Let's move forward. Together.

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 grown children.  His hobbies include golfing, running, skiing, reading, and giving back to the community through philanthropic pursuits.

CA Insurance License #0I15919

Adam is a Senior Wealth Strategy Associate 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 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 Counselor^SM (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 fiancé, parents, older sister, brother-in-law, and nephews.

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

CA Insurance License #4008524

Barb brings over 20 years of Executive level administrative support to our team.  In 2021 she returned to her home state of Colorado in 2021 after spending 5 years in Sheridan, Wyoming working for a  non-profit performing arts facility - The WYO Theater.  In her role as Office Manager, she provided administrative and operational support to the Board of Directors and Executive Director and was instrumental in facilitating the growth of charitable community support.

Barb was born and raised in Denver, Colorado and attended Metropolitan State University.  As a musician, she spent 30 years performing with various bands and Jazz ensembles.  Her passions now are her young grandchildren, gardening & canning, piano and spending time in the mountains hiking.