How will we work together?

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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®

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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

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• LA
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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

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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℠

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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.

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Being with UBS since 2004, Lara realized she has a passion for financial markets and is committed to assisting client achieve their financial goals.  Her primary focus is providing exceptional personalized client service by delivering the full range of our finest products and solutions.  She is a 4th generation native of Colorado with strong roots to Colorado's farming and ranching communities.  Lara graduated in 1998 with a Bachelors of Science degree from CSU Fort Collins.  She lives in the Colorado Springs area with her husband, Vince, and their three young children.  

• Colorado State University, Bachelors of Science: 1998