Mo specializes in the total wealth management of individuals & families with a net worth between 5 and 75 million dollars, and has done so since 1988. He is a CIMA® designate and most recently one of Barron's Top 1,000 Advisors. He is also one of a select few managers for UBS' Senior Portfolio Management Program, allowing him to invest and manage portfolios on a discretionary basis. Through careful assessment, solid planning, and an individually tailored strategy, Mo addresses the unique issues his clients face as they progress toward their goals.

Registered States:
AK, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

After 14 years of experience supporting National Defense efforts for a U.S. Government prime contractor, Mark joined UBS Financial Services in 1995. One of his business efforts is to focus on Executive Corporate Benefit Plans including Stock Option Financing, Employee Stock Purchase Plans, Cash Management, and Deferred Compensation. As the head of our team's corporate arm, Mark is part of a select group of Tier 1 Advisors within UBS' Corporate Employee Financial Services. This qualifies Mark and the team to engage and service the list of Fortune 500 Companies and their executive population.

Registered States:
AK, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

Karalee began her career in finance at Morgan Stanley in 2009. She joined UBS in 2014 and brings an invaluable perspective to clients as a Certified Financial Planner™. Having worked with many of the firm's top clients, Karalee specializes in comprehensive wealth management. Through goals analysis and cash flow planning, Karalee is able to deliver to clients the most effective wealth management plan to meet their objectives. 

Karalee is a native to Mississippi where she received her Bachelor's degree from Mississippi College. After moving to Colorado in 2008, she earned her Master's Degree in Business Finance from Regis University. Outside of the office, Karalee and her family are involved in charity organizations that center around health care and education. Being the daughter of a missionary, Karalee traveled to many third world countries as a child helping to bring medical and educational resources to rural areas.

Registered States:
AK, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

Dawnell joined UBS in 2001 as a Registered Client Service Associate, and has been an integral part of the Nissim Lembeck Wealth Management Group ever since. Dawnell is extremely experienced in the administration of business practices within the financial services industry, having worked in several capacities for over 26 years. Dawnell started her financial career in trading, working in over-the-counter, institutional and wholesale trading firms. She is a native of Colorado, and attended Colorado State University in Fort Collins, CO.

Registered States:
AK, AZ, CA, CO, FL, ID, IL, KS, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, SC, TN, TX, UT, VA, WA, WI, WY