Values-based wealth management

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
    • NC
    • ND
    • NE
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI
    • WY

    I am grateful every day for this job. I grew up on a farm, but as a kid, up in my room I had New York stock exchange reports spread across my floor. It was quite the contrast to what I did outside each day. There are those people who don’t know what they want to do when they grow up. That wasn’t me.

    20-something years ago, I started as an intern at UBS. I began my career as more of an analyst. Economic numbers, portfolio analysis and complicated spreadsheets were a big part of what I did. As my career has progressed, I have seen the amazing value of money, not for what it is, but for what it can do. I am passionate about the power of what my clients and I can do. Money can be a facilitator of dreams, both present and future. It is my greatest spiritual joy I get from my career at UBS: I help people achieve their greatest hopes, and help clients finance their biggest dreams.

    Education

    • BS University of Minnesota
    • MBA University of Minnesota
    • CFA-Chartered Financial Analyst
    • CFP-Certified Financial Planner
    • CRPS-Chartered Retirement Plan Specialist

    Recognition

    • Forbes "Best-in-State Wealth Advisors" 2020
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 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, 2023, 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, BS, MBA
    • Institutional Consultant, UBS Institutional Consulting Program
    • Chartered Retirement Plans Specialist℠
    681 East Lake Street
    Wayzata, MN 55391
    jonathan.bottema@ubs.com
    Jonathan Bottema, CFA, CFP
    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
    • NC
    • ND
    • NE
    • NM
    • NV
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI
    • WY

    Erin is an account Vice President, and an integral Partner of the team, specializing in sophisticated planning, investment and overall relationship management to affluent individuals, families and institutions. She works closely with her clients to develop a Financial Plan, which addresses all aspects of the client's financial objectives, such as asset allocation, spending strategies, and risk management. The plan is continually monitored and updated as circumstances change, throughout all stages of the wealth planning process - accumulation, preservation, distribution and legacy planning.

    Erin received a BA from the University of Minnesota, with extensive coursework through Carlson School of Management. Since joining UBS in 2007, Erin has earned a Chartered Plan Retirement Specialist (CRPS) and Retirement Plan Consultant designations. Erin lives in Orono, MN with her husband Joe, enjoys traveling, running marathons, and spending time on the lake.

    • Forbes Best-in-State Wealth Management Teams, 2023, 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, BA
    • Chartered Retirement Plans Specialist℠
    • Retirement Plan Consultant
    • Chartered Retirement Planning Counselor
    681 East Lake Street
    Wayzata, MN 55391
    erin.callahan@ubs.com,erin.callahan@ubs.com
    Erin Callahan
    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
    • MT
    • NC
    • ND
    • NV
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI

    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
          brian.cox@ubs.com
          Brian Cox
          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
              karli.johnson@ubs.com
              Karli Johnson
              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
                      nathalie.dhani@ubs.com
                      Nathalie Dhani
                      681 East Lake Street,Wayzata,MN,55391
                    • David Webb

                      David Webb

                      Client Associate

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                      • WI

                      David joined The Bottema Callahan Financial Partners in July 2023. Prior to joining our team, David was a Registered Client Associate in Madison, WI. David graduated from University of Wisconsin-Madison in 2020 with a major in personal finance and minor in entrepreneurship. He has worked with UBS since being an intern in 2019. He has acquired his Series 7 and 66 licenses.

                      David is a native of Eau Claire, Wisconsin. In his free time, he enjoys partaking in watersports and boat rides at his family’s cabin in Hayward, Wisconsin and following sports teams such as the Green Bay Packers and St. Louis Cardinals.

                            681 East Lake Street
                            Wayzata, MN 55391
                            david-za.webb@ubs.com
                            David Webb
                            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.

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                          Global Wealth Report 2024

                          Crafted wealth intelligence

                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                          Gain additional insights into the trends shaping wealth in the US and around the world.

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                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.8+ trn

                          UBS Group invested assets
                          As of 03/31/2024

                          51 countries

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                          UBS is a leading and truly global wealth manager

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