How can you pursue what matters most?

• AK
• AZ
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• CO
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• IL
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• MA
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• ME
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• OR
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• WY

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.

• AK
• AZ
• CA
• CO
• DE
• FL
• GA
• HI
• IL
• IN
• KS
• KY
• MA
• MD
• ME
• MI
• MN
• NC
• NE
• NJ
• NM
• NV
• NY
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WY

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 is currently studying for his CERTIFIED FINANCIAL PLANNER™ 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 nephew.

When Adam isn't studying toward his CFP® designation, he enjoys drawing, playing guitar, golfing, snowboarding, mountain biking, fly fishing, and SCUBA diving.

• CO

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.