Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Two women laptop

Diane Veenendaal

Vice President–Wealth Management

Financial Advisor


Personal & Community

  • Committee Member - Western Racquet Club, Elm Grove
  • Enjoy cooking, gardening, tennis and boating.
  • Committee Member Annual Tennis Ball - Benefiting Milwaukee Tennis Education Foundation
Registered States:
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MN
  • NH
  • NJ
  • NV
  • NY
  • SC
  • TX
  • VA
  • WA
  • WI
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
  • (262) 794-0829

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Outlook on interest rates

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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