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

    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
        • Betsy Beck

          Betsy Beck

          Executive / Team Assistant

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            Betsy joined UBS from Morgan Stanley where she had 12 years of experience as a Complex Administrator in Colorado. Previous to that she had experience in title insurance and education. She holds a BA in Communication and a Masters in Elementary Education. She has two teenage children and enjoys hobbies such as attending concerts, hiking, cooking, reading, skiing and wine tasting.

                  4600 South Ulster Street
                  Suite 700
                  Denver, CO 80237
                  betsy.beck@ubs.com
                  Betsy Beck
                  4600 South Ulster Street,Denver,CO,80237
                • 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

                        Market Supervisory Officer

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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 recently joined UBS 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 recently relocated to Colorado with her husband, Justin, and their son, Stone, to be closer to the mountains. They 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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                              • CO
                              • ID
                              • NM
                              • NV
                              • UT

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

                                                Home Worker TX
                                                Home Worker TX, TX 000
                                                phil.brenneman@ubs.com
                                                Phillip Brenneman
                                                Home Worker TX,Home Worker TX,TX,000
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                                              UBS ElectionWatch

                                              Election day is over. Now what?

                                              Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

                                              Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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