Understanding Comes from experience

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything we do. We want to learn all we can about you, so we can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.

* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances. 

Gary A. Cooper

Managing Director - Wealth Management
Private Wealth Advisor
Senior Portfolio Manager
Visit my personal page
303-820-5064

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  • Financial Times 400 Top Financial Advisers, 2020
  • Barron’s Top 1,200 Financial Advisors, 2020
  • More than 20years of experience in the financial services industry
  • B.S. in Accounting, Loyola Marymount University, Los Angeles
  • Joined UBS in 2001
  • JP Morgan Private Client Services, Private Client Advisor 2000 – 2001
  • Pricewaterhouse Coopers LLC, Business Assurance Manager 1994 – 2000
  • Certified Public Accountant - CPA


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY

Scott T. Taylor

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)
Wealth Advisor
Visit my personal page
303-820-5108

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  • Forbes/SHOOK Top Next-Gen Wealth Advisors, 2017, 2018, 2020
  • Forbes/SHOOK Next-Gen Best-in-State Wealth Advisors, 2019
  • More than 15 years of experience in the financial services industry
  • B.S. in Business Management, Montana State University, Billings
  • Joined UBS in 2006
  • Financial Advisor Associate
  • Focus: Scott concentrates on portfolio analytics, financial planning, investment due diligence, and overall asset allocation of client portfolios


Registered States:
AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY

Ethan F. Callaway

Senior Vice President - Wealth Management
Financial Advisor
Portfolio Management Program Financial Advisor
Wealth Advisor
303-820-5733

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  • Forbes/SHOOK Top Next-Gen Wealth Advisors 2020
  • Joined UBS in 2013
  • More than 15 years of experience in the financial services industry
  • Janus Capital Group 2008-2013
  • Forbes America's Top Next-Generation Wealth Advisors 2020
  • Focus: Ethan maintains relationships with key clients and provides comprehensive wealth management advice in the areas of investment policies & strategies, retirement planning and wealth transfer strategies.


Registered States:
AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY

Austin Trevino

Financial Advisor
Visit my personal page
303-820-5016

email



  • Joined UBS in 2017
  • Focus: Austin concentrates on the analysis, financial planning, investment strategy, investment due diligence, and overall asset allocation of client portfolios


Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, MI, MN, MS, MT, NE, NM, NV, NY, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY

Rachelle M. Beer

Team Administrator
303-820-5065

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  • More than 13 years of experience in the financial services industry
  • B.A. in International Business, Fort Lewis College, Durango
  • Re-joined UBS in 2012
  • Charles Schwab & Co. 2010 – 2012
  • Bellco Credit Union 2009 – 2010
  • UBS Financial Services 2007 – 2009
  • Series 7, Series 66 Licenses
  • Focus: Rachelle is responsible for client communications, administrative services, as well as providing operational support to the team.


Registered States:
AZ, CA, CO, FL, ID

Geoffrey T. Meyer

Client Service Associate
303-820-5763

email



  • More than 17 years experience in the financial services industry
  • A.A. Graphic Design, Platte College, Denver
  • Joined UBS in 2006
  • Piper Jaffray 2004 – 2006
  • Series 7 License
  • Advanced computer skills & systems knowledge
  • Team coordinator
  • Focus: Geoffrey is responsible for client communications, administrative services, as well as providing operational support & technology structure to the Team

 


Registered States:
CO

Kerry J. Minchow

Assistant Vice President
Investment Associate
303-820-5800

email



  • More than 36 years experience in the financial services industry
  • Joined UBS in 2006
  • Trader for secondary and new issue municipal desks
  • Piper Jaffray 2000 – 2004
  • Dain Rauscher 1984 – 1999
  • Series 7, Series 63 Licenses
  • Focus: Kerry has substantial experience in creating fixed income solutions for clients, based on analyzing credit risk, duration risk, and interest rate risk for bond portfolios


Registered States:
CA, CO, MT, NJ, NM, NY, UT, WY

Sophia M. Phillips

Client Service Associate
303-820-5040

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  • More than 4 years of experience in the financial services industry
  • B.S. in Finance, Lake Forest College
  • Joined UBS in 2019
  • Fidelity Investments 2019
  • Trilogy Financial 2016 - 2019
  • Series 7, Series 63, Series 65, Colorado Health & Life Licenses
  • Focus: Sophia is responsible for client communications, administrative services, as well as providing operational support to the team.

 


Registered States:
CA, CO, ID