Family. Wealth. For Generations.

• AZ
• CA
• CO
• FL
• IA
• IN
• KY
• MI
• MN
• NE
• PA
• SC
• SD
• TX
• WA
• WI

Dave is a highly skilled financial advisor who specializes in catering to the unique needs of ultra high net worth individuals. With an exceptional understanding of the intricacies and complexities of managing significant wealth, Dave has established himself as a trusted advisor in the realm of high finance.

With 38 years of experience in the financial industry, Dave has developed a reputation for delivering tailored strategies that align with the specific objectives and aspirations of his esteemed clientele. His expertise encompasses investment management, wealth preservation, risk assessment, tax optimization, and comprehensive financial planning.

What sets Dave apart is his unwavering commitment to providing personalized service of the highest caliber. He recognizes that each client’s financial situation is unique and demands an individualized approach. Through thoughtful analysis and in-depth discussions, Dave crafts customized strategies designed to maximize wealth growth while mitigating risks.

In addition to his technical expertise, Dave possesses exceptional communication skills, allowing him to build strong and lasting relationships with his clients. He actively listens to his clients’ goals, concerns, and aspirations, establishing trust and rapport based on transparency and integrity.

Whether it’s preserving family legacies, philanthropic endeavors, or generational wealth transfer, Dave is dedicated to guiding his clients toward achieving their financial objectives. His unwavering commitment to excellence, combined with their comprehensive knowledge and client-centric approach, makes him a sought-after financial advisor for ultra high net worth individuals seeking a partner who can navigate the complexities of managing substantial wealth.

• Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The 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.

• University of Minnesota, Economics

• Certified Exit Planning Advisor
• Chartered Retirement Plans Specialist℠

• AZ
• CO
• FL
• IA
• IN
• KY
• MI
• MN
• NE
• PA
• SC
• SD
• TX
• WA
• WI

Ryan is a Financial Advisor with a nine-year track record of providing strategic guidance to ultra-high net worth individuals. With a keen understanding of the unique financial challenges faced by business owners, Ryan has become a trusted partner in the journey towards long-term Financial Success.

Throughout his career, Ryan has honed his expertise in helping clients navigate the complexities of business transition. He possesses a deep understanding of the intricacies and nuances involved in transferring ownership and ensuring seamless transition, allowing business owners to achieve their desired outcomes with confidence.

Recognized for his comprehensive approach, Ryan leverages his extensive knowledge of investment management, risk management, tax planning, and estate planning to create tailored strategies that align with each clients goal’s and aspirations. With a results-driven mindset, he continuously stays abreast of industry trends, market changes, and emerging opportunities, always seeking to provide his clients with a competitive edge.

Beyond his technical expertise, Ryan is known for his exceptional interpersonal skills and his ability to build long-lasting relationships based on trust and integrity. He takes the time to listen attentively to his clients concerns and goals, ensuring that every decision is made in their best interest.

With his wealth of specialized knowledge and experience in working with ultra-high net worth individuals, Ryan stands as a go-to resource for clients seeking a trusted partner to guide them through their financial journey.

• Forbes Best-in-State Wealth Management Teams, 2024The 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.

• Carlson School of Business at University of Minnesota, Finance
• College for Financial Planning, Masters in Financial Planning

• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER®

• FL
• MN
• TX
• WI

Corinne leads the team's financial planning and 401K business. She takes the time to understand each of our clients' unique circumstances and priorities in order to develop a plan that most effectively and efficiently helps them achieve their goals. Corinne strives to provide clients with peace of mind, with the understanding that we will plan for the expected, while preparing for the unexpected. 

Corinne also works with small businesses in creating benefit plans such as 401Ks and Cash Balance pensions, which provides value to business owners as well as their employees.  

Corinne is a graduate of the University of Minnesota and lives in Woodbury Minnesota with her husband, daughter, and dog.

• University of Minnesota

• CERTIFIED FINANCIAL PLANNER®

• AL
• AZ
• CO
• FL
• IL
• MN
• NV
• PA
• WA
• WI

Jake is a Senior Registered Client Associate who takes pride in helping and developing strategies for clients. His focus is on financial planning, banking solutions, alternative investments, and delivering exceptional client service.

Jake holds his Series 7, 63, and 65 Securities licenses. Prior to joining UBS in 2019, he worked for US Bancorp, where his role was client service oriented. He is a graduate of Concordia College Moorhead and earned his B.A. in Finance. Jake was also a leader of Concordia’s Men’s Wrestling Team and the Scheel Investment Fund, where he gained valuable experience in investment strategies and portfolio management.

Jake combines strong analytical skills with a relentless dedication to finding the best solutions for his clients. His tireless work ethic ensures that each client's unique financial needs are met. His ability to empathize with client situations allows him to create personalized strategies that truly resonate with their goals and aspirations.

Jake resides in Minneapolis, MN. Outside of work, he enjoys working out, coaching wrestling for Wayzata Wrestling Club and USA Wrestling, yoga, following Minnesota sports, and spending time with family and friends.

• Concordia College, Moorhead, MN, Finance: 2018

• Accredited Wealth Management Advisor℠