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
- 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 21 years of experience in the financial services industry
- JP Morgan, Private Client Advisor, 2000-2001
- Certified Public Accountant, PricewaterhouseCoopers LLC, 1992-2000
- Financial Times 400 Top Financial Advisers, 2020
- Barron’s Top 1,200 Financial Advisors, 2022, 2021, 2020
- Forbes/SHOOK Best-In-State Wealth Advisor, 2022, 2021
- Forbes/SHOOK Best-in-State Teams 2023
- 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
  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, 2024The 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, 2024The 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
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
- 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 16 years of experience in the financial services industry
- Forbes/SHOOK Top Next-Gen Wealth Advisors, 2021, 2020, 2018, 2017
- Forbes/SHOOK Best-in-State Wealth Advisors, 2022, 2021
- Forbes/SHOOK Best-in-State Teams 2023
- Focus: Scott concentrates on the analysis, financial planning, investment strategy, investment due diligence, and overall asset allocation of client portfolios.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2024The 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.
- 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
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
- 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 16 years of experience in the financial services industry
- Janus Capital Group 2008-2013
- Forbes America's Top Next-Generation Wealth Advisors 2021, 2020
- Forbes/SHOOK Best-in-State Wealth Advisors, 2022, 2021
- Forbes/SHOOK Best-in-State Teams 2023
- 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 between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2024The 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
Austin E. Trevino

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
- 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
- Forbes/SHOOK Best-in-State Teams 2023
- Focus: Austin concentrates on the analysis, financial planning, investment strategy, investment due diligence, and overall asset allocation of client portfolios.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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
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 15 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
Geoffrey T. Meyer

Authorized Officer

Senior Client Associate
View bio
- AK
- AZ
- CA
- CO
- FL
- TX
A.A. Graphic Design, Platt College
- Joined UBS in 2006
- More than 19 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

Diana L. Studebaker

Senior Client Associate
View bio
- CO
- More than 38 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
Shayna Yallaly

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 2 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

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
- 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 21 years of experience in the financial services industry
- JP Morgan, Private Client Advisor, 2000-2001
- Certified Public Accountant, PricewaterhouseCoopers LLC, 1992-2000
- Financial Times 400 Top Financial Advisers, 2020
- Barron’s Top 1,200 Financial Advisors, 2022, 2021, 2020
- Forbes/SHOOK Best-In-State Wealth Advisor, 2022, 2021
- Forbes/SHOOK Best-in-State Teams 2023
- 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
  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, 2024The 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, 2024The 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
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
- 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 16 years of experience in the financial services industry
- Forbes/SHOOK Top Next-Gen Wealth Advisors, 2021, 2020, 2018, 2017
- Forbes/SHOOK Best-in-State Wealth Advisors, 2022, 2021
- Forbes/SHOOK Best-in-State Teams 2023
- Focus: Scott concentrates on the analysis, financial planning, investment strategy, investment due diligence, and overall asset allocation of client portfolios.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2024The 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.
- 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
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
- 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 16 years of experience in the financial services industry
- Janus Capital Group 2008-2013
- Forbes America's Top Next-Generation Wealth Advisors 2021, 2020
- Forbes/SHOOK Best-in-State Wealth Advisors, 2022, 2021
- Forbes/SHOOK Best-in-State Teams 2023
- 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 between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2024The 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
Austin E. Trevino

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
- 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
- Forbes/SHOOK Best-in-State Teams 2023
- Focus: Austin concentrates on the analysis, financial planning, investment strategy, investment due diligence, and overall asset allocation of client portfolios.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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
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 15 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
Geoffrey T. Meyer

Authorized Officer

Senior Client Associate
View bio
- AK
- AZ
- CA
- CO
- FL
- TX
A.A. Graphic Design, Platt College
- Joined UBS in 2006
- More than 19 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
Diana L. Studebaker

Senior Client Associate
View bio
- CO
- More than 38 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
Shayna Yallaly

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 2 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

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Insight-based advice

Pursuing your goals together

Gary A. Cooper

Scott T. Taylor

Ethan F. Callaway

Austin E. Trevino

Rachelle M. Beer

Geoffrey T. Meyer

Diana L. Studebaker

Shayna Yallaly

Gary A. Cooper

Scott T. Taylor

Ethan F. Callaway

Austin E. Trevino

Rachelle M. Beer

Geoffrey T. Meyer

Diana L. Studebaker

Shayna Yallaly

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