Let's move forward. Together.

Mountain climbers reaching the summit

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

mountain climbers

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Michael L. Cope - Profile Photo

    Michael L. "Mike" Cope, CIMA

    Senior Vice President–Wealth Management

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    Mike began his career in one of the equity market’s most tumultuous months on record—and over the years he has helped clients manage their wealth throughout good times and bad. Mike joined UBS in 2014 after 25 years at Merrill Lynch.
     
    Mike's primary responsibilities include all aspects of Wealth Management including asset allocation, portfolio manager selection and evaluating alternative investments.

    Mike is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.  He received his BS from Kent State University, his M.B.A. from Case Western Reserve University and he obtained the CIMA designation from the Wharton School in 2006.

    Mike and his wife live in Littleton, CO and are proud parents of three adult sons.  In his free time, he enjoys golf and travel.

      • Kent State University, BS
      • Case Western Reserve University, M.B.A.
      • Certified Investment Management Analyst®
      205 N Detroit Street
      5th Floor
      Denver, CO 80206
    • William G. Marcoux - Profile Photo

      William Marcoux

      Senior Vice President–Wealth Management

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      Bill began his career as a bank executive in 1988.  He joined UBS in 2014 after 16 years at Merrill Lynch.  Over the years Bill has helped clients manage their wealth throughout some of the most volatile times on record.
       
      Bill's primary responsibilities include all aspects of Wealth Management including financial strategies, evaluating estate planning solutions, financial planning and lending alternatives.

      Bill is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.  He received his BS from Colorado State University, his M.B.A. and M.S. in Finance from the University of Colorado.  Bill obtained the CFP certification awarded by the Certified Financial Planner Board of Standards, Inc. in 2000, the CIMA designation from the Wharton School in 2004 and the CRPC designation in 2007.

      Bill lives in Lakewood, CO and is a loving father of two children.  In his free time, he enjoys bicycling and skiing.

        • Colorado State University, BS
        • University of Colorado, M.B.A. and M.S. in Finance
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        • Chartered Retirement Planning Counselor℠
        205 N Detroit Street
        5th Floor
        Denver, CO 80206
      • Tara Gignac - Profile Photo

        Tara Gignac

        Wealth Strategy Associate

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        • PA
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        • VT
        • WA
        • WY

        Tara began her career in 2007, and has gained experience with several firms. She joined UBS in 2016 and joined The Cope Marcoux Group in 2018.

        Tara is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, accident, and health insurance and variable annuities. She received her BA in Linguistics from The University of Maryland.

        She and her husband live in Denver, CO. In her free time, she enjoys gardening and travels extensively.

          • The University of Maryland, BA in Linguistics
            205 N Detroit Street
            5th Floor
            Denver, CO 80206
          • Karen Ann Powers - Profile Photo

            Karen Ann Powers

            Senior Client Associate

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            Karen joined the group as a Senior Registered Client Associated in 2020. She has 16 years of experience in the financial services industry, working for firms including Morgan Stanley as well as UBS in Cincinnati. She holds both the Series 7 & 63 licenses. Karen, her husband Sam, and their Labrador, moved to Colorado from Ohio to enjoy the lifestyle of Colorado. They are outdoor enthusiasts and avid hikers, looking forward to tackling all of the 14ers.

                  205 N Detroit Street
                  5th Floor
                  Denver, CO 80206

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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