Mapping your goals. Supporting your future.

Private Wealth Management

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.

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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.

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 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, 2025The 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
      maurice.nissim@ubs.com
      Maurice Nissim, CIMA
      4600 South Ulster Street,Denver,CO,80237
    • Paul Atkinson - Profile Photo

      Paul G. Atkinson, CIMA, CEPA

      Senior Vice President–Wealth Management

      Certified Exit Planning Advisor

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      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, 2025The 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
      • Karalee F. Myers-Artzer - Profile Photo

        Karalee F. Artzer, CFP, CIMA, CDFA

        First Vice President–Wealth Management

        Financial Advisor

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        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, 2025The 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
      • Michael Mann

        Michael J. Mann, CFP, AWMA

        Senior Vice President–Wealth Management

        CERTIFIED FINANCIAL PLANNER®

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        Michael helps individuals and families plan for the long term while managing the financial details that come with each stage of life. He focuses on longevity planning, wealth transfer strategies, charitable giving strategies, and liability management. He also works closely with clients on cash flow planning and managing concentrated stock positions, helping ensure each part of their plan fits together with purpose. His goal is to understand your needs and better prepare you for the future that you envision.

        Education & Credentials:

        • CERTIFIED FINANCIAL PLANNER® or CFP®
        • Accredited Wealth Management Advisor (AWMA)
        • M.B.A., Fuqua School of Business, Duke University – Emphasis in Finance

        Outside of UBS:

        • Michael was born and raised in Colorado
        • He graduated from Duke University as a student-athlete playing football
        • He enjoys skiing, hunting, and fishing in his free time
        • Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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 Director’s Council, 2024UBS 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

          • CERTIFIED FINANCIAL PLANNER®
          4600 South Ulster Street
          Suite 700
          Denver, CO 80237
          michaelj.mann@ubs.com
          Michael J. Mann, CFP, AWMA
          4600 South Ulster Street,Denver,CO,80237
        • Patrick Picture

          Patrick O'Brien

          Senior Vice President–Wealth Management

          Financial Advisor

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          Patrick brings over 18 years of experience in the financial services industry, with a focus on building long-term plans that help clients feel secure and supported. As a Colorado native and U.S. Army veteran, Pat brings a strong sense of discipline, follow-through, and confidence that clients trust. As a part of the Atlas Financial Group, he offers extensive wealth management services including portfolio construction, long-term planning, asset transfer strategies, and debt management.

            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
                patrick.l.obrien@ubs.com
                Patrick O'Brien
                4600 South Ulster Street,Denver,CO,80237
              • Dawnell L. Patten - Profile Photo

                Dawnell L. Patten

                Authorized Officer

                Team Administrator

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                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 Ellwanger - Profile Photo

                    Christina Kimball

                    Senior Registered Client Associate

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                    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 what each client and situation calls for. Whether she’s assisting with day-to-day needs or supporting long-term planning efforts, Christi is known for her reliability, warmth, and attention to detail.

                    As part of the Atlas Financial Group, she strives for clients to trust and rely on her. She brings heart and consistency to interactions and is focused on making sure clients 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
                          christina.ellwanger@ubs.com
                          Christina Kimball
                          4600 South Ulster Street,Denver,CO,80237
                        • Rochelle Green

                          Rochelle O'Rarden

                          Wealth Strategy Associate

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                          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 n 2022, bringing energy and enthusiasm to every task, from account coordination to helping clients meet their financial goals.

                          Rochelle is the go-to person on the team when it comes 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

                              • CERTIFIED FINANCIAL PLANNER®
                              4600 South Ulster Street
                              Suite 700
                              Denver, CO 80237
                              rochelle.green@ubs.com
                              Rochelle O'Rarden
                              4600 South Ulster Street,Denver,CO,80237
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                              Ute Lehmann

                              Senior Registered Client Associate

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                              Ute brings over two decades of experience in the financial industry, with background in both operations management and client service. She rejoined UBS in 2023, where she works closely with both clients and advisors to ensure that account-related processes run smoothly. Ute has quickly became an essential part of the team's support structure. She understands the importance of getting things done right an takes pride in providing a seamless experience behind the scenes so clients can focus on their financial goals with confidence.

                              Experience:

                              • Senior Registered Client Service Associate, UBS Private Wealth Management, 2023 – Present
                              • Portfolio Associate, Morgan Stanley Wealth Management, 2016 – 2023
                              • Senior Registered Client Associate, UBS Financial Services, 2002 – 2012
                              • Personal Banker, Wachovia Bank, 1998 – 2002
                              • Private Client Consultant, Landesbank Berlin, 1994 – 1997

                               

                                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
                                    ute.lehmann@ubs.com
                                    Ute Lehmann
                                    4600 South Ulster Street,Denver,CO,80237
                                  • Jennifer Pic

                                    Jennifer VandeVoort

                                    Senior Client Associate

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                                      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.

                                          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.

                                          A leader in wealth management

                                          Backed by the strength of our parent company, UBS AG

                                          $6 trn

                                          UBS Group invested assets
                                          As of 12/31/2024

                                          More than 160 years

                                          offering financial advice

                                          Global leader

                                          UBS is a leading and truly global wealth manager

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