Experience

Michael Enz is a Senior Vice President-Wealth Management with UBS. He works directly with high net worth individuals, multigenerational families, businesses, foundations, and endowments. For each of his clients, financial security means something different. Fulfilling their individual vision guides his careful financial planning, investment, and wealth management strategies. He has over 30 years of experience within the wealth management industry.

As a financial professional, Mike prides himself on being a comforting influence on his clients and colleagues. He is an Institutional Consultant and Retirement Plan Specialist with UBS Institutional Consulting Group. His responsibilities include investment policy planning assistance, asset allocation modeling, investment manager evaluation, ongoing consulting and performance reviews. As an Institutional Consultant, he takes the time to fully understand your organization, leadership, employees, and culture. With UBS’s comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can deliver a customized Wealth Management Plan. Talk to Mike about how his experience, resources and industry longevity can contribute to your company's success today and in the future. 

Mike loves to spend time with family and friends. He is the Founding President of the San Benito County Heritage Foundation. A non-profit organization that works to keep the agricultural heritage of San Benito County flourishing. He is passionate about helping the youth of his local community expand their horizons. He holds a private pilot license and often fly's in his free time.

Mike went to college at California Polytechnic State University San Luis Obispo where he earned a B.S. in Business Administration with a Focus in Accounting/Finance.

Mike is looking forward to learning how he can assist you with your needs, wants and goals to earn your confidence, trust and business. 

Melissa has over 19 years of experience in the Financial Services Industry. She has been a member of the Atlas Wealth Management Group for over 4 years. She is committed to delivering an exceptional client service experience, and is responsible for tasks such as daily operational issues. As a financial professional, she prides herself on being a comforting influence on our clients and colleagues, always going above and beyond to help with transparency and integrity. With an attention to detail, she helps the team manage client cash flows and proactively communicates with clients to ensure all of their needs are met. She attended California State University Monterey Bay in 2000 where she majored in Computer Science. Prior to working with UBS she worked in retail where she learned how to effectively communicate with clients. Outside of the office, she keeps busy with her husband and their young daughter. When she is not spending time with her family, you can find her at the local bowling center or traveling to bowling tournaments along the west coast.