Let's move forward. Together.

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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    • AZ
    • CA
    • CO
    • DE
    • FL
    • ID
    • IL
    • IN
    • MA
    • MI
    • MT
    • NV
    • NY
    • SC
    • 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 Oad Profile Photo

          Rishi Oad, CFA, CFP, CPA

          Associate Director

          Senior Wealth Strategy Associate

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          • AZ
          • CA
          • CO
          • DE
          • FL
          • ID
          • IL
          • IN
          • MA
          • MI
          • MT
          • NV
          • NY
          • 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
              • Angela Doud Profile Photo

                Angela Doud

                Team Administrator

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                • AZ
                • CA
                • CO
                • DE
                • FL
                • ID
                • IL
                • IN
                • MA
                • MI
                • MT
                • NV
                • NY
                • 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 Clum Profile Photo

                      Erika Clum

                      Client Associate

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                      • AZ
                      • CA
                      • CO
                      • DE
                      • FL
                      • ID
                      • IL
                      • IN
                      • MA
                      • MI
                      • MT
                      • NV
                      • NY
                      • 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
                          • 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

                            Bill Majewski

                            NMLS #947868

                            Senior Wealth Management Banker, UBS Bank USA

                            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 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, 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

                          $5.8+ trn

                          UBS Group invested assets
                          As of 03/31/2024

                          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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                          UBS and Credit Suisse—stronger than ever

                          Goals-based planning

                          Goals-based planning

                          Insights

                          Global Wealth Report 2024

                          Crafted wealth intelligence

                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                          Gain additional insights into the trends shaping wealth in the US and around the world.

                          Download the report