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Build a plan for the future you envision

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In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you'd like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.

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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.

  • Michael V. Robben - Profile Photo

    Michael V. Robben, CFP, CIMA, CRPC, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • HI
    • IL
    • IN
    • KS
    • MA
    • MI
    • MN
    • NC
    • ND
    • NE
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Michael’s provided financial encouragement to active professionals, families, divorcees, widows and business owners for nearly 25 years.  His clients tend to be hyper-focused on demands of running a business, careers, working toward retirement, time with family or even a little spare time toward hobbies.  They seek to trust someone to help confidentially guard & steward their wealth plan.  By design, Michael limits the number of clients we work with to provide a higher degree of personalized service, time and attention.  His greatest satisfaction comes from learning about his client’s lives, successes, challenges and concerns while sharing his experience(s) to identify opportunities or avoid common costly pitfalls.

    A lifelong learner, he has several advanced industry designations, reflecting his ability/comfort with developing specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth.  He’s earned the Certified Investment Management Analyst (CIMA®) certification through the Wharton School of Business - University of Pennsylvania, Chartered Retirement Planning Counselor (CRPC®) through the College for Financial Planning, Certified Financial Planner (CFP®) through the CFP® Board of Standards and most recently obtained his Certified Private Wealth Advisor (CPWA®) accreditation through the University of Chicago Booth School of Business.

    When not working, Michael enjoys staying mentally and physically fit.  He enjoys reading, lifting weights, golfing, mountain biking, hiking or any new challenging activity.  Michael’s top personal priority is being supportive to his wife Hillary and their three children’s life experiences: college, careers, relationships and sports.

        • Wealth Advisor
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        4600 South Ulster Street
        Suite 700
        Denver, CO 80237
      • Scott G. Wilson - Profile Photo

        Scott G. Wilson, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • HI
        • IL
        • IN
        • KS
        • MA
        • MI
        • MN
        • MO
        • MT
        • NC
        • ND
        • NE
        • NH
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • SC
        • SD
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV
        • WY

        Scott began his wealth management career in 2003. He is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the UBS Wealth Advisor program. He holds a B.S. in Business Administration from Boston University, where he also pitched for the Terrier baseball team. Scott was an Army officer for 12 years and is an Operation Iraqi Freedom veteran. He held various roles at GE Capital prior to becoming a financial advisor. Scott is an avid fly fisherman, snowboarder and golfer, and enjoys volunteering with a few local charities. He and his wife, Betty, have been married for 27 years and have three children.

         

        California Insurance License #0H43891

          • Boston University, B.S. in Business Administration
          • CERTIFIED FINANCIAL PLANNER™
          • Wealth Advisor
          4600 South Ulster Street
          Suite 700
          Denver, CO 80237
        • Nathan J. Matthews - Profile Photo

          Nathan J. Matthews, CFP, CDFA

          First Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NE
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
          • WV
          • WY

          Nate began his career in financial services during his senior year at the University of Nebraska-Omaha. Nate's focus is to "Simplify the Complex" through helping make the often complex and difficult world of finance simple and easier to understand. Over the past decade he has helped clients manage their wealth through good times and bad. Nate joined UBS in 2012 after almost three years at Morgan Stanley, and prior tenure at Northshore Financial Group. With his clients, he emphasizes the importance of financial planning and helps manage both the asset and liability side of their balance sheet. Nate is philanthropically minded and enjoys helping clients maximize their charitable giving and impact.

          A division of his practice helps clients navigate life transitions including death of a loved one, divorce and retirement.

          Nate and his wife Tiffany reside in Parker, CO with their seven children. He enjoys an active lifestyle and has participated in many endurance cycling and triathlon events, and has completed a marathon and half-Ironman. In the community Nate is actively involved with his church and has organized group volunteer efforts to the Denver Rescue Mission.

           

          California Insurance License #0L78235

            • University of Nebraska - Omaha, Bachelor of Science in Public Administration: 2003
            • Portfolio Manager
            • CERTIFIED FINANCIAL PLANNER™
            • Certified Divorce Financial Analyst
            4600 South Ulster Street
            Suite 700
            Denver, CO 80237
          • DanGreenResize1

            Daniel Lewis "Dan" Green, CRPC

            Vice President–Wealth Management

            Financial Advisor

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            • AZ
            • CA
            • CO
            • DE
            • IL
            • MI
            • TX
            • WA
            • WY

            Dan likes to describe his financial planning practice as "helping you put it all together". His disciplined consultative approach is extremely valuable to the oil and gas executive as well as the high net worth individual and public company executive that needs to coordinate all planning aspects with their CPA and Attorney.  This approach is also very helpful if you experience a life transition, such as the loss of a spouse.  Dan has worked closely with widows to help them navigate an unclear future to give them an understanding of their financial assets while building a financial plan to secure their future and give them peace of mind.  

            Dan has more than 30 years of experience providing financial and wealth management advice and services. Dan joined UBS in 2008 after 14  years as a Wealth Management Advisor at Merrill Lynch.  Dan also brings more than 19 years of banking experience, including serving as the head of business banking for First Interstate Bank of Colorado.

            Dan has passionately served his community and views life as "givers" and "takers" and he wants to be a "giver". Dan served as a board member for the Rocky Mountain Multiple Sclerosis Center, Director and Treasurer for the South Metro Denver Chamber, and Chairman of the South Metro Denver Economic Development Group.  Most recently Dan could be found serving breakfast at the Denver Rescue Mission.  Dan is engaged to be married and a father of two beautiful daughters who have graduated from college and are now pursuing their own careers.  Dan has cycled much of the world, including Portugal, Spain, Chile, Argentina, France, Italy and Vienna to Prague. Dan's most recent travels have taken him to New Zealand and Vietnam.  Needless to say, Dan is a world traveler and enjoys experiencing different cultures, sampling the food and trying different wines.

                • Chartered Retirement Planning Counselor℠
                10375 Park Meadows Drive
                Suite 400
                Lone Tree, CO 80124
              • Amber M. Miller - Profile Photo

                Amber M. Miller

                Senior Client Associate

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                • AR
                • AZ
                • CA
                • CO
                • MA
                • NJ
                • NM
                • VA
                • WA
                • WV

                Amber is a Senior Registered Client Services Associate with over 20 years experience in the financial services industry.  She started with Merrill Lynch in 1996 and moved to UBS in 2008.  Amber is also a Client Service Associate trainer, participating and supporting several UBS initiatives.  She leads the client and team operational and administrative efforts, and specifically focuses on helping clients stay connected with their UBS accounts

                Amber is married with two children and enjoys spending her free time at any lake when given the chance...if not a local reservoir, then preferably anchored somewhere in Lake Powell.

                      4600 South Ulster Street
                      Suite 700
                      Denver, CO 80237

                    The circular economy: What is it?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational 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.

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                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

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