Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Senior Wealth Strategy Associate
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.
Senior Wealth Strategy Associate
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.
Client Associate
Client Associate
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.
Email Me
