Experience

Makes all the difference

"Our clients rely on us to manage their financial affairs, so they have more time to do what they love."
Maurice Nissim, Managing Director–Wealth Management, Atlas Financial Group

Maurice Nissim, CIMA

Managing Director–Wealth Management

Senior Portfolio Manager

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

Registered States:
  • 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
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • 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

Credentials

  • Senior Portfolio Manager
  • Certified Investment Management Analyst®
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

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

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

Registered States:
  • 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
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • 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

Credentials

  • Certified Exit Planning Advisor
  • Certified Investment Management Analyst®
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

paul.atkinson@ubs.com
Paul G. Atkinson, CIMA, CEPA
4600 South Ulster Street,Denver,CO,80237

Karalee F. Artzer, CFP, CIMA, CDFA

First Vice President–Wealth Management

Financial Advisor

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

Registered States:
  • 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
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • 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

Education

  • Regis University, MBA in finance and accounting

Credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst®
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

karalee.f.artzer@ubs.com
Karalee F. Artzer, CFP, CIMA, CDFA
4600 South Ulster Street,Denver,CO,80237

Michael J. Mann, CFP, AWMA

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®

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

Registered States:
  • 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
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • 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

Credentials

  • CERTIFIED FINANCIAL PLANNER®
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

michaelj.mann@ubs.com
Michael J. Mann, CFP, AWMA
4600 South Ulster Street,Denver,CO,80237

Patrick O'Brien

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

patrick.l.obrien@ubs.com
Patrick O'Brien
4600 South Ulster Street,Denver,CO,80237

Dawnell L. Patten

Authorized Officer

Team Administrator

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

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Education

  • Colorado State University
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

dawnell.patten@ubs.com
Dawnell L. Patten
4600 South Ulster Street,Denver,CO,80237

Christina Kimball

Senior Registered Client Associate

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

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • ND
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

christina.ellwanger@ubs.com
Christina Kimball
4600 South Ulster Street,Denver,CO,80237

Rochelle O'Rarden

Wealth Strategy Associate

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

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • KS
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

Credentials

  • CERTIFIED FINANCIAL PLANNER®
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

rochelle.green@ubs.com
Rochelle O'Rarden
4600 South Ulster Street,Denver,CO,80237

Ute Lehmann

Senior Registered Client Associate

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 quickly became an essential part of the team's support structure. She understands the importance of getting things done right and 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

 Outside of UBS:

  • Ute was born and raised in Germany, where much of her family still lives
  • She enjoys traveling, particularly through Southern Europe
  • She is a passionate fan of the Las Vegas Raiders

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • IL
  • MD
  • ME
  • MT
  • TX
4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

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

Jennifer VandeVoort

Senior Client Associate

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

4600 South Ulster Street
Suite 700
Denver, CO 80237

Email Me

jennifer.vandevoort@ubs.com
Jennifer VandeVoort
4600 South Ulster Street,Denver,CO,80237

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings