Insight-based advice

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.

Gary A. Cooper

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
B.S. in Accounting, Loyola Marymount University, Los Angeles
- Joined UBS in 2001
- More than 25 years of experience in the financial services industry
- JP Morgan, Private Client Advisor, 2000-2001
- Certified Public Accountant, PricewaterhouseCoopers LLC, 1992-2000
- Focus: Gary maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.
- Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Loyola Marymount University, Los Angeles, B.S. in Accounting
- Senior Portfolio Manager
- Private Wealth Advisor
370 17th Street
Suite 4100
Denver, CO 80202

gary.cooper@ubs.com

Gary A. Cooper

370 17th Street,Denver,CO,80202
Scott T. Taylor

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
B.S. in Business Management, Montana State University, Billings
- Joined UBS in 2006
- More than 19 years of experience in the financial services industry
- CFP®, CRPS
- Focus: Scott maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Montana State University, Billings, B.S. in Business Management
- CERTIFIED FINANCIAL PLANNER
- Chartered Retirement Plans Specialist
- Wealth Advisor
370 17th Street
Suite 4100
Denver, CO 80202

scott.t.taylor@ubs.com

Scott T. Taylor

370 17th Street,Denver,CO,80202
Ethan F. Callaway

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
B.S. in Communication, Minor in Business, University of Colorado at Denver
- Joined UBS in 2013
- More than 19 years of experience in the financial services industry
- Janus Capital Group 2008-2013
- Focus: Ethan maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Wealth Advisor
370 17th Street
Suite 4100
Denver, CO 80202

ethan.callaway@ubs.com

Ethan F. Callaway

370 17th Street,Denver,CO,80202
Austin E. Trevino

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Master of Business Administration, Oklahoma State University

B.S. in Business Management, United States Air Force Academy
- Joined UBS in 2017
- More than 8 years of experience in the financial services industry
- CFP®
- Focus: Austin maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
370 17th Street
Suite 4100
Denver, CO 80202

austin.trevino@ubs.com

Austin E. Trevino

370 17th Street,Denver,CO,80202
Mark B. Luiz

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
B.S. Business & Marketing, Regis University Colorado Springs
• Joined UBS in 1996
• Paine Webber / UBS Financial Services Inc 1996 - Present
• More than 33 years of experience in the financial services industry
• Dean Witter Reynolds 1992 - 1996
• Focus: Mark maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
370 17th Street
Suite 4100
Denver, CO 80202

mark.luiz@ubs.com

Mark B. Luiz

370 17th Street,Denver,CO,80202
Rachelle M. Beer

Associate Director

Team Administrator
View bio
- AZ
- CA
- CO
- FL
- ID
- NC
- TX
B.A. in International Business, Fort Lewis College, Durango
- Re-joined UBS in 2012
- More than 18 years of experience in the financial services industry
- Charles Schwab & Co. 2010 – 2012
- Bellco Credit Union 2009 – 2010
- UBS Financial Services 2007 – 2009
- Focus: Rachelle is responsible for client communications, administrative services, as well as providing operational support to the team.
- Fort Lewis College, Durango, B.A. in International Business
370 17th Street
Suite 4100
Denver, CO 80202

rachelle.beer@ubs.com

Rachelle M. Beer

370 17th Street,Denver,CO,80202

Geoffrey T. Meyer

Authorized Officer

Senior Client Associate
View bio
- AZ
- CA
- CO
- FL
- TX
A.A. Graphic Design, Platt College
- Joined UBS in 2006
- More than 22 years of experience in the financial services industry
- Piper Jaffray 2003 – 2006
- Focus: Geoffrey is responsible for client communications, administrative services, as well as providing technology structure to the team.
370 17th Street
Suite 4100
Denver, CO 80202

geoffrey.t.meyer@ubs.com

Geoffrey T. Meyer

370 17th Street,Denver,CO,80202
Diana L. Studebaker

Senior Registered Client Associate
View bio
- CO
- More than 41 years experience in the financial services industry
- Re-joined UBS in 2022
- RW Baird 2010 – 2022
- Smith Barney 2004 – 2010
- PaineWebber / UBS 1987 – 2004
- JC Bradford 1984 – 1987
- Series 7, 9, 10, 63
- Focus: Diana is responsible for client communications, administrative services, as well as providing operational support to the team.
370 17th Street
Suite 4100
Denver, CO 80202

diana.studebaker@ubs.com

Diana L. Studebaker

370 17th Street,Denver,CO,80202
Shayna Yallaly

Registered Client Associate
View bio
- AZ
- CA
- CO
- FL
- ID
- TX
B.A. in Finance, Minor in Chinese, Loyola Marymount University, Los Angeles
- Joined UBS in 2022
- More than 5 years of experience in the financial services industry
- Focus: Shayna is responsible for client communications, administrative services, financial planning services, as well as providing operational support to the team.
370 17th Street
Suite 4100
Denver, CO 80202

shayna.yallaly@ubs.com

Shayna Yallaly

370 17th Street,Denver,CO,80202
Riley Baker

Client Associate
View bio
M.S in Business Analytics, University of Denver

B.S. in Business Administration Management, University of Denver
- Joined UBS in 2025
- Focus: Riley is responsible for client communications, administrative services, as well as providing operational support to the team.
370 17th Street
Suite 4100
Denver, CO 80202

riley.baker@ubs.com

Riley Baker

370 17th Street,Denver,CO,80202

Gary A. Cooper

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
B.S. in Accounting, Loyola Marymount University, Los Angeles
- Joined UBS in 2001
- More than 25 years of experience in the financial services industry
- JP Morgan, Private Client Advisor, 2000-2001
- Certified Public Accountant, PricewaterhouseCoopers LLC, 1992-2000
- Focus: Gary maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.
- Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Loyola Marymount University, Los Angeles, B.S. in Accounting
- Senior Portfolio Manager
- Private Wealth Advisor
370 17th Street
Suite 4100
Denver, CO 80202

gary.cooper@ubs.com

Gary A. Cooper

370 17th Street,Denver,CO,80202
Scott T. Taylor

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
B.S. in Business Management, Montana State University, Billings
- Joined UBS in 2006
- More than 19 years of experience in the financial services industry
- CFP®, CRPS
- Focus: Scott maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Montana State University, Billings, B.S. in Business Management
- CERTIFIED FINANCIAL PLANNER
- Chartered Retirement Plans Specialist
- Wealth Advisor
370 17th Street
Suite 4100
Denver, CO 80202

scott.t.taylor@ubs.com

Scott T. Taylor

370 17th Street,Denver,CO,80202
Ethan F. Callaway

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
B.S. in Communication, Minor in Business, University of Colorado at Denver
- Joined UBS in 2013
- More than 19 years of experience in the financial services industry
- Janus Capital Group 2008-2013
- Focus: Ethan maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Wealth Advisor
370 17th Street
Suite 4100
Denver, CO 80202

ethan.callaway@ubs.com

Ethan F. Callaway

370 17th Street,Denver,CO,80202
Austin E. Trevino

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Master of Business Administration, Oklahoma State University

B.S. in Business Management, United States Air Force Academy
- Joined UBS in 2017
- More than 8 years of experience in the financial services industry
- CFP®
- Focus: Austin maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
370 17th Street
Suite 4100
Denver, CO 80202

austin.trevino@ubs.com

Austin E. Trevino

370 17th Street,Denver,CO,80202
Mark B. Luiz

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
B.S. Business & Marketing, Regis University Colorado Springs
• Joined UBS in 1996
• Paine Webber / UBS Financial Services Inc 1996 - Present
• More than 33 years of experience in the financial services industry
• Dean Witter Reynolds 1992 - 1996
• Focus: Mark maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
370 17th Street
Suite 4100
Denver, CO 80202

mark.luiz@ubs.com

Mark B. Luiz

370 17th Street,Denver,CO,80202
Rachelle M. Beer

Associate Director

Team Administrator
View bio
- AZ
- CA
- CO
- FL
- ID
- NC
- TX
B.A. in International Business, Fort Lewis College, Durango
- Re-joined UBS in 2012
- More than 18 years of experience in the financial services industry
- Charles Schwab & Co. 2010 – 2012
- Bellco Credit Union 2009 – 2010
- UBS Financial Services 2007 – 2009
- Focus: Rachelle is responsible for client communications, administrative services, as well as providing operational support to the team.
- Fort Lewis College, Durango, B.A. in International Business
370 17th Street
Suite 4100
Denver, CO 80202

rachelle.beer@ubs.com

Rachelle M. Beer

370 17th Street,Denver,CO,80202
Geoffrey T. Meyer

Authorized Officer

Senior Client Associate
View bio
- AZ
- CA
- CO
- FL
- TX
A.A. Graphic Design, Platt College
- Joined UBS in 2006
- More than 22 years of experience in the financial services industry
- Piper Jaffray 2003 – 2006
- Focus: Geoffrey is responsible for client communications, administrative services, as well as providing technology structure to the team.
370 17th Street
Suite 4100
Denver, CO 80202

geoffrey.t.meyer@ubs.com

Geoffrey T. Meyer

370 17th Street,Denver,CO,80202
Diana L. Studebaker

Senior Registered Client Associate
View bio
- CO
- More than 41 years experience in the financial services industry
- Re-joined UBS in 2022
- RW Baird 2010 – 2022
- Smith Barney 2004 – 2010
- PaineWebber / UBS 1987 – 2004
- JC Bradford 1984 – 1987
- Series 7, 9, 10, 63
- Focus: Diana is responsible for client communications, administrative services, as well as providing operational support to the team.
370 17th Street
Suite 4100
Denver, CO 80202

diana.studebaker@ubs.com

Diana L. Studebaker

370 17th Street,Denver,CO,80202
Shayna Yallaly

Registered Client Associate
View bio
- AZ
- CA
- CO
- FL
- ID
- TX
B.A. in Finance, Minor in Chinese, Loyola Marymount University, Los Angeles
- Joined UBS in 2022
- More than 5 years of experience in the financial services industry
- Focus: Shayna is responsible for client communications, administrative services, financial planning services, as well as providing operational support to the team.
370 17th Street
Suite 4100
Denver, CO 80202

shayna.yallaly@ubs.com

Shayna Yallaly

370 17th Street,Denver,CO,80202
Riley Baker

Client Associate
View bio
M.S in Business Analytics, University of Denver

B.S. in Business Administration Management, University of Denver
- Joined UBS in 2025
- Focus: Riley is responsible for client communications, administrative services, as well as providing operational support to the team.
370 17th Street
Suite 4100
Denver, CO 80202

riley.baker@ubs.com

Riley Baker

370 17th Street,Denver,CO,80202

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

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insight-based advice

Pursuing your goals together

Gary A. Cooper

Scott T. Taylor

Ethan F. Callaway

Austin E. Trevino

Mark B. Luiz

Rachelle M. Beer

Geoffrey T. Meyer

Diana L. Studebaker

Shayna Yallaly

Riley Baker