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.

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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.

T. Craig Mills

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- FL
- HI
- IA
- IL
- MA
- ME
- MI
- MO
- NH
- NJ
- NM
- NV
- NY
- OR
- TN
- TX
- UT
- VA
- WA
- WV
- WY
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
4600 South Ulster Street
Suite 700
Denver, CO 80237
Joseph J. Mossa

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- DC
- FL
- HI
- IL
- MA
- MN
- MO
- NE
- NH
- NJ
- NM
- NV
- OR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Joe has more than 35 years of financial services experience. He joined UBS in 2001 after serving with distinction as a Financial Advisor for Prudential Securities for many years. Joe has extensive investment experience, and a history of excellent client service. The time he spends learning about and getting to know his clients affords him the opportunity to better determine their individual goals and investment objectives enabling him to deliver quality service and customer satisfaction.
- Wealth Advisor
4600 South Ulster Street
Suite 700
Denver, CO 80237
Liam Ryan

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- 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.

Prior to joining the team, Liam held several roles within UBS. He began his career in a 2 year rotational analyst program before joining the Capital Markets solutions team, which focused on building out trading solutions for UHNW clients. Most recently, Liam joins Highline from the firm’s Portfolio Advisory Group where he delivered asset allocation and implementation advice to the firm’s largest clients and prospects.

Liam’s firm experience allows him to leverage various resources across the firm to provide the best service to clients.
4600 South Ulster Street
Suite 700
Denver, CO 80237
Jennifer R. Vande Voort

Client Associate Senior
View bio
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.
4600 South Ulster Street
Suite 700
Denver, CO 80237
Isabelle Mullane

Client Associate
View bio
Isabelle joined Highline Wealth Management in early 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.
4600 South Ulster Street
Suite 700
Denver, CO 80237

T. Craig Mills

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- FL
- HI
- IA
- IL
- MA
- ME
- MI
- MO
- NH
- NJ
- NM
- NV
- NY
- OR
- TN
- TX
- UT
- VA
- WA
- WV
- WY
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
4600 South Ulster Street
Suite 700
Denver, CO 80237
Joseph J. Mossa

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- DC
- FL
- HI
- IL
- MA
- MN
- MO
- NE
- NH
- NJ
- NM
- NV
- OR
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Joe has more than 35 years of financial services experience. He joined UBS in 2001 after serving with distinction as a Financial Advisor for Prudential Securities for many years. Joe has extensive investment experience, and a history of excellent client service. The time he spends learning about and getting to know his clients affords him the opportunity to better determine their individual goals and investment objectives enabling him to deliver quality service and customer satisfaction.
- Wealth Advisor
4600 South Ulster Street
Suite 700
Denver, CO 80237
Liam Ryan

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- 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.

Prior to joining the team, Liam held several roles within UBS. He began his career in a 2 year rotational analyst program before joining the Capital Markets solutions team, which focused on building out trading solutions for UHNW clients. Most recently, Liam joins Highline from the firm’s Portfolio Advisory Group where he delivered asset allocation and implementation advice to the firm’s largest clients and prospects.

Liam’s firm experience allows him to leverage various resources across the firm to provide the best service to clients.
4600 South Ulster Street
Suite 700
Denver, CO 80237
Jennifer R. Vande Voort

Client Associate Senior
View bio
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.
4600 South Ulster Street
Suite 700
Denver, CO 80237
Isabelle Mullane

Client Associate
View bio
Isabelle joined Highline Wealth Management in early 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.
4600 South Ulster Street
Suite 700
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.

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

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UBS is a world-leading wealth manager

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Financial planning and beyond

Pursuing your goals together

T. Craig Mills

Joseph J. Mossa

Liam Ryan

Jennifer R. Vande Voort

Isabelle Mullane

T. Craig Mills

Joseph J. Mossa

Liam Ryan

Jennifer R. Vande Voort

Isabelle Mullane

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Defining your priorities. Pursuing what matters.

UBS and Credit Suisse—stronger than ever

Wealth, from your point of view

Retirement readiness

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

Insights

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