Experience

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

Credentials

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

Education

• 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. 

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

Education

• 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.