The right moves for your financial future

Callaway - Team Photo

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Road

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.

  • Ethan F. Callaway - Profile Photo

    Ethan Callaway

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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

    Your goals should form the basis of nearly all investment and estate planning decisions.  Developing and updating your goals requires deliberate action and Ethan enjoys working with his clients to help them determine an actionable plan that can be tracked together.

    Ethan has been in the financial services industry for 14 years and joined Tim Farrell, a nearly four decade financial advisor, to provide a broad depth team to help serve their clients.  This breadth of knowledge and capabilities coupled with a leading global wealth management firm offers their clients unmatched resources.  Ethan is a Colorado native and primarily works with high net worth individuals and families as well as small business owners.  Each segment has its own unique financial nuances that Ethan enjoys helping his clients navigate. Ethan has earned the designation as an Accredited Portfolio Management Advisor as well as the UBS Wealth Advisor designation.   

    Ethan graduated from the University of Colorado @ Denver.  He and his wife Meghan have a five year old son, a one year old daughter and a two year old chocolate lab.  They enjoy camping, hiking, sports and motorcycles.

    • 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.

    • University of Colorado
      370 17th Street
      Suite 4100
      Denver, CO 80202
      ethan.callaway@ubs.com
      Ethan Callaway
      370 17th Street,Denver,CO,80202
    • Gary A. Cooper - Profile Photo

      Gary A. Cooper

      Managing Director–Wealth Management

      Financial Advisor

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      • 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.

        • 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 - Profile Photo

        Scott T. Taylor

        Senior Vice President–Wealth Management

        Financial Advisor

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        • 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 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.
        • Forbes 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.

          • 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
        • Austin Trevino - Profile Photo

          Austin Trevino

          Vice President–Wealth Management

          Financial Advisor

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          • 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
              austin.trevino@ubs.com
              Austin Trevino
              370 17th Street,Denver,CO,80202
            • Kerry J. Minchow - Profile Photo

              Kerry J. Minchow

              Assistant Vice President

              Investment Associate

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              • CA
              • CO
              • GA
              • MT
              • NJ
              • NY
              • UT
              • WY
              • Joined UBS in 2006
              • More than 38 years experience in the financial services industry
              • Piper Jaffray 2000 – 2006
              • Dain Rauscher 1984 – 1999
              • Focus: Kerry has substantial experience in creating fixed income solutions for clients in analyzing credit risk, duration risk, and interest rate risk for bond portfolios.

                    370 17th Street
                    Suite 4100
                    Denver, CO 80202
                    kerry.j.minchow@ubs.com
                    Kerry J. Minchow
                    370 17th Street,Denver,CO,80202
                  • Rachelle M. Beer - Profile Photo

                    Rachelle Beer

                    Associate Director

                    Team Administrator

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                    • 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.

                      • B.A. in Business Administration - International Business with a Minor in French , Fort Lewis College in Durango, CO
                        370 17th Street
                        Suite 4100
                        Denver, CO 80202
                        rachelle.beer@ubs.com
                        Rachelle Beer
                        370 17th Street,Denver,CO,80202
                      • Geoffrey T. Meyer - Profile Photo

                        Geoffrey T. Meyer

                        Authorized Officer

                        Senior Client Associate

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                        • 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
                              geoffrey.t.meyer@ubs.com
                              Geoffrey T. Meyer
                              370 17th Street,Denver,CO,80202
                            • Diana Studebaker

                              Diana Studebaker

                              Senior Client Associate

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                              • 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
                                    diana.studebaker@ubs.com
                                    Diana Studebaker
                                    370 17th Street,Denver,CO,80202
                                  • Shayna Yallaly

                                    Shayna Yallaly

                                    Client Associate

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                                    • 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
                                          shayna.yallaly@ubs.com
                                          Shayna Yallaly
                                          370 17th Street,Denver,CO,80202

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