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.

Family photos

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.

  • image

    Mark Bacigalupo

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • 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.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

    Julie Heidenreich

    Client Associate Senior

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • FL
    • 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

        Are markets going "Back to the Future"?

        Debt ceiling and inflation

        Tree

        Exceptional financial strength and stability

        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

        $3.9 trillion

        In invested assets globally 
        As of 12/31/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

        Insights