Values-based wealth management

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At Bottema Callahan Partners, we understand what matters most: the financial freedom to live life as you envision. We work with individuals, families and institutions to facilitate their dreams and goals. Our talented and empathetic group of professionals strives to go beyond financial analysis and problem-solving to get to the heart of the matter: the impact you hope to have on your family, your employees and your community.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Jonathan Bottema Profile Photo

    Jonathan Bottema, CFA, CFP

    Managing Director–Wealth Management

    Institutional Consultant, UBS Institutional Consulting Program

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IA
    • IL
    • KY
    • MA
    • MD
    • MI
    • MN
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    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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, 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.

    • University of Minnesota, BS, MBA
    • Institutional Consultant, UBS Institutional Consulting Program
    • Chartered Retirement Plans Specialist℠
    681 East Lake Street
    Wayzata, MN 55391
  • Erin Callahan Profile Photo

    Erin Callahan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • IA
    • IL
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • ND
    • NE
    • NV
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI
    • WY
    • 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.

    • University of Minnesota, BA
    • Chartered Retirement Plans Specialist℠
    • Retirement Plan Consultant
    681 East Lake Street
    Wayzata, MN 55391
  • Brian Cox Profile Photo

    Brian Cox

    Investment Associate

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    • AZ
    • CA
    • CO
    • FL
    • IA
    • IL
    • MA
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NV
    • NY
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI
    • WY

    For detailed technical issues, Brian is our point man. He is very smart, and well versed in what our fund managers are doing as he monitors them daily. Our affluent clients have multiple complex financial issues in motion and Brian helps them understand all this complexity in a simple manner. He is a master bass fisherman, so he can help with that too.

          681 East Lake Street
          Wayzata, MN 55391
        • Karli Johnson Profile Photo

          Karli Johnson

          Client Associate

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          • AZ
          • CA
          • CO
          • FL
          • MN
          • ND
          • WA
          • WI

          Karli graduated from the University of St. Thomas with a Bachelor's degree in Business and a Minor in Psychology. She has worked in the financial industry since graduating in 2015. Her favorite part of working in this industry is building relationships with clients and helping them achieve their financial and personal goals. Outside of work, Karli enjoys spending time with friends and family, jogging, traveling, and volunteering at local animal shelters.

            • University of St. Thomas, Bachelor's degree in Business and a Minor in Psychology
              681 East Lake Street
              Wayzata, MN 55391
            • Nathalie Dhani

              Nathalie Dhani

              Client Associate

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                Nathalie has 10 years of client service experience, predominately in the health care and finance industry. Her background includes client implementation, training/onboarding, and client service coordinating. She finds purpose in making meaningful connections and helping clients meet their goals.  In her free time, Nathalie enjoys spending time with her friends and family, attending her son baseball and football games, weight lifting, and volunteering as a women’s advocate.

                      681 East Lake Street
                      Wayzata, MN 55391

                    Get to know the team!

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    Our emphasis on planning

                    Our personal service model

                    team

                    Understanding the needs of your business

                    building

                    Investment policy advice and assistance

                    pier

                    Support for your fiduciary responsibilities

                    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

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