Experience

With over 40 years of experience in the financial services industry, Charlie is a trusted advisor focusing on wealth management, retirement planning, business planning, and charitable giving.  His experience and long-term perspective have helped individuals, families, and business owners build and preserve wealth across multiple generations. 

Charlie holds a Bachelor’s degree from Drake University in Iowa and is licensed with Series 7 and 66 securities registrations, as well as a MN insurance license.  His approach blends practical strategies with a deep understanding of each client’s personal goals, offering guidance that is both tailored and forward-looking. 

Outside of work, Charlie has a long history of community involvement and service.  Over the years, he has dedicated his time to organizations that reflect his values and desire to make a positive impact.  He has served as a Big Brother with Big Brothers Big Sisters,  the former president of Edina Soccer Association, and as a board member of Loaves & Fishes, a non-profit serving meals to those in need.  

Charlie’s commitment to service, both professional and personal, defines his work and reflects the values he brings to every client relationship. 

Patrick is a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience in the financial services industry.  He focuses on building customized, comprehensive financial plans, working closely with clients to create strategies that support their goals and long-term financial well-being.  

Patrick earned his Bachelor of Science in Finance from Marquette University, holds his Series 7, 63, and 65 securities licenses, as well as Minnesota Insurance license.  His approach combines deep financial knowledge with personalized service, helping individuals and families navigate complex financial decisions with clarity and confidence.  

Outside the office, Patrick enjoys spending time with his wife and their two teenage daughters.  As a family, they love to travel, especially exploring U.S. National Parks.  He is also an avid runner and serves as a board member of the Shakopee Soccer Association supporting youth athletics in his community.

With a thoughtful, relationship-driven approach, Patrick is dedicated to helping clients build lasting financial security and peace of mind throughout every stage of life.  

Wendy brings over three decades of experience in the financial services industry to her role as a Wealth Strategy Associate at UBS.  Since beginning her career in 1989, she has held key positions at RBC Wealth Management, Dain Rauscher, and BC Financial, building a reputation for thoughtful, client-focused service. 

Wendy focuses on developing comprehensive financial plans tailored to each client’s unique goals and life circumstances.  Her disciplined approach and industry knowledge help clients navigate complex financial decisions with confidence. 

She holds a degree in Business Administration from Winona State University, is licensed with Series 7 and 66 registrations, and has earned the Accredited Asset Management Specialist (AAMS) designation, reflecting her commitment to ongoing professional excellence. 

Outside of work, Wendy is actively involved in causes she cares about.  She supports the National MS Society and has served on the Board of Trustees for the Armed Forces Service Center at MSP airport, which provides support and comfort to military personnel and their families. 

Wendy is proud to help clients build strong financial foundations while also giving back to the community she calls home. 

Jenny has been part of the financial services industry since 2006, joining UBS in 2011.  As a Senior Registered Client Associate, she plays a key role in supporting clients and helping them navigate the day-to day operations of their financial plans with confidence and ease. 

She is often the first point of contact for many clients and plays a critical role in ensuring a smooth and personal experience.  With her Series 7 & 66 licenses, she combines technical know-how with a passion for service, helping clients navigate everything from routine account requests to more complex financial scenarios. 

Outside of the office, Jenny enjoys spending quality time with her husband and her two children.  Whether it’s traveling, family game nights, or sharing meals together, she finds joy in simple moments and meaningful connections both in her personal and professional life.