Your wealth. For generations.

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Michael’s provided financial guidance & encouragement to successful professionals, families, and business owners for over 25 years. He is enthusiastic about helping clients continue to find financial success while being supportive toward some of life’s challenges; helping children prepare for college or launching their career, navigating aging/ailing parents, divorce, widowhood, new career opportunities, healthcare surprises or selling a business.  Michael’s been married to his wife Hillary 30+ years and they have three adult children.

Credentials & Education ~ Certified Private Wealth Advisor® (CPWA®) ~ University of Chicago Booth School of Business, Chartered Retirement Planning Counselor® (CRPC®) ~ College for Financial Planning, Certified Investment Management Analyst® (CIMA®) ~ Wharton School of Business University of Pennsylvania, Certified Financial Planner® (CFP®) ~ CFP® Board of Standards, B.S. Finance University of Colorado, Denver

• Wealth Advisor
• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®

• AL
• AZ
• CA
• CO
• CT
• DE
• FL
• HI
• IL
• IN
• KS
• MA
• MI
• MN
• MT
• NC
• NE
• NH
• NM
• NV
• NY
• OH
• OK
• SC
• SD
• TX
• UT
• VA
• WA
• 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. He was also a part of the UBS Leadership Team in Colorado for 6 years before joining the RMW Partners team.  Scott is an avid fly fisherman, snowboarder and golfer, an active member of his church, and enjoys volunteering with a few local charities. He and his wife, Betty, have been married for 28 years and have three adult children.

California Insurance License #0H43891

• Boston University, B.S. in Business Administration

• CERTIFIED FINANCIAL PLANNER™
• Wealth Advisor

• AL
• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• MI
• MN
• MO
• MS
• MT
• NC
• NE
• NM
• 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. Through the years Nate has helped clients manage their wealth through good times and bad. Nate joined UBS in 2012 after beginning his wealth management career at Morgan Stanley. With his clients, he emphasizes the importance of financial planning and helps manage both the asset and liability side of their balance sheet.  Nate focuses on helping clients navigate life transitions include sale of a business, death, divorce and retirement.  Nate is also philanthropically minded and enjoys helping clients maximize their charitable giving and impact.

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 triathlon. In the community Nate is actively involved with his church.

California Insurance License #0L78235

• University of Nebraska - Omaha, Bachelor of Science in Public Administration: 2003

• Portfolio Manager
• CERTIFIED FINANCIAL PLANNER™
• Certified Divorce Financial Analyst

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

Dan employs a disciplined planning-based approach helping clients put all their financial pieces together. He has enjoyed coordinating client’s efforts with their CPAs, attorney’s and other professionals to help increase financial peace of mind for over 30 years.  Dan joined UBS in 2008 after fourteen years with Merrill Lynch.  Prior to his time with Merrill Lynch and UBS he spent 19 years with First Interstate Bank of Colorado ending as head of business banking.

Outside the office, Dan’s spent much of his time giving back to the community, having served on the boards for the Rocky Mountain Multiple Sclerosis Center, South Metro Denver Chamber and South Metro Denver Economic Development Group. He is also married with two adult daughters and spends any extra free time either traveling or cycling, usually combining both. Dan has cycled through far off places including Portugal, Spain, Chile, Argentina, France, Italy, Vienna & Prague.

• Chartered Retirement Planning Counselor

• AZ
• CA
• CO
• MA
• 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.

• AZ
• CA
• CO
• NM
• TX

Being with UBS since 2004, Lara realized she has a passion for financial markets and is committed to assisting client achieve their financial goals.  She strives to provide 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 children.  

• Colorado State University, Bachelors of Science