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.

  • T. Craig Mills - Profile Photo

    T. Craig Mills

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • HI
    • IA
    • IL
    • MA
    • ME
    • MI
    • MO
    • NC
    • 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
    • Liam Ryan

      Liam Ryan

      Associate Director

      Senior Wealth Strategy Associate

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • HI
      • ID
      • IL
      • MA
      • ME
      • MI
      • MO
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OR
      • PA
      • 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. 

      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 - Profile Photo

            Jennifer R. Vande Voort

            Senior Client Associate

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              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

                    Isabelle Mullane

                    Client Associate

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                    • AZ
                    • CA
                    • CO
                    • FL
                    • HI
                    • IA
                    • ID
                    • IL
                    • MA
                    • ME
                    • MI
                    • MO
                    • NH
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OR
                    • TN
                    • TX
                    • UT
                    • VA
                    • WA
                    • WV
                    • WY

                    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.

                        Tree

                        UBS and Credit Suisse—stronger than ever

                        Wealth, from your point of view

                        Retirement Couple

                        Retirement readiness

                        Managing wealth is our craft

                        We’re committed to understanding what wealth means for you.

                        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $5+ trillion

                        In invested assets globally 
                        As of 11/07/2023

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

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