Our team of professionals have decades of cumulative experience and are ready to help you meet your financial goals.

Matt Keller, CFP®

Wealth Advisor | Partner | CEO

505.856.5600

505.856.7000

Matt serves UAS Wealth Advisors as Chief Executive Officer and is the champion of the firm’s Wealth Management Consultative Process. Matt joined UAS Wealth Advisors in 2002 after working eight years in the information technology...

Read more

Kirk Hudson, MBA, CFA

Wealth Advisor | Partner | CFO

505.856.5600

505.856.7000

Kirk joined UAS Wealth Advisors in 1999 and presently serves as Chief Financial Officer and Chairman of the Investment Committee. His responsibilities include directing investment policy, overseeing client portfolios, and managing the...

Read more

Austin McDaniel, MBA, CFA, CFP®

Wealth Advisor | Partner | CIO

505.856.5600

505.856.7000

Austin serves as UAS' Chief Investment Officer. He is a New Mexico native, raised in Farmington, NM and aged in Albuquerque, NM. He started with UAS in 2005, and has over 14 years of experience advising families with financial...

Read more

Joseph Kopczynski

Founder

505.856.5600

505.856.7000

Joe is the founder of UAS. He is nationally recognized as one of the premier advisors to affluent families, corporate executives and professionals throughout the world. Worth Magazine chose Joe as one of the “top 200 most trusted...

Read more

Kathryn Johnson

Operations Manager

505.856.5600

505.856.7000

Kathy serves as the Operations Manager for UAS Wealth Advisors. She works tirelessly to deliver an exceptional experience -- whether on-boarding a new client, fulfilling a client cashiering request, or developing & implementing better...

Read more

Taylor Gallegos

Financial Planning Analyst

505.856.5600

505.856.7000

Taylor serves UAS Wealth Advisors in the role of Financial Planning Analyst. She graduated from the University of New Mexico in May 2020 with a degree in Economics and a minor in Statistics. Native to New Mexico, Taylor is passionate...

Read more

Paula Calhoun

QuickBooks Pro Advisor - Supervisor of Client Bookkeeping & Administrator of Human Resources

505.856.5600

505.856.7000

Paula oversees our Client Accounting Services and manages all of the Human Resources for UAS. Paula brings over 29 years of solid accounting experience, with expertise in payroll and payroll tax reporting. She has an extensive working...

Read more

Bocian Daily

Operations Support | Admin Assist.

505.856.5600

505.856.7000

Bocian Daily "Bo" joined UAS Wealth Advisors in 2020. Her can-do attitude, customer service experience and high standards, make her a great addition. Bo assists with client communication, front office management, operations support,...

Read more