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, CFA, CFP

Managing Director–Wealth Management

Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
- 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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- FL
- HI
- IA
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- ND
- NE
- 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

Investment Associate
View bio
- 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

Client Associate
View bio
- 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

Client Associate
View bio
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

Jonathan Bottema, CFA, CFP

Managing Director–Wealth Management

Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
- 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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- FL
- HI
- IA
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- ND
- NE
- 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

Investment Associate
View bio
- 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

Client Associate
View bio
- 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

Client Associate
View bio
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!

Jonathan Bottema Video

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 team is highly credentialed and experienced, but we know that our most important job is to understand your plans, goals and concerns.

Our four-step wealth management process

Discover
Discover who you are and what you wish to accomplish today, tomorrow and for future generations
Design
Design a path to help you work towards those goals by crafting a customized strategy using the most up-to-date and efficient financial tools available
Build
Build your portfolios by choosing the managers for each asset class and style. We can coordinate with your tax and legal advisors to ensure maximum efficiency
Revisit
Revisit your plan on a regular basis, adjusting it as needed to reflect changes in your life or your financial situation

Our personal service model

We have worked together for more than 20 years. You can feel confident that we will be here to answer your questions and address your concerns.

Our entire team is dedicated to you
We seek to deliver exceptional service and make a difference. All of our team members know each of our clients—not just their financial situation, but their personal situation as well.

You can count on us for personalized communication that meets your needs. We will return your calls promptly and meet with you on a regular basis. We value the impact we can have on your life and the life of your family.

Understanding the needs of your business

We specialize in working with business owners, executives of public and private companies, and individuals who have sold a business. We can design strategies for cash flow planning, insurance analytics, concentrated stock positions and 401(k) plans, among other concerns.

Creating efficiencies for your business and personal finances
Our team thrives on complex financial situations that require sophisticated solutions. We can help address your multifaceted financial life, including your cash flow needs, significant equity awards, insurance concerns and retirement strategy.

We will work with you and your extended team of advisors to understand your unique tax situation, protect your assets with insurance and enact your wishes for efficient gifting. Together, we’ll create a plan that seeks to accomplish all of your goals, in business and in life

Investment policy advice and assistance

We are committed to understanding what your organization seeks to accomplish. You will benefit from the broad experience we have gained serving a range of institutions over the past two-plus decades.

Defining your organization’s guiding principles
An Investment Policy Statement (IPS) is your guidepost for consistent, informed decision-making. We can help develop or enhance your IPS to reflect your organization’s goals and guardrails.

Together, we’ll formalize an IPS that sets the proper parameters for investment selection, manager evaluation and risk management. Our investment review process helps to ensure that all investments remain consistent with your IPS.

Support for your fiduciary responsibilities

We acknowledge our fiduciary responsibility for the investment advice we provide. We also help you develop processes to maintain your fiduciary standards.

We share your commitment to sound governance
We offer objective investment advice that is always in the best interest of your organization. We commit in writing to acting as a fiduciary.

In addition, we harness our firm’s resources to provide practical solutions for managing your fiduciary duties and responsibilities. Our disciplined process can help you fulfill your obligations with confidence.

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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Values-based wealth management

Your primary source for financial advice

Jonathan Bottema, CFA, CFP

Erin Callahan

Brian Cox

Karli Johnson

Nathalie Dhani

Jonathan Bottema, CFA, CFP

Erin Callahan

Brian Cox

Karli Johnson

Nathalie Dhani

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A focus on personalized access and service

Our emphasis on planning

Our personal service model

Understanding the needs of your business

Investment policy advice and assistance

Support for your fiduciary responsibilities

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

Insights

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