Experience

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.

• Proud father to Aiden, Colten, & Ruby
• Sports enthusiast
• Avid Golfer
• Rutgers University, BS

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.

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.