Let's move forward. Together.

Mountain climbers reaching the summit

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.

  • JK

    John Klaasen IV

    Managing Director–Wealth Management

    Financial Advisor

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          Legacy planning
          Estate planning strategies
          Business succession
          Multi-generational families
          Business owners
          4600 South Ulster Street
          Suite 700
          Denver, CO 80237
        • Paul Addo Profile Photo

          Paul K. Addo III, CFA

          First Vice President–Wealth Management

          Financial Advisor

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                Financial planning
                Custom portfolios
                4600 South Ulster Street
                Suite 700
                Denver, CO 80237
              • Rishi Oad Profile Photo

                Rishi Oad, CFA, CFP, CPA

                Associate Director

                Senior Wealth Strategy Associate

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                • AK
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                • CO
                • CT
                • DC
                • DE
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                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
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                • NJ
                • NM
                • NV
                • NY
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                • OR
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                • PR
                • RI
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                      Investing
                      Asset allocation
                      4600 South Ulster Street
                      Suite 700
                      Denver, CO 80237
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                      James Carrington

                      Account Vice President

                      Financial Advisor

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                      • AK
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                      • CA
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                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • HI
                      • IA
                      • ID
                      • IL
                      • IN
                      • KS
                      • KY
                      • LA
                      • MA
                      • MD
                      • ME
                      • MI
                      • MN
                      • MO
                      • MS
                      • MT
                      • NC
                      • ND
                      • NE
                      • NH
                      • NJ
                      • NM
                      • NV
                      • NY
                      • OH
                      • OK
                      • OR
                      • PA
                      • PR
                      • RI
                      • SC
                      • SD
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                      • UT
                      • VA
                      • VI
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                            4600 South Ulster Street
                            Suite 700
                            Denver, CO 80237
                          • Angela Doud Profile Photo

                            Angela Doud

                            Team Administrator

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                            • AK
                            • AL
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                            • CA
                            • CO
                            • CT
                            • DC
                            • DE
                            • FL
                            • GA
                            • HI
                            • IA
                            • ID
                            • IL
                            • IN
                            • KS
                            • KY
                            • LA
                            • MA
                            • MD
                            • ME
                            • MI
                            • MN
                            • MO
                            • MS
                            • MT
                            • NC
                            • ND
                            • NE
                            • NH
                            • NJ
                            • NM
                            • NV
                            • NY
                            • OH
                            • OK
                            • OR
                            • PA
                            • PR
                            • RI
                            • SC
                            • SD
                            • TN
                            • TX
                            • UT
                            • VA
                            • VI
                            • VT
                            • WA
                            • WI
                            • WV
                            • WY

                                  4600 South Ulster Street
                                  Suite 700
                                  Denver, CO 80237
                                • Erika Clum Profile Photo

                                  Erika Clum

                                  Client Associate

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                                  • AK
                                  • AL
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                                  • CA
                                  • CO
                                  • CT
                                  • DC
                                  • DE
                                  • FL
                                  • GA
                                  • HI
                                  • IA
                                  • ID
                                  • IL
                                  • IN
                                  • KS
                                  • KY
                                  • LA
                                  • MA
                                  • MD
                                  • ME
                                  • MI
                                  • MN
                                  • MO
                                  • MS
                                  • MT
                                  • NC
                                  • ND
                                  • NE
                                  • NH
                                  • NJ
                                  • NM
                                  • NV
                                  • NY
                                  • OH
                                  • OK
                                  • OR
                                  • PA
                                  • PR
                                  • RI
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                                  • TN
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                                  • UT
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                                  • VT
                                  • WA
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                                  • WY

                                        4600 South Ulster Street
                                        Suite 700
                                        Denver, CO 80237
                                      • Melissa Lilly, CEPA, CTFA

                                        Director

                                        Wealth Planning Strategist

                                        Current role and areas of expertise

                                        Melissa is a Wealth Planning Strategist for the Central and East Divisions. In this capacity,
                                        Melissa is responsible for providing Financial Advisors and their high net worth clients with
                                        unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced
                                        financial planner, she provides expertise in the following areas:

                                        - Estate and multi-generational planning
                                        - Retirement income and cash flow analysis
                                        - Business continuity and succession planning
                                        - Retirement plans and employee benefits
                                        - Risk and liability management planning
                                        - Charitable giving strategies
                                        - Executive compensation and benefit strategies

                                        Professional history

                                        Melissa joins the Wealth Planning Strategist team after serving as a UBS Financial Advisor where
                                        she worked with the Exit Planning and Wealth Consulting Group. Prior to joining UBS, Melissa was a
                                        Wealth Advisor and Trust Officer with IBERIABANK, providing estate and financial planning advice to
                                        high net worth clients. Melissa's background is in estate planning law. She practiced law in
                                        California prior to moving to New Orleans in 2009.


                                        Education and personal information

                                        Melissa has a Juris Doctor from University of California, Davis and a Bachelor of Arts in English
                                        from the University of Colorado at Boulder. Melissa holds her Series 7 and Series 66 securities
                                        licenses, as well and life and health insurance licenses. She is a Certified Exit Planning Advisor
                                        (CEPA) and a Certified Trust and Financial Advisor (CTFA).

                                        Melissa and her husband live in New Orleans with their daughter and three dogs. She enjoys spending
                                        time with her family and in the outdoors running and swimming.
                                      • Bill Majewski

                                        Director

                                        Senior Wealth Management Banker

                                      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

                                      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

                                      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.

                                      Retirement planning

                                      Retirement planning

                                      Multigenerational planning

                                      Multigenerational planning

                                      Goals-based planning

                                      Goals-based 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.