Let's move forward. Together.

KG Team Pic 2024

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.

  • John HS 2024

    John Klaasen IV

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DE
    • ID
    • MA
    • MI
    • MT
    • NV
    • TX
    • UT
    • WY

          Legacy planning
          Estate planning strategies
          Business succession
          Multi-generational families
          Business owners
          4600 South Ulster Street
          Suite 700
          Denver, CO 80237
          john.klaasen@ubs.com
          John Klaasen IV
          4600 South Ulster Street,Denver,CO,80237
        • Rishi HS 2024

          Rishi Oad, CFA, CFP, CPA

          Director

          Senior Wealth Strategy Associate

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          • AZ
          • CA
          • CO
          • DE
          • ID
          • MA
          • MI
          • MT
          • NV
          • TX
          • UT
          • WY

                Investing
                Asset allocation
                4600 South Ulster Street
                Suite 700
                Denver, CO 80237
                rishi.oad@ubs.com
                Rishi Oad, CFA, CFP, CPA
                4600 South Ulster Street,Denver,CO,80237
              • Angie HS 2024

                Angela Doud

                Team Administrator

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                • AZ
                • CA
                • CO
                • DE
                • ID
                • MA
                • MI
                • MT
                • NV
                • TX
                • UT
                • WY

                      4600 South Ulster Street
                      Suite 700
                      Denver, CO 80237
                      angela.doud@ubs.com
                      Angela Doud
                      4600 South Ulster Street,Denver,CO,80237
                    • Erika 2024

                      Erika Clum

                      Registered Client Associate

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                      • AZ
                      • CA
                      • CO
                      • DE
                      • ID
                      • MA
                      • MI
                      • MT
                      • NV
                      • TX
                      • UT
                      • WY

                            4600 South Ulster Street
                            Suite 700
                            Denver, CO 80237
                            erika.clum@ubs.com
                            Erika Clum
                            4600 South Ulster Street,Denver,CO,80237
                          • Erin HS 2024

                            Erin Hohnstein

                            Wealth Strategy Associate

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                            • AZ
                            • CA
                            • CO
                            • DE
                            • ID
                            • MA
                            • MI
                            • MT
                            • NV
                            • TX
                            • UT
                            • WY

                                  4600 South Ulster Street
                                  Suite 700
                                  Denver, CO 80237
                                  erin.hohnstein@ubs.com
                                  Erin Hohnstein
                                  4600 South Ulster Street,Denver,CO,80237
                                • Melissa Lilly, CEPA, CTFA

                                  Executive Director

                                  Wealth Planning Strategist

                                • Bill

                                  Bill Majewski

                                  NMLS #800454

                                  Senior Wealth Management Banker, UBS Bank USA, N.A.

                                  Current role and areas of expertise

                                  Bill joined UBS Bank USA in November 2011 and he is currently a Senior Wealth Management Banker covering the Rockies Market in Colorado and the Desert Market in Utah.

                                  Bill has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

                                  Professional history

                                  Bill has over 20 years of experience in finance and lending.  In addition to his role with UBS, Bill has past experience in business & commercial banking, securities backed lending, residential appraisal, real estate broker and wealth management.

                                  Education and professional licenses

                                  In Bill’s role as Senior Wealth Management Banker his NMLS# 800454. He holds his permissive Series 7, 63 and 66 securities licenses. He also received a MBA Finance from San Diego State University and a BA in Sociology from University of California Los Angeles. 

                                  Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA N.A., Member FDIC, NMLS No. 947868. Equal Housing Lender.

                                Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

                                Four people meeting in glass office

                                A leader in wealth management

                                Backed by the strength of our parent company, UBS AG

                                $7 trn

                                UBS Group invested assets
                                As of 12/31/2025

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a leading and truly global wealth manager

                                Private Wealth Management

                                As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

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                                A leading global wealth manager

                                Woman with architectural plans

                                A plan to simplify your financial life

                                Insights

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                                Clarity in a rapidly changing world

                                We’re here to help guide you through uncertain times

                                Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

                                Let’s create a path together so you can move forward with confidence, no matter what comes next.

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