Advice and Advocacy for the goals that matter

Private Wealth Management

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Brunker Wealth Management has been helping generations of exceptional families pursue their financial goals for over 35 years. But our conversations often address other goals beyond the financial—like living a purposeful life, supporting the greater good of the community and leaving a legacy grounded in values. We believe these priorities are equally as meaningful.

As members of UBS Private Wealth Management, our training, deep understanding of complex wealth and access to firm-wide expertise and opportunities can help you pursue all that matters. Addressing your priorities in caring and creative ways, we are dedicated to building enduring relationships based on our mutually aligned interests and advice that grows with you, those you care about most and your evolving priorities.

3 Generations walking on beach

Building relationships that last

As advocates for our clients and their families, we are committed to helping make their lives better. We strive to be their “go-to” team, to create relationships that are aligned with interests and to deliver prudent, caring advice. We don’t just want to provide a solution, we want to provide the right solution.

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    Lester Brunker

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • MD
    • MN
    • MT
    • NC
    • SD
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    UBS Private Wealth Advisor Les Brunker of Brunker Wealth Management, there’s nothing more important than helping his clients navigate their complex financial lives to achieve better outcomes. Les provides comprehensive, consultative investment management and multigenerational wealth planning for sophisticated families. Accessing the extensive resources of UBS Private Wealth Management, Asset Management and Investment Bank, and working closely with clients’ trust and estate attorney and CPA for implementation, Les creatively tailors asset allocation solutions with tax efficiency. In a constantly changing world, he hopes clients can feel confident about their decisions and the legacies they’re building.

     “I’m grateful to have the opportunities, tools and resources that help me deliver the solutions my clients need and deserve.”

    — Lester A. Brunker

    Professional experience

    • UBS Private Wealth Management, 2009 – present
    • Citigroup Global Markets, 1989 – 2009
    • US Bank, 1985 – 1989


    • Certified Financial Planner™ (CFP®) professional
    • Certified Investment Management Analyst® (CIMA®)


    • Wharton Executive Education CIMA® program
    • B.S., economics, minor in statistics, University of Minnesota

    Personal life

    • Les served the Courage Kenny Foundation from 2013 – 2019 as treasurer and as finance committee chair.
    • He served the Courage Foundation from 2005 – 2013 as treasurer, investment committee chair and Foundation Board Chair.
    • He was active in the United States Ski Association (USSA) Region 1 Board 2015 – 2017.
    • Les was a member of the Team Gilboa Board from 2015 – 2017.
    • Former Edina ECFE Board.
    • Les enjoys spending time with his family and friends at their mountain home in Wyoming.
    • He loves anything outdoors, including yoga, hiking, cycling, alpine and nordic skiing.
    • He is a passionate supporter of his wife, Theresa, who teaches English to immigrants in Jackson, WY via Central Wyoming College. 
    • Barron's Top 1,200 Financial Advisors, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 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.

        80 South 8th Street
        Suite 2900
        Minneapolis, MN 55402
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        Brittany Miller

        Senior Wealth Strategy Associate

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        • MN
        • WI
        • WY

        Brittany Schroeder Miller believes wealth management at its core is the process for helping people achieve their goals. As a Senior Wealth Strategy Associate for the UBS Private Wealth team, Brunker Wealth Management, the process starts with the client to understand and identify their financial and life goals. We then work with our UBS estate planning and investment teams to build a financial plan combined with a tax and estate planning overlay.

        In addition to her financial planning focus on the team, Brittany handles daily client-related activities—account opening, account maintenance, banking services and cash flow management. She also coordinates with attorneys, CPAs, and resources within UBS Financial Services Inc. to help clients implement tax and estate planning strategies. Service, though, is her passion. Clients and their best interests are her first priority.

        “I am passionate about helping our clients by providing trusted solutions and financial guidance in an ever-changing world.”

        — Brittany Schroeder Miller

        Professional experience

        • Senior Wealth Strategist, UBS, 2019 – present
        • Registered Client Service Associate (CSA), UBS, 2010 – 2019
        • Banker, Wells Fargo, 2009 – 2010

        Achievements and credentials

        • Series 7, 63 and 65 securities licenses
        • CSA Advisory Council for the Central Division, UBS, 2017 – 2018
        • CSA coach, UBS, 2013 – 2019


        • B.A., finance; minor in Spanish, University of Minnesota, Duluth

        Personal life

        • Brittany lives in Hudson, WI with her husband, Jordan, and dog, Brooks.
        • She enjoys boating, traveling, golfing and cooking.

              80 South 8th Street
              Suite 2900
              Minneapolis, MN 55402
            • Ann Bjerke

              Executive Director

              Head of Advanced Planning

              Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.

            • Matthew Morris, CFA

              Executive Director

              Head, Portfolio Advisory Group Midwest, New York and Northeast Division

              Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.
            • Sarah J. Salomon , CAP®

              Executive Director

              Head – Family Advisory and Philanthropy

              Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
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              Michelle Hodge

              Tailored Lending Transaction Manager

            • James Jack

              Executive Director

              Business Owners Segment Lead

              James is the Head of both the Business Owners and Multigenerational Wealth Client Segments within the Strategic Client Segments team.

              James took on the Business Owners Client Segment upon its creation in 2018 to build an organization that supports business owners and the Financial Advisors that advise them. He has worked with clients on pre-business sale exit planning, such as succession planning, M&A transaction planning, Employee Stock Ownership Plans (ESOPs), and the emotional and self-identity ramifications of exiting a business. During the COVID-19 pandemic, James and his team supported business owners in navigating pandemic programs like the Paycheck Protection Program. In 2023, James’s remit expanded to include the Multigenerational Wealth Client Segment, which includes UBS’s support of wealth transfer and transition strategies between generations and the Rising Gen. James and his team work to bring the best of UBS’s resources to these important client segments.

              James has been with UBS since 2006, previously working in the WMA Banking Group to build banking, cash and lending solutions that meet the needs of High Net Worth and Ultra High Net Worth individuals and the Financial Advisors that support them. James has driven and executed strategies to expand securities-based lending, develop a proprietary credit card tailored to UBS's unique client base and helped to manage UBS’s deposit program, including pricing, sales, and product development programs.

              James holds a BS in Finance and Economics from New York University’s Stern School of Business.

              Outside of UBS, James is a member of the board of directors and co-treasurer for the Bronx Academy of Letters Foundation, supporting a public middle and high school in the poorest congressional district in the US, and enjoys experiencing travel and cultures different from his own. He also holds FINRA Series 7 license and Certified Exit Planning Advisor (CEPA®) designation.

            Wealth advice for a lifetime

            Wealth advice for a lifetime

            Connecting families across generations

            Connecting families across generations

            Delivering access. Tailoring opportunities.

            Delivering access. Tailoring opportunities.

            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

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            $3.9 trillion

            In invested assets globally 
            As of 12/31/2022

            51 countries

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