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
    • OH
    • 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, 2022The 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.

    • University of Colorado
      370 17th Street
      Suite 4100
      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
      • 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 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
        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, 2022The 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.

        • Private Wealth Advisor
        370 17th Street
        Suite 4100
        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
        • 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 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, 2022The 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.

          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Retirement Plans Specialist℠
          • Wealth Advisor
          370 17th Street
          Suite 4100
          Denver, CO 80202
        • Austin Trevino - Profile Photo

          Austin Trevino

          Account Vice President

          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
          • 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
          • 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.

                370 17th Street
                Suite 4100
                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
                    • Rachelle M. Beer - Profile Photo

                      Rachelle Beer

                      Authorized Officer

                      Team Administrator

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                      • AZ
                      • CA
                      • CO
                      • FL
                      • ID
                      • 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

                        The circular economy: What is it?

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager