Managing Director–Wealth Management
Senior Portfolio Manager
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.
Recognized as an industry leader:
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 Vice President–Wealth Management
Corporate Stock Benefit Consultant
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.
Recognized as an industry leader:
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 Vice President–Wealth Management
Certified Exit Planning Advisor
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.
Recognized as an industry leader:
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
First Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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
Credentials
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
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.
Recognized as an industry leader:
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
Team Administrator
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.
Education
Client Associate
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.
Client Associate
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.