Lasting relationships

Understanding what matters most to you

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

Executive Director

Market Executive
View bio
- 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
- 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
Betsy Beck

Executive / Team Assistant
View bio
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
Lindsey Langhans

Authorized Officer

Market Administrative Officer
View bio
- 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

Director

Market Supervisory Officer
View bio
- 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

Director

Market Administrative Officer
View bio
- 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

Director

Associate Market Executive
View bio
- 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

Associate Director

Branch Operations Manager
View bio
- 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

Mitch Markley

Executive Director

Market Executive
View bio
- 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
- 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
Betsy Beck

Executive / Team Assistant
View bio
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
Lindsey Langhans

Authorized Officer

Market Administrative Officer
View bio
- 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

Director

Market Supervisory Officer
View bio
- 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

Director

Market Administrative Officer
View bio
- 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

Director

Associate Market Executive
View bio
- 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

Associate Director

Branch Operations Manager
View bio
- 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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships

Pursuing your goals together

Mitch Markley

Betsy Beck

Lindsey Langhans

Erin Zuckerman

Laurie Hayden

Barton Helfet

Phillip Brenneman