A plan tailored for you

For the goals you want to accomplish

Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.

  • Derek Cherne

    Derek Cherne

    Managing Director–Wealth Management

    Financial Advisor

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    Since 1994, Derek has served high net-worth families, closely held businesses and foundations with their unique financial planning needs. As team leader, he serves key relationships and oversees business development. Derek serves as the Vice Chairman of the Board and Investment Committee Chair for the University of Wisconsin-RF Foundation. Derek received his B.S. from the University of Wisconsin-RF with a major in finance and a minor in economics. He and his wife Michelle live in Medina with their 3 children (Maya, Adam, Tessa) and are active in youth sports and the community.

    • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2020, 2022
      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, 2022The 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.

      • Certified Exit Planning Advisor
      681 East Lake Street
      Wayzata, MN 55391
    • Andrew bio pic

      Andrew Michael Knutson

      Vice President–Wealth Management

      Financial Advisor

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          • Certified Exit Planning Advisor
          681 East Lake Street
          Wayzata, MN 55391
        •  Daniel Miller

          Daniel Miller

          Senior Vice President–Wealth Management

          Financial Advisor

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          Dan has been a Financial Advisor since 1996. He focuses on providing customized investment and financial planning strategies for high net worth families, with an emphasis on philanthropic planning. He also consults to foundations and endowments on a broad range of issues, including investment policy development, asset allocation strategies and portfolio oversight.

          Dan earned a B.S. in math and physics from St. John’s University, where he now serves on the Alumni Board of Directors. In addition, he currently serves as the Chairman of the Board of the Hennepin Health Foundation and is involved with Project Success, serving on its development board and is a past parish council member of Annunciation Church in Minneapolis. He also enjoys coaching his children’s youth hockey and baseball teams. Dan and his wife, Lisa, live in Minneapolis, MN, with their four children.

                681 East Lake Street
                Wayzata, MN 55391
              • Dean Breitbach

                Dean Breitbach

                Account Vice President

                Senior Wealth Strategy Associate

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                Dean began his financial services career in 1998. He coordinates much of the group's quantitative analysis and portfolio management process. He also reviews and prepares financial strategies for our clients. Dean received his B.S. degree in finance with a minor in economics from St. Cloud State University. Outside of the office, Dean lives in Woodland and he enjoys sailing, coaching youth baseball and running.

                      681 East Lake Street
                      Wayzata, MN 55391
                    • Peter Knutson

                      Peter Knutson

                      Senior Wealth Strategy Associate

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                      Peter joined the CBM Group in 2013. His primary focuse is on portfolio analysis. He graduated in three years from the University of St. Thomas with a degree in Finance. He holds Series 7 and 66 securities licenses. Peter is a CFA charterholder. During his free time he enjoys playing hockey, bandy and golf. He has been a member of the United States National Bandy Team since 2012.

                            681 East Lake Street
                            Wayzata, MN 55391
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                            Renee Gubrud

                            Client Associate

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                            • MN

                                  681 East Lake Street
                                  Wayzata, MN 55391

                                Wealth, from your point of view

                                What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

                                Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                                Change your community. Change the world.

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                                Backed by the strength of UBS

                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager