Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Plans

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.

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    T. Craig Mills

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • HI
    • IA
    • IL
    • MA
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV
    • WY

    Craig Mills is a Senior Vice President–Wealth Management and one of a select group of UBS Financial Advisors who hold the prestigious Wealth Advisor designation. With deep expertise in money management, estate planning, and business sales, Craig delivers tailored financial solutions to individuals, corporations, and nonprofit organizations.

    As a partner of Highline Wealth Management, Craig works closely with his team to develop and execute strategic trading plans, including those compliant with SEC Rule 10b5-1. Highline Wealth Management also offer a variety of diversification strategies for clients with concentrated stock positions. Craig is a designated Corporate Stock Benefits Consultant and provides specialized guidance on corporate stock benefit plans. Highline Wealth Management currently oversees more than $550 million in assets under management.

    Craig is also deeply committed to giving back to his community. He has held board chair roles with the Dumb Friends League, Animal Assistance Foundation, and Denver Kids, and has served in leadership capacities with the Denver Children’s Foundation and Tennyson Center. Additionally, Craig and his family have volunteered in Haiti with Friends for Health in Haiti, helping to launch a sustainable agricultural initiative.

    • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • James Madison College at Michigan State University, B.A. in Liberal Arts and Economics
    • Corporate Stock Benefit Consultant
    • Wealth Advisor
    4600 South Ulster Street
    Suite 700
    Denver, CO 80237
    HighlineWM@ubs.com
    T. Craig Mills
    4600 South Ulster Street,Denver,CO,80237
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    Scott Winter

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • AZ
    • CA
    • CA
    • CO
    • CO
    • FL
    • FL
    • HI
    • HI
    • IL
    • IL
    • MA
    • MA
    • MI
    • MI
    • MN
    • MN
    • MO
    • MO
    • MT
    • MT
    • NC
    • NC
    • NH
    • NH
    • NJ
    • NJ
    • NM
    • NM
    • NV
    • NV
    • NY
    • NY
    • OH
    • OH
    • OR
    • OR
    • PA
    • PA
    • SC
    • SD
    • SD
    • TN
    • TN
    • TX
    • TX
    • UT
    • UT
    • VA
    • VA
    • WA
    • WA
    • WV
    • WV
    • WY
    • WY
    • Proud father to Aiden, Colten, & Ruby
    • Sports enthusiast
    • Avid Golfer
    • Rutgers University, BS

      • Rutgers University, B.S Business
        4600 South Ulster Street
        Suite 700
        Denver, CO 80237
        scott.winter@ubs.com,scott.winter@ubs.com
        Scott Winter
        4600 South Ulster Street,Denver,CO,80237,4600 South Ulster Street,Denver,CO,80237
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        Liam Ryan, CFP®

        Associate Director

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • HI
        • ID
        • IL
        • ME
        • MI
        • MO
        • MT
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WV
        • WY

        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.

          • College of Holy Cross , B.A, Economics
          • CERTIFIED FINANCIAL PLANNER®
          4600 South Ulster Street
          Suite 700
          Denver, CO 80237
          liam.ryan@ubs.com
          Liam Ryan, CFP®
          4600 South Ulster Street,Denver,CO,80237
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          Isabelle Mullane

          Registered Client Associate

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          • AZ
          • CA
          • CO
          • FL
          • HI
          • IL
          • MA
          • MI
          • MN
          • MO
          • MT
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WV

          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.

                4600 South Ulster Street
                Suite 700
                Denver, CO 80237
                isabelle.mullane@ubs.com
                Isabelle Mullane
                4600 South Ulster Street,Denver,CO,80237
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                Alexis Chick

                Client Associate

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                • CO

                Lexie joined Highline Wealth Management in April of 2025 as a Client Service Associate. Before UBS, Lexie worked as a financial planning analyst and investment specialist. She graduated from the University of Arkansas with a BSBA in Marketing and decided to move to Colorado in 2022 with her Golden Retriever. Lexie's favorite part of working in this role is the opportunity to get to connect with clients. She got married in February of 2025 and outside of work enjoys reading, fitness, serving at her church, cooking, and all things beauty. She holds her SIE, Series 7, Series 63

                      4600 South Ulster Street
                      Suite 700
                      Denver, CO 80237
                      alexis.chick@ubs.com
                      Alexis Chick
                      4600 South Ulster Street,Denver,CO,80237

                    Defining your priorities. Pursuing what matters.

                    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                    A leading global wealth manager

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                    Retirement plan services

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                    Wealth transfer across generations

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                    Tariffs, volatility and your portfolio

                    Are you ready?

                    In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                    We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $6 trn

                    UBS Group invested assets
                    As of 12/31/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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