First Vice President–Wealth Management
Financial Advisor
Over the past 27 years, Kurt has helped clients manage their wealth throughout good times and bad. He joined UBS in 2014 to provide his clients a new wealth management experience.
Kurt earned his bachelor's degree in finance from the University of Illinois and an M.B.A. from the University of Colorado at Denver. Kurt lives in the foothills of southwest Denver where he raised two children and enjoys practicing guitar, mountain biking and swimming.
First Vice President–Wealth Management
Financial Advisor
Over the past 27 years, Kurt has helped clients manage their wealth throughout good times and bad. He joined UBS in 2014 to provide his clients a new wealth management experience.
Kurt earned his bachelor's degree in finance from the University of Illinois and an M.B.A. from the University of Colorado at Denver. Kurt lives in the foothills of southwest Denver where he raised two children and enjoys practicing guitar, mountain biking and swimming.
Authorized Officer
Market Administrative Officer
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.
Authorized Officer
Market Administrative Officer
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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