Financial planning and beyond

The Mossa Group - Team Photo

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.

Plans

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.

  • T. Craig Mills - Profile Photo

    Thomas Mills

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • HI
    • IA
    • IL
    • MA
    • ME
    • MI
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OR
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV
    • WY

    Craig is one of a small number of UBS Financial Advisors who have earned the designation of
    Wealth Advisor. Craig is eminently qualified to provide highly personalized wealth management
    services to his clients.  As Senior Vice President–Wealth Management, Craig leverages his knowledge of and experience with money management strategies, estate planning strategies and the sale of closely held businesses to provide his clients with an in depth range of financial solutions. Most recent accomplishments include the management and implementation of a directed share program during the initial public offering of a Denver-based
    corporation. Additionally, Craig and the Mossa Group have helped coordinate trading strategies pursuant to SEC Rule 10b5-1 and have coordinated other diversification strategies involving concentrated positions. Craig is knowledgeable about corporate stock benefits and plans and is a designated corporate stock benefits consultant. The Mossa Group currently manages more than $250 million for individuals, corporations and nonprofit organizations.

      • James Madison College at Michigan State University, B.A. in Liberal Arts and Economics
      • Corporate Stock Benefit Consultant
      • Wealth Advisor
      4600 South Ulster Street
      Suite 700
      Denver, CO 80237
    • Joseph J. Mossa - Profile Photo

      Joseph J. Mossa

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • DC
      • FL
      • HI
      • IL
      • MA
      • MN
      • MO
      • MS
      • NC
      • NE
      • NH
      • NJ
      • NM
      • NV
      • OR
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WY

      Joe has more than 35 years of financial services experience.  He joined UBS in 2001 after serving with distinction as a Financial Advisor for Prudential Securities for many years. Joe has extensive investment experience, and a history of excellent client service. The time he spends learning about and getting to know his clients affords him the opportunity to better determine their individual goals and investment objectives enabling him to deliver quality service and customer satisfaction.

          • Wealth Advisor
          4600 South Ulster Street
          Suite 700
          Denver, CO 80237
        • Jennifer R. Vande Voort - Profile Photo

          Jennifer R. Vande Voort

          Senior Client Associate

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            Jennifer is a Senior Client Associate who began her career at Meridian Investment  Management in 1991 where she was an Administrative Assistant.  She joined UBS Financial Services, Inc. in 1991.  Over the past 29 years in the financial services industry, Jennifer has taken pride in providing comprehensive client service and having intimate knowledge of the operational aspects of the business, which translates into a superior client experience.

                  4600 South Ulster Street
                  Suite 700
                  Denver, CO 80237
                • Kelly Fay - Profile Photo

                  Kelly Fay

                  Wealth Strategy Associate

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • FL
                  • HI
                  • IL
                  • MA
                  • ME
                  • MO
                  • NH
                  • NJ
                  • NM
                  • NY
                  • OR
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WV
                  • WY

                  Kelly joined The Mossa Group in 2019 and specializes in working with clients on articulating their wealth and creating strategies to meet their goals.  Kelly has expertise in comprehensive financial planning, estate planning, asset protection strategies, insurance planning, business succession planning, retirement plans, risk and liability management, charitable giving strategies, and executive compensation and corporate stock benefits analysis. Kelly's success largely stems from her enjoyment of developing personal relationships with her clients and helping them and their families reach their goals. She has been exposed to financial services throughout her life as her father is a financial advisor.  Kelly grew up in State College, Pennsylvania, and first moved to Colorado in 2007 to attend the University of Denver.  She is series 7, 63, 65, and insurance licensed.

                        4600 South Ulster Street
                        Suite 700
                        Denver, CO 80237
                      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.

                      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

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