Financial planning and beyond

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Craig is one of a small number of UBS Financial Advisors who have earned the designation of
Wealth Advisor. Craig is eminently qualified to provide highly personalized wealth management
services to his clients.  As Senior Vice President–Wealth Management, Craig leverages his knowledge of and experience with money management strategies, estate planning strategies and the sale of closely held businesses to provide his clients with an in depth range of financial solutions. Most recent accomplishments include the management and implementation of a directed share program during the initial public offering of a Denver-based corporation.

Additionally, Craig and Highline Wealth Management have helped coordinate trading strategies pursuant to SEC Rule 10b5-1 and have coordinated other diversification strategies involving concentrated positions. Craig is knowledgeable about corporate stock benefits and plans and is a designated corporate stock benefits consultant. Highline Wealth Management currently manages more than $250 million for individuals, corporations and nonprofit organizations.

• James Madison College at Michigan State University, B.A. in Liberal Arts and Economics

• Corporate Stock Benefit Consultant
• Wealth Advisor

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Scott earned his Bachelor’s degree in Business from Rutgers University in New Brunswick, New Jersey. He then started his professional career working for Madison Square Garden in New York City focusing on corporate relationships with the Knicks and Rangers. In 2013, family brought Scott back to Colorado where he was raised.  He began working in the financial services industry at U.S. Bank focusing on banking needs for wealthy families and business owners.  In 2015, Scott joined Morgan Stanley as a Financial Advisor.  In the eight years he was at Morgan Stanley, he built a business focused on helping wealthy individuals and families navigate their financial situations.  In 2023, Scott moved his practice to UBS to allow him to maintain the boutique and customized practice his clients have come to appreciate.  Scott now lives in Aurora with his wife and their three children. When not working, Scott can typically be found at one of his children’s activities or on a golf course or ski slope.

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Liam is the Senior Wealth Strategy Associate for Highline Wealth Management. In his role, Liam is responsible for analyzing portfolios, developing customized investment solutions for clients, and most importantly delivering exceptional service to clients. 

Liam has held roles in several business areas within UBS prior to joining the team, including the firm’s Chief Investment office, Capital Markets division, and UHNW portfolio advice segment.  Liam’s firm experience allows him to leverage various resources across the firm to provide the best service to clients.

Liam has his BA in Economics from College of the Holy Cross in Worcester, MA.  He is a CERTIFIED FINANCIAL PLANNER™ practitioner, obtaining his license with Northwestern University.  In his free time, Liam can be found skiing, playing acoustic guitar, and travelling with his fiancé.

• CERTIFIED FINANCIAL PLANNER®

Jennifer is a Senior Client Associate who began her career at Meridian Investment Management in 1991 where she was an Administrative Assistant. She joined UBS Financial Services, Inc. in 1999.  Over the past 32 years in the financial services industry, Jennifer has taken pride in providing comprehensive client service and having intimate knowledge of the operational aspects of the business, which translates into a superior client experience.

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Isabelle joined Highline Wealth Management in 2022 as a Client Service Associate. She has previous experience working as an Administrative Assistant and client support in the medical field. Isabelle values building relationships with clients and helping them meet their needs. She strives to deliver excellent client service. Isabelle grew up in Western Massachusetts and moved to Colorado in 2021. She holds her Series 7 and 66 licenses.

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Katie joined UBS in 2021 as a Wealth Strategy Associate.  Previously, she was with Rockefeller Capital Management. While at Rockefeller, she was a Vice President responsible for the daily operations involving ultra-high net worth clients. Katie obtained a B.B.A. in risk management and insurance from the Terry College of Business at the University of Georgia. She holds her Series 7 and Series 66 licenses.