Let's move forward. Together.

Callahan-Group

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Sailing splash

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bruce-Callahan

    Bruce Callahan

    Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AZ
    • CA
    • FL
    • MN
    • OR
    • TX
    • WI

    Bruce is a Vice President of Wealth Management and Senior Partner of the team, with over 23 years of experience working as a financial advisor at the firm. Bruce and his team provide comprehensive wealth management and investment planning to affluent families and institutions. Bruce graduated with a MS and BS from the University of Minnesota and is both a Portfolio Manager and Retirement Plan Consultant at UBS.  Bruce has extensive knowledge of the financial markets, coupled with a long career history in the industry, which is invaluable in delivering strategies to each client's unique financial needs. 

    Bruce lives in Falcon Heights, Minnesota with his wife of 43 years, Jane, and enjoys spending time at the lake cabin, practicing yoga, and spending time with his grandkids.

      • University of Minnesota, MS, BS
      • Portfolio Manager
      • Retirement Plan Consultant
      80 South 8th Street
      Suite 2900
      Minneapolis, MN 55402
    • Erin-Callahan

      Erin Callahan

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • FL
      • IA
      • IL
      • KY
      • MA
      • MD
      • MI
      • MN
      • MO
      • ND
      • NE
      • 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.

        • University of Minnesota, BA
        • Chartered Retirement Plans Specialist℠
        • Retirement Plan Consultant
        681 East Lake Street
        Wayzata, MN 55391

      Family (financial) ties

      Retirement planning

      Retirement planning

      Multigenerational planning

      Multigenerational planning

      Are you ready for anything?

      A Liquidity strategy can help.

      In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

      Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

      Backed by the strength of UBS

      A global leader in wealth management

      $3.3 trillion

      In invested assets globally 
      As of 12/31/2021

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager

      Insights