Lasting relationships

Understanding what matters most to you

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Mitch Markley

    Mitch Markley

    Executive Director

    Market Executive

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • HI
    • ID
    • IN
    • KS
    • MA
    • MD
    • ME
    • MI
    • MT
    • NE
    • NH
    • NJ
    • NM
    • NV
    • OK
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • VI
    • VT

    Mitch has been in the Wealth Management industry for 15 years serving roles in both Leadership and as an Advisor. In 2011 after 7 years as a Financial Advisor with Morgan Stanley in Denver Mitch transitioned to be the Business Development Manager for Colorado, Utah and New Mexico. In 2015, he was promoted to Branch Manager in La Jolla, California. During his tenure in California Mitch built out the Private Wealth Management and Graystone Consulting businesses in the San Diego market. In 2018 Mitch’s responsibilities expanded to include all North San Diego county for Morgan Stanley.


    Mitch is a proud native of Colorado. He was born in Greeley, attended High School in Arvada and received his degree from the University of Colorado at Boulder. Mitch and his wife Lindsey have a son and daughter. He and Lindsey are both avid golfers when not chasing around their kids.

          mitchell.markley@ubs.com
          Mitch Markley
        • Lindsay Langhans

          Lindsey Langhans

          Authorized Officer

          Market Administrative Officer

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          • CO

          Lindsey graduated from the University of Wyoming in 2013 with a bachelor's degree in Political Science. She started her career in financial services with JPMorgan Chase as a Private Client Banker. After five years in banking, Lindsey transitioned to an RIA as a Portfolio Manager. In 2019, she joined UBS as a Client Service Associate. She holds her Series 7, 65, 63, 6, 9 and 10 and insurance licenses. Lindsey now serves as the Market Administrative Manager.
          She has five year old twins, Benjamin and Hayden Jane. She is an avid runner and enjoys being outdoors.

                4600 South Ulster Street
                Suite 700
                Denver, CO 80237
                lindsey.miller@ubs.com
                Lindsey Langhans
                4600 South Ulster Street,Denver,CO,80237
              • Erin Zuckerman

                Erin Zuckerman

                Director

                Associate Market Executive

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                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                Erin joined UBS in August of 2022 after 14 years with Merrill Lynch. She was the Senior Market Supervision Manager of the SD Financial Center Complex, managing multiple New York City branch offices. Erin is the Market Supervisory Officer for the Rockies Market.  Erin, her husband, Justin, and their son, Stone, enjoy snowboarding, hiking, and all the outdoor activities Colorado has to offer.

                      4600 South Ulster Street
                      Suite 700
                      Denver, CO 80237
                      erin.zuckerman@ubs.com
                      Erin Zuckerman
                      4600 South Ulster Street,Denver,CO,80237
                    • Laurie Hayden

                      Laurie Hayden

                      Director

                      Market Administrative Officer

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                      • AK
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • HI
                      • IA
                      • ID
                      • IL
                      • IN
                      • KS
                      • KY
                      • LA
                      • MA
                      • MD
                      • ME
                      • MI
                      • MN
                      • MO
                      • MS
                      • MT
                      • NC
                      • ND
                      • NE
                      • NH
                      • NJ
                      • NM
                      • NV
                      • NY
                      • OK
                      • OR
                      • PA
                      • SC
                      • SD
                      • TN
                      • TX
                      • UT
                      • VA
                      • VT
                      • WA
                      • WI
                      • WV
                      • WY

                      Laurie serves as the Director of Client Experience for the Rockies Market. She started her career at Boettcher and Company holding various roles in compliance, institutional sales and margin before joining PaineWebber (now UBS) in 1991. She has worked in many different aspects of the business at UBS including CSA, Executive Team Assistant, Operations and Compliance Management. Laurie currently holds her 7, 63, 66, 8 and Colorado Insurance License. She is married and has two children. She enjoys gardening and spending time with her family and two dogs.

                            4600 South Ulster Street
                            Suite 700
                            Denver, CO 80237
                            laurene.hayden@ubs.com
                            Laurie Hayden
                            4600 South Ulster Street,Denver,CO,80237
                          • Barton Helfet

                            Barton Helfet

                            Director

                            Associate Market Executive

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                            • AR
                            • AZ
                            • CA
                            • CO
                            • CT
                            • FL
                            • ID
                            • KS
                            • MA
                            • MT
                            • NM
                            • NV
                            • NY
                            • TN
                            • TX
                            • UT

                                  205 N Detroit Street
                                  5th Floor
                                  Denver, CO 80206
                                  barton.helfet@ubs.com
                                  Barton Helfet
                                  205 N Detroit Street,Denver,CO,80206
                                • Phillip Brenneman

                                  Phillip Brenneman

                                  Associate Director

                                  Branch Operations Manager

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                                  • AZ
                                  • CA
                                  • CO
                                  • ID
                                  • NM
                                  • NV
                                  • TX
                                  • UT

                                        6101 S. Broadway
                                        Suite 510
                                        Tyler, TX 75703
                                        phil.brenneman@ubs.com
                                        Phillip Brenneman
                                        6101 S. Broadway,Tyler,TX,75703
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                                      Turn possibilities into a plan

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                                      A leading global wealth manager

                                      Texas

                                      Texas flood relief

                                      Support and resources

                                      Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                                      Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                                      The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

                                      A leader in wealth management

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                                      $6 trn

                                      UBS Group invested assets
                                      As of 12/31/2024

                                      51 countries

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                                      UBS is a leading and truly global wealth manager

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