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Jesse focuses on developing tax-efficient global portfolios designed to provide long-term capital appreciation for individuals and families. He establishes a close advisor relationship based on open, consistent communication, which allows him to understand and address his clients’ specific needs, concerns, and life priorities. His primary objective is to become a lifelong resource and advocate to help clients achieve success.

Before becoming a Financial Advisor in 2000, Jesse played professional hockey in the minor leagues after competing at the NCAA level in golf and hockey. Because his personal experience has given him insight into the challenges faced by professional athletes, Jesse and his team have become a valuable resource for financial advice to these clients.

Jesse has earned the CERTIFIED FINANCIAL PLANNER™1 designation from the Certified Financial Planner Board of Standards, Inc., and holds the Chartered Retirement Planning CounselorSM designation that has deepened his knowledge of pre- and post-retirement planning. He is a graduate of the University of North Dakota’s College of Business and Public Administration.

Jesse and his wife, Lee, and their children, Patrick and Lauren, reside in Hopkins, Minnesota.

^{1Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ in the U.S.}

With a focus on financial strategies, Troy divides his time between portfolio management and the design and implementation of custom financial plans for clients and their families. He has developed unique strategies for addressing concentrated corporate stock, the sale of a private business, and the education and transfer of wealth to the next generation. His goal is to provide clients with the greatest opportunity to achieve their personal definition of financial success.

Troy began his career in finance in 2005, co-founded the Bull Wiebler Group in 2008, and has since attained the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning CounselorSM designations. He graduated magna cum laude with a degree in finance from Bentley University, where he was fortunate to play Division I ice hockey. 

Outside the office, Troy enjoys family time with his wife, Sarah, raising their two young sons, Jack and Lewie. The Wiebler clan resides in Edina, Minnesota.

Michael specializes in working with business owners, corporate executives, and professional athletes to deliver clear, consistent, and customized financial advice. He strives to ask the right questions to help clients uncover what matters most to them and then works in tandem with other professionals in clients’ lives to help them strategize around the various challenges and choices they face. He values and leverages the knowledge of the Bull Wiebler team and the extensive resources of UBS.

Prior to joining UBS in 2016, Michael graduated from Miami University in Oxford, Ohio, where he earned a B.S. in sport leadership and management with a minor in entrepreneurship. He was fortunate to play four years of Division I ice hockey for the Redhawks. Following graduation, Michael participated in the Tuck Business Bridge Program at Dartmouth College.

Away from the office, Michael spends his free time playing golf and squash and coaching varsity hockey at his alma mater, the Breck School. Volunteering at the Crisis Nursery also plays a meaningful role in Michael’s life. 

Whitney partners with clients to build their personal financial plans and set meaningful, achievable goals. She enjoys collaborating with clients’ attorneys and CPAs to provide holistic and coordinated wealth management results. Prior to joining the Bull Wiebler team, Whitney worked at UnitedHealth Group as a financial consultant. She graduated from the University of Minnesota’s Carlson School of Management with a bachelor’s degree in finance. Whitney is an alumni of Alpha Phi Fraternity and actively volunteers at Children’s Hospitals and Clinics of Minnesota.

With more than 30 years of industry experience, Donna assists clients with complex account activities while providing personal, solution-oriented service. She developed her strong work ethic growing up on her family’s farm in North Dakota. Donna earned a business degree at North Dakota State University, where she became an avid Bison football fan. Outside the office, she enjoys camping, golfing, being outdoors, and spending time with her husband, Keith, and daughter, Jenna.

Kami enjoys helping clients with a wide variety of requests and meeting challenges with a positive attitude and impeccable service. She graduated from the University of Denver and has worked in the financial service industry for more than 22 years. Away from the office, Kami spends her time with her husband, Gary, her three grown sons, and two dogs. She enjoys gardening, reading, and refurbishing the family farmhouse.  

Kari earned her Bachelor of Arts degree from St. Cloud State University, and has been in the financial industry since 1997. Kari is committed to superior personalized service and fulfilling client needs. Her desire is to make our clients feel they are well cared for. In addition, Kari helps our team develop customized strategies that integrate many of the firm's capabilities. Kari currently lives in Rogers, MN, with her husband, Rob, and two daughters.

Matt focuses on investment strategy and portfolio operations, while providing high level client service.  He enjoys keeping pulse on market trends, studying developments in financial planning, and working with clients to solve complex financial issues. Prior to joining Jesse and Troy’s team, Matt worked as an advisor at Ameriprise Financial, where he began his career in the financial world, having previously worked in digital marketing. Matt graduated from Bethel University with a Bachelor’s Degree in marketing, and in his free time, enjoys playing golf and hanging out with his German Shepherd Nora.

Dan began his career with UBS in 2017 as an Administrative Manager and joined the Bull-Wiebler Group in August of 2022.  Prior to his role with UBS, Dan spent 10 years with a Registered Investment Advisory firm focusing on training and development, change management, and practice management.  In total, Dan has over 22 years of industry experience helping teams grow while focusing on the needs of clients. 

Dan graduated from Saint Thomas Military Academy and attended the University of Saint Thomas in St. Paul.  He and his wife, Angie, along with their three children, Breeanna, Carson and Carleigh, live in Monticello, MN.

Outside of work, Dan enjoys attending sports events for his children and camping.  He holds his FINRA Series 7, 9, 10, 63, 65 and insurance professional licenses, and is also a Certified Retirement Planning Counselor, CRPC®.

Mark Specker uses more than 20 years of experience as an equities analyst and investment banker to lead the team's portfolio management practice and is instrumental with business succession planning.

Mark  began his financial service career in 1997 following ten years as program director at Gartner, a technology consulting firm.  Mark was a managing director and head of large-cap technology research at SoundView, an investment bank, for seven years.  During this time, Mark was a publishing stock analyst and was frequently quoted in the Wall Street Journal, Reuters, National Public Radio and other media.  He then joined WR Hambrecht as managing director, capital markets, and left after three years to be global head of Thomson Reuters proprietary research. Mark is one of our lead business succession/exit planning specialists with a Certified Exit Planning designation (CEPA).

Mark and his wife, Kristi, and two children live in Minneapolis.  He has an AB from Columbia University in New York City.