Experience

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.

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.

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.

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.

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.