Maurice began his career in 1989, and since then has helped clients manage their wealth through good times and bad.  He joined UBS in 1991 after 3 years at Merrill Lynch. As one of the top Financial Advisors at UBS, Maurice uses careful assessment, solid planning and supervision, as well as a tailored product mix to address the unique issues faced by each of his clients.

In his quest to provide the best service and guidance for his clients, Maurice completed courses to achieve the Certified Investment Management Analyst Designation ,CIMA®, in 2006 from Wharton School of Business at the University of Pennsylvania.  Additionally, he is one of a select few UBS Financial Services' Senior Portfolio Managers.

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

Mark began his career in the industry and with UBS in 1995 after spending 15 years working for prime government defense subcontractors, reporting to the Department of Energy .  As part of the UBS Corporate Employee Financial Services Program, Mark is a Corporate Stock Benefit Consultant and specializes in helping corporate executives, business owners and other professionals  manage their personal finances as well as their professional financial lives.  With his extensive knowledge of corporate employee stock benefit plans, Mark is able to help clients through portfolio allocation, estate planning and retirement planning. 

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

Paul joined UBS in 2015 after 14 years with Merrill Lynch and Morgan Stanley.  He earned the Certified Investment Management Analyst designation (CIMA) in 2004.  Paul worked in the insurance industry with ING Institutional Markets, helping manage a fixed income spread based portfolio. 

Paul holds a Bachelor's degree in Finance from the University of Denver and currently lives in Denver, Colorado.  He enjoys playing golf, skiing and spending time with his wife Denise, and his two children Kyle and Kiana. 

Registered States:
AK, AZ, CA, CO, FL, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, 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 TM .  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 moved to Colorado in 2008 from the state of Mississippi to earn her MBA in finance and accounting at Regis University. She lives in Highlands Ranch with her husband and four children.  

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

Mark Joined UBS in 2015 after 11 years with Merrill Lynch and Morgan Stanley.  Prior to working in Financial Services, Mark worked 23 years as a national sales manager with Pentax Camera a major photographic manufacturer. 

Mark holds a Bachelor's degree in Finance from the University of Colorado and currently lives in Denver, Colorado with his wife Barbara.  Outside the office, he enjoys golf and fly fishing.  

Registered States:
AZ, CA, CO, FL, IL, MT, NC, NM, NY, WA

Dawnell started her financial career in trading in 1983 working in over-the- counter, institutional and wholesale trading firms. She 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, and in 2012 she earned the designation of Senior Registered Client Associate for her exemplary work.

Dawnell is a native of Colorado, and attended Colorado State University in Fort Collins, CO. She has three boys- Cody, Carson, and Conner and spends much of her free time with them and their various scholastic and sport endeavors, as well as developing her golf game.

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

Christi has been working in the financial industry for over 25 years.  She joined UBS in November 2015 after leaving Merrill Lynch after 18 years.  Christi is an intricate part of the team and loves working closely with clients and building new relationships.  She has held many different roles throughout her career in the financial industry. 

She has two grown boys, James and Josh.  She loves spending time with her boys and traveling.

Registered States:
CO

Carter was born and raised in Charlotte, North Carolina.  She has previously worked int he mutual fund industry at Vanguard and Dimensional Fund Advisors.  Carter graduated from the University of South Carolina with a degree in Finance and a minor in Spanish.

Carter has a passion for financial education and empowering individuals for financial success.  She lives in Denver where she moved in August.  She has a love for yoga and trips to the mountains. 

Registered States:
AZ, CA, CO, FL, KS, MA, MI, NC, NH, NJ, NY, PA, TX, WI