Experience

Dave is an experienced financial advisor who focuses on catering to the unique needs of ultra high net worth individuals. By understanding 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 knowledge base 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.

Dave enjoys building strong and lasting relationships with his clients. He actively listens to his clients’ goals, concerns, and aspirations, thereby 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 and client-centric approach cater to ultra high net worth individuals seeking a partner who can navigate the complexities of managing substantial wealth.

Ryan is a Financial Advisor with nine years of experience in providing strategic guidance to ultra-high net worth individuals. With a keen understanding of the unique financial challenges faced by business owners, Ryan enjoys partnering with them on the journey towards long-term financial success.

Throughout his career, Ryan has gained experience in helping clients navigate the complexities of business transition. He understands the intricacies and nuances involved in transferring ownership and ensuring seamless transition, allowing business owners to achieve their desired outcomes with confidence.

Using a comprehensive approach, Ryan leverages his 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.

Ryan builds strong and 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.

Given his experience in working with ultra-high net worth individuals, Ryan serves as a knowledgeable resource when seeking a trusted partner to guide them through their financial journey.

Corinne leads the team's financial planning services. She enjoys taking 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. 

She 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 son.

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.