Lasting relationships

Understanding what matters most to you

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Start the conversation

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.

Arthur Polner

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- IL
- MA
- MI
- MO
- MS
- NJ
- NM
- NY
- OR
- PA
- SC
- TN
- UT
- VA
- WA
- WV
- WY
Our clients are able to sleep at night knowing that Arthur has been through many turbulent markets. There is a feeling of assurance knowing that Arthur personally makes many of the portfolio management decisions. Arthur uses UBS Wealth Way to help his clients focus on their future needs and goals with anticipation rather than apprehension.

Arthur holds a Juris Doctor (J.D.) which indicates Arthur's ability to comprehend complex investment and planning concepts. Arthur received both his undergraduate and law degrees from Georgetown University, Washington, D.C.

Arthur and Anita are avid Georgetown Hoya basketball fans. They met as undergraduates in 1973 and married in 1978. Their first date was a stock picking seminar in Washington, D.C. They work and live in the foothills of Boulder with their Chesapeake Bay Retriever B.B. and rescue pup E.Z. Arthur and Anita are both foodies and love to cook. They ski, hike and ride bikes in the beautiful Colorado outdoors.

CA Insurance License #0C46277
- Georgetown University, Undergraduate
- Georgetown University, Law degree
- Senior Portfolio Manager
- Wealth Advisor
1801 13th Street
Suite 100
Boulder, CO 80302
Michael Crotty

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- 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 understands the intricacies of Multi-Generation Family Financial Consulting. He grew up under the guidance of his father, who was a Financial Advisor at Merrill Lynch. Michael learned the importance of consulting to families, rather than just their wealth. Michael officially began his financial career in 1995 at Fidelity Investments. Michael joined his father at Merrill Lynch in 2000, taking over the leadership of the Crotty Group in 2005. Mike worked at Morgan Stanley starting in 2009, then joined UBS in 2021. He enjoys helping 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, 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 trips 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 R. Mowry

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- MA
- MD
- MI
- 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, fundamental 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, their daughters Ella James and Elizabeth, and their Golden Retriever pup Waylon. John and Emily are always looking forward to their next adventure.
- Belmont University, B.A. in Business Administration
1801 13th Street
Suite 100
Boulder, CO 80302
Annika Lee, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MO
- MS
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Annika is a CERTIFIED FINANCAL PLANNER™ professional, having pursued this designation to combine her love of finance with a desire to help others. Her goal is to build trusted relationships with clients, taking the time to listen and understand their specific circumstances and values. She is experienced in helping clients navigate such topics as risk management, retirement planning, estate planning, cash flow management, and investment planning.

Originally from Maryland, Annika received her B.S. in Business Administration and Finance from the University of Florida. Before joining UBS, she worked as an Investment Specialist and Financial Advisor with Merrill Lynch in Florida as well as a Senior Registered Client Service Associate at Morgan Stanley.

Annika and her husband Bryce moved to Colorado in 2021 from Jacksonville, FL drawn by the chance to pursue their love of hiking, camping and all things outdoors. She enjoys traveling, cooking, and is an avid reader; she can often be found cuddled up with her cats Dagny & Flynn, her dogs Odin & Murphy, and a good book, or spending time with friends and family.
- University of Florida, B.S. Business Administration, Finance
- CERTIFIED FINANCIAL PLANNER™
1801 13th Street
Suite 100
Boulder, CO 80302
Laura I. Kurtz

Senior Client Associate
View bio
- AZ
- AZ
- CA
- CA
- CO
- CO
- CT
- CT
- DC
- DC
- FL
- FL
- IL
- IL
- MA
- MA
- MI
- MI
- MS
- MS
- NJ
- NJ
- NM
- NM
- NY
- NY
- OR
- OR
- SC
- SC
- TN
- TN
- UT
- UT
- WA
- WA
- WY
- WY
As the team's client service expert, Laura is focused on anticipating client needs, providing solutions, and delivering proactive concierge-level services tailored to our clients' individual wealth management situations. With over 20 years of experience working with clients in the financial services industry, she strives to resolves complex issues quickly and build and maintain genuine relationships 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 yoga, 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 three cats: Meow, Boxtop and Punkin.
1801 13th Street
Suite 100
Boulder, CO 80302
Caroline Steiger

Authorized Officer

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- NC
- NJ
- NY
- OR
- PA
- SC
- TN
- UT
- WA
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 husband 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.
2107 Route 34
Wall, NJ 07719

Arthur Polner

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- IL
- MA
- MI
- MO
- MS
- NJ
- NM
- NY
- OR
- PA
- SC
- TN
- UT
- VA
- WA
- WV
- WY
Our clients are able to sleep at night knowing that Arthur has been through many turbulent markets. There is a feeling of assurance knowing that Arthur personally makes many of the portfolio management decisions. Arthur uses UBS Wealth Way to help his clients focus on their future needs and goals with anticipation rather than apprehension.

Arthur holds a Juris Doctor (J.D.) which indicates Arthur's ability to comprehend complex investment and planning concepts. Arthur received both his undergraduate and law degrees from Georgetown University, Washington, D.C.

Arthur and Anita are avid Georgetown Hoya basketball fans. They met as undergraduates in 1973 and married in 1978. Their first date was a stock picking seminar in Washington, D.C. They work and live in the foothills of Boulder with their Chesapeake Bay Retriever B.B. and rescue pup E.Z. Arthur and Anita are both foodies and love to cook. They ski, hike and ride bikes in the beautiful Colorado outdoors.

CA Insurance License #0C46277
- Georgetown University, Undergraduate
- Georgetown University, Law degree
- Senior Portfolio Manager
- Wealth Advisor
1801 13th Street
Suite 100
Boulder, CO 80302
Michael Crotty

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- 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 understands the intricacies of Multi-Generation Family Financial Consulting. He grew up under the guidance of his father, who was a Financial Advisor at Merrill Lynch. Michael learned the importance of consulting to families, rather than just their wealth. Michael officially began his financial career in 1995 at Fidelity Investments. Michael joined his father at Merrill Lynch in 2000, taking over the leadership of the Crotty Group in 2005. Mike worked at Morgan Stanley starting in 2009, then joined UBS in 2021. He enjoys helping 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, 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 trips 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 R. Mowry

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- MA
- MD
- MI
- 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, fundamental 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, their daughters Ella James and Elizabeth, and their Golden Retriever pup Waylon. John and Emily are always looking forward to their next adventure.
- Belmont University, B.A. in Business Administration
1801 13th Street
Suite 100
Boulder, CO 80302
Annika Lee, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MO
- MS
- NC
- NH
- NJ
- NM
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Annika is a CERTIFIED FINANCAL PLANNER™ professional, having pursued this designation to combine her love of finance with a desire to help others. Her goal is to build trusted relationships with clients, taking the time to listen and understand their specific circumstances and values. She is experienced in helping clients navigate such topics as risk management, retirement planning, estate planning, cash flow management, and investment planning.

Originally from Maryland, Annika received her B.S. in Business Administration and Finance from the University of Florida. Before joining UBS, she worked as an Investment Specialist and Financial Advisor with Merrill Lynch in Florida as well as a Senior Registered Client Service Associate at Morgan Stanley.

Annika and her husband Bryce moved to Colorado in 2021 from Jacksonville, FL drawn by the chance to pursue their love of hiking, camping and all things outdoors. She enjoys traveling, cooking, and is an avid reader; she can often be found cuddled up with her cats Dagny & Flynn, her dogs Odin & Murphy, and a good book, or spending time with friends and family.
- University of Florida, B.S. Business Administration, Finance
- CERTIFIED FINANCIAL PLANNER™
1801 13th Street
Suite 100
Boulder, CO 80302
Laura I. Kurtz

Senior Client Associate
View bio
- AZ
- AZ
- CA
- CA
- CO
- CO
- CT
- CT
- DC
- DC
- FL
- FL
- IL
- IL
- MA
- MA
- MI
- MI
- MS
- MS
- NJ
- NJ
- NM
- NM
- NY
- NY
- OR
- OR
- SC
- SC
- TN
- TN
- UT
- UT
- WA
- WA
- WY
- WY
As the team's client service expert, Laura is focused on anticipating client needs, providing solutions, and delivering proactive concierge-level services tailored to our clients' individual wealth management situations. With over 20 years of experience working with clients in the financial services industry, she strives to resolves complex issues quickly and build and maintain genuine relationships 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 yoga, 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 three cats: Meow, Boxtop and Punkin.
1801 13th Street
Suite 100
Boulder, CO 80302
Caroline Steiger

Authorized Officer

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- NC
- NJ
- NY
- OR
- PA
- SC
- TN
- UT
- WA
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 husband 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.
2107 Route 34
Wall, NJ 07719

Insights

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Why does A.I. in space matter?

ElectionWatch: The race, world, and investments

Your lifelong financial plan. UBS Wealth Way

When it comes to achieving your goals, our strategic approach can help you pursue what matters most—for today, tomorrow and for generations to come. Through deeper conversations, including five simple questions, we clarify what you’d like to accomplish and map out solutions for every phase of your life.

_{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Backed by the strength of UBS

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In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Lasting relationships

Pursuing your goals together

Arthur Polner

Michael Crotty

John R. Mowry

Annika Lee, CFP

Laura I. Kurtz

Caroline Steiger

Arthur Polner

Michael Crotty

John R. Mowry

Annika Lee, CFP

Laura I. Kurtz

Caroline Steiger

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Education

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Insights

A focus on personalized access and service

Why does A.I. in space matter?

ElectionWatch: The race, world, and investments

Your lifelong financial plan. UBS Wealth Way

Backed by the strength of UBS

A global leader in wealth management

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