Senior Vice President–Wealth Management
Brent began his career in 1987 in the Fixed Income Department at Piper Jaffray. After spending 10 years trading bonds for institutional and retail clients, Brent transitioned to working directly with individual clients and their families. Multigenerational investing is one of Brent's areas of focus. Brent works to understand each client's goals so that he can construct an allocation that allows for those goals to be met. Whether these goals are accomplished through individual stocks or bonds, managed accounts, or bringing in outside advice, Brent strives to bring his clients peace of mind and understanding.
Additionally, Brent has been a member of the UBS President's Council, and he is a current member of the UBS Director's Council. Brent holds a Bachelor's Degree in Geo-engineering from the University of Minnesota and an MBA from Carlson School of Management. Brent lives in Minneapolis with his wife, Jennifer, and he has two children, Luke and Abigail. Outside of the office, Brent enjoys watching University of Minnesota sports and being an active member in the Beta Theta Pi Fraternity.
Senior Vice President–Wealth Management
Eric began his financial services career in 1995, and his previous experience includes accounting, operations, and management. As a member of Anderson Edlund Wealth Management, he focuses on long-term financial planning, and he works to align current asset allocation models with client's future goals and ambitions. Additionally, Eric acts as a liaison between his clients and outside specialists in insurance, mortgage, and banking. Eric understands the importance of having a strategy that is unique to each client. He strives to provide professional advice and solutions, and he places a high value on trust and confidence. Eric ensures that no question goes unanswered, and he helps individuals and families make informed financial decisions.
Eric holds a Bachelor's Degree in Accounting from Bethel University in St. Paul, Minnesota. He lives in Blaine with his wife Jen, their two children, Madelyn and Nicklas, and their dog, Gracie. Outside of the office, Eric enjoys spending time outdoors at his cabin, playing and coaching hockey, and traveling.
Senior Client Associate
Sandy's voice is usually the first one you hear when you call the Anderson Edlund Wealth Management Group. She began her career in the industry in 1981. She is dedicated to maintaining strong client relationships, and her experience in team administration make her an invaluable member of the team. Sandy is committed to providing clients with the personalized attention and solution oriented services they deserve.
In addition to her career at UBS, Sandy is a member of her church's Youth, Family, and Children's Ministry Board, and she participates annually in the Walk to End Alzheimer's. Sandy lives in Richfield with her husband, Cory, and they have one adult son, Devon. Outside of the office, Sandy enjoys crafting, reading, and watching movies.
Vice President–Wealth Management
Al graduated from the University of MN Duluth with a Bachelor’s degree in Accounting in 1980. He worked as Financial Advisor for Merrill Lynch for 23 years including 2 years as a manager. Al then began his career at UBS as a Branch Manager in Duluth. Since October 2011, he has worked as a Financial Advisor joining the Minneapolis branch in 2018. He enjoys the quality relationships that develop from decades of guiding clients with their investments with a focus on individual stocks.
Outside of work, he has been a huge supporter of Minnesota Adult and Teen Challenge which aims to assist individuals with addiction and other challenges. He also participates in mentoring, in addition to being a youth leader active in community outreach. Al also enjoys mountaineering, scuba diving and spending time with his grandkids.
At UBS, Michael focuses on financial and individual stock analysis as well as client reporting. Michael’s meticulous attention to detail and his market knowledge are invaluable contributions to his team and his clients. Prior to joining UBS, Michael worked as a relationship manager at Bank of America. He served as an Active Duty Air Force officer from 2012-2018.
Michael earned a B.S. in systems engineering management from the United States Air Force Academy. He also holds a M.A. in Executive Leadership from Liberty University and an M.B.A with a focus in Finance from the University of North Carolina Chapel Hill. He is committed to still serving in the Air Force as an officer in the Air Force Reserves. Michael lives in Andover with his wife Lindsey, and their two dogs, Boston and Fenway.