Let's move forward. Together.

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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.

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  • Michael Crotty

    Michael Crotty

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • UT
    • VA
    • WA
    • WV
    • WY

    Michael Crotty clearly understands the intricacies of Multi-Generation Family Financial Consulting. He grew up under the guidance of his father, himself a Financial Advisor at Merrill Lynch. Michael learned the importance of consulting to families, rather than just their wealth. While raised in a financial family, Michael officially began his financial career 27 years ago at Fidelity Investments. His efforts were rewarded with a Vice President title, one of the youngest at the firm. Michael joined his father at Merrill Lynch in 2000, taking over the leadership of the Crotty Group in 2005. For the last 15 years, Mike, a Senior Vice President at Morgan Stanley and Merrill Lynch, has helped clients set and achieve their financial goals through proper planning solutions and investment strategies.

    Michael earned a B. A. in Economics from Dartmouth College, with undergraduate work at Oxford University. He has attended investment management classes at Harvard University and the Financial Leadership Program at the Wharton School at the University of Pennsylvania.

    Mike lives in Lafayette, Colorado with his wife Misty, three children, three dogs and a cat. Together they enjoy the beauty of the Rocky Mountains and summers at the New Jersey Shore. A former collegiate athlete, Mike enjoys any competitive game, especially basketball where he wins more often than not. He’s also very adept at falling off surf boards in the summer and crossing ski tips in the winter. He is an avid reader and loves spending time with his family and friends.

    He is active with the Dartmouth Alumni Association and the Christian Brothers Academy Alumni Association.

          1801 13th Street
          Suite 100
          Boulder, CO 80302
        • John Mowry

          John Mowry

          Senior Wealth Strategy Associate

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • IL
          • MA
          • MD
          • MI
          • MN
          • MO
          • MS
          • NC
          • NH
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • UT
          • VA
          • WA
          • WV
          • WY

          As a research strategist, John uses technical analysis and a comprehensive, detailed approach to provide value for our clients. He has found that using UBS Wealth Way allows him to better understand clients' needs, goals, and risk tolerances.

          John served in the U.S. Marine Corps before obtaining his B.A. in Business Administration from Belmont University. His passion for finance and helping others achieve their financial goals led him to move from Nashville, TN to Boulder, CO and join the Polner Wealth Management Group in November 2014. 

          John is an outdoor enthusiast. He enjoys skiing, rafting, hiking, and camping with his wife Emily and their daughters Ella James and Elizabeth. John and Emily successfully completed their first sprint-distance triathlon in June 2018 and are looking forward to their next adventure.

                1801 13th Street
                Suite 100
                Boulder, CO 80302
              • Caroline Steiger

                Caroline Steiger

                Authorized Officer

                Senior Client Associate

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                • AZ
                • CA
                • CO
                • CT
                • DC
                • FL
                • GA
                • IL
                • MA
                • MD
                • ME
                • MN
                • MO
                • MS
                • NC
                • NH
                • NJ
                • NY
                • OH
                • OR
                • PA
                • SC
                • TN
                • UT
                • VA
                • VT
                • WA
                • WV
                • WY

                Caroline is a Registered Client Associate who has been with UBS since 2013. She has over 15 years experience in the financial services industry and is responsible for all aspects of client service for the Crotty Group.

                Caroline earned a Master’s degree in Counseling at Loyola Marymount in California and a B.S. in Business Administration from the University of Maryland. She holds the Series 7, 10, and 66 licenses.

                Caroline grew up in Spring Lake Heights, NJ and now resides in Wall, NJ with her fiancé and cat.  In between that time, she managed to live in New York City, Los Angeles, and Philadelphia. She loves to travel and has visited over 20 countries.  

                If you had to guess where Caroline is, the top places would be Spring Lake beach, The Stone Pony Summer Stage in Asbury Park for music, or the Pilates studio. Live music and working out are top of the list along with spending time with family and friends.

                      2310 Route 34 Suite 2A
                      Manasquan, NJ 08736
                    • Laura Kurtz

                      Laura Kurtz

                      Senior Client Associate

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                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • FL
                      • IL
                      • MA
                      • MI
                      • MS
                      • NJ
                      • NM
                      • NY
                      • OR
                      • SC
                      • TN
                      • UT
                      • WA
                      • WY

                      Laura specializes in anticipating client needs, providing solutions, and delivering proactive concierge-level services tailored to our clients' individual wealth management situations. With over 17 years of client-focused experience in the financial services industry, she uniquely resolves complex issues quickly and builds and maintains genuine relationships with our clients through enthusiasm, sincerity and attention to details.

                      Laura's professional background includes service in the US Armed Forces and she earned her B.A. in English from SUNY Potsdam, NY.  Laura enjoys crocheting, gardening, hiking and camping in her adopted home state of Colorado. She is a volunteer with the Leukemia and Lymphoma Society and the Louisville Community Food Share. She lives in Golden, CO with her husband John and their two cats, Meow and Boxtop.

                            1801 13th Street
                            Suite 100
                            Boulder, CO 80302
                          Multigenerational planning

                          Multigenerational planning

                          Your lifelong financial plan. UBS Wealth Way

                          Your lifelong financial plan. UBS Wealth Way

                          A team approach

                          A team approach

                          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