How will we work together?

Build a plan for the future you envision

Lift ascending the mountains

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

AnselNessTeam

Building on a foundation of trust

At Ansel & Ness Advisors, we distinguish ourselves by bringing empathy and education to the wealth management process.  By understanding who you are and what matters most to you, we assist you and your family in navigating the challenges of achieving financial success in a way that aligns with your beliefs and values. Coupled with our dedication to educating our clients through every step of the process and simplifying the complexities, you will gain the confidence to take control of your own financial life. Put simply, we make decisions with you, not for you.

Our shared team vision is to provide our clients with the care and personalized attention of a small firm in tandem with the industry-leading research, technology, and global resources of UBS.  Everything we do is with a focus on deepening our relationship with you and providing a level of service that goes above and beyond the industry standard.  It all begins with asking thoughtful questions and listening intently to your response, which then leads to the generation of a unique financial plan that serves as the roadmap for all decisions we make together with you. This roadmap will guide us through several avenues - college planning, retirement planning, caring for aging parents, protecting those you love, business transitions, transfer of wealth to future generations, and more - ultimately leading to the destination that is your personal and financial success.

  • Scott Ansel

    Scott Ansel

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • NC
    • NE
    • NJ
    • NM
    • NY
    • OK
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    Scott is a Wealth Advisor whose focus is on portfolio management as well as fixed income securities.  He graduated from the University of Colorado at Boulder in 1991 with a bachelor's degree in Finance.  Scott began his career in the financial services industry by specializing in municipal bonds and bond portfolios with Piper Jaffray.  Upon the acquisition of Piper by UBS in 2006, Scott continued working with municipalities, non-profit organizations, as well as families to assist in private banking activities and investment strategies.  Now a Wealth Advisor, Scott has been assisting families for the past 26 years with preparing for and transitioning into retirement, in addition to managing reserve accounts for numerous Home Owner's Associations around Colorado.

    Outside of the office, Scott enjoys spending time with his wife, Kelle, and is the proud father of two children currently pursuing undergraduate and graduate degrees.  His hobbies include golfing, running, skiing, reading, and giving back to the community through philanthropic pursuits.

          Legacy planning
          Investing
          Asset allocation
          Lending services
          Cash management
          4600 South Ulster Street
          Suite 700
          Denver, CO 80237
        • Adam Ness

          Adam Ness

          Financial Advisor

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          • AZ
          • CA
          • CO
          • DC
          • FL
          • IL
          • IN
          • KS
          • KY
          • MA
          • NC
          • NJ
          • NY
          • OK
          • OR
          • PA
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA

          Adam is a Financial Advisor providing expert advice for clients on the development as well as ongoing monitoring of their financial plans and wealth management strategies.  Prior to joining UBS, Adam began his career as an advisor with Edward Jones Investments in Colorado Springs.  He holds his Series 7, Series 66, Colorado Health/Life/VA insurance licenses, as well as the Accredited Wealth Management Advisor (AWMA®) designation and the Chartered Retirement Planning CounselorSM (CRPC®) accreditation.

          Born and raised in Saint Louis, Missouri, Adam earned his degree in Psychology & Management from the University of Miami in Oxford, Ohio, where he also served as President of Sigma Nu fraternity.  Upon graduation, Adam moved to Colorado in early 2016, and has since been joined by his parents, older sister, brother-in-law, and nephews.

          Outside of the office, he enjoys drawing, playing guitar, golfing, snowboarding, mountain biking, fly fishing, SCUBA diving, and playing with his Golden Retriever, Hobbes.

              • Accredited Wealth Management Advisor℠
              • Chartered Retirement Planning Counselor℠
              Financial planning
              Education planning
              Long-term care planning
              Retirement planning
              Estate planning strategies
              Legacy planning
              Sustainable investing
              4600 South Ulster Street
              Suite 700
              Denver, CO 80237
            • Lindsey Kay Miller

              Lindsey Miller

              Admin Manager

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              • AR
              • CO
              • FL
              • MA
              • MI
              • MO
              • UT
              • VA

              Lindsey graduated from the University of Wyoming in 2013 with a bachelor's degree in Political Science. She started her career in the financial services industry with JPMorgan Chase as a Private Client Banker. After five years in banking, Lindsey transitioned to a Registrered Investment Advisor (RIA) as a Portfolio Manager. In 2019, she joined Ansel & Ness Advisors at UBS as a Client Service Associate. Lindsey holds her Series 6, 65, and insurance licenses, and is currently studying for the Series 7 and 63 exams.

              Lindsey has two-year-old twins, Benjamin and Hayden Jane. Outside of the office, she is an avid runner and enjoys being outdoors.

                    4600 South Ulster Street
                    Suite 700
                    Denver, CO 80237

                  The circular economy: What is it?

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  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.

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                  In invested assets globally 
                  As of 06/30/2022

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