A plan for today, tomorrow and generations to come

Couple in front yard

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Mark Bacigalupo

    Senior Vice President–Wealth Management

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • FL
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MI
    • MN
    • MS
    • MT
    • NC
    • ND
    • NY
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY
    Mark has been working as a financial advisor since 1991 when he entered the financial services industry with Piper Jaffray, which merged with UBS Financial Services Inc. in 2006. Prior to that Mark worked in operations management with Burlington Northern Railroad. A graduate of Montana State University, he earned a B.S. in Business Management. Mark is passionate about giving back to the community and currently serves on the Board of Governors of the Montana State University Alumni Foundation and as a member of his church council. In his spare time he enjoys spending time with family and friends, hunting, scuba diving, reading and family vacations. Mark and Anne have been married for over 30 years; they have three daughters and two granddaughters.

      • Montana State University, B.S. in Business Management
      • CERTIFIED FINANCIAL PLANNER™
      444 Cedar Street
      Suite 2200
      St Paul, MN 55101
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      Julie Heidenreich

      Senior Client Associate

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      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • IA
      • IL
      • KS
      • LA
      • MA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • ND
      • OR
      • PA
      • SC
      • SD
      • TN
      • TX
      • VA
      • WA
      • WI
      • WY
      Julie has been in the financial services industry for several years. She has worked with Mark since October 2003 as a Registered Client Service Associate and takes great pride in assisting our clients with quality service and developing lasting client relationships. As the main point of contact for clients, Julie handles account maintenance and client inquiries. A few of her responsibilities include check requests, fund transfers, and trade facilitation. In her spare time, Julie enjoys reading, outdoor activities and entertaining. She is married to Al and they have two adult daughters, Mandie and Gina.

            444 Cedar Street
            Suite 2200
            St Paul, MN 55101

          The circular economy: What is it?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

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