended Colorado State University in Fort Colins, Colorado. She lives in Colorado with her husband and her dog. In her free time, she enjoys playing tennis, reading and traveling.

                        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

                          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.

                          Unique clients. Tailored advice.

                          Business owners and entrepreneurs

                          Business owners and entrepreneurs

                          Grow. Expand. Exit.

                          Multigenerational families

                          Multigenerational families

                          Navigate family wealth with confidence

                          Family offices

                          Family offices

                          Create continuity and connections for exceptional wealth

                          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.

                          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. 

                          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.

                          Man looking in VR headset

                          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.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager

                          Insights