Your goals. Our comprehensive plan.

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.

Get started on your financial plan

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.

Steven Duesenberg

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NH
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Steve began his financial career with Merrill Lynch in 1981. In 1987, he moved to Painewebber, and remained with the firm until it merged with UBS in 2000. Steve graduated from Iowa State University in 1979, with a degree in Business Administration. He also earned his Certified Financial Planning degree (CFP®) in 1990.
- Iowa State University , Business Administration
1075 Jordan Creek Pkwy
Suite 100
West Des Moines, IA 50266

steven.duesenberg@ubs.com

Steven Duesenberg

1075 Jordan Creek Pkwy,West Des Moines,IA,50266
Bryan Davis

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NH
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Tailored solutions through personalized service. There is nothing more important to me than understanding what matters the most to you. I bring to Duesenberg Davis Wealth Management an established process to help achieve your goals. This process includes amongst other things, advising clients on financial assessments using knowledge of investment and insurance strategies.

My role includes taking a complete view of each clients current situation. I work to assess a clients comfort with risk, their assets, liabilities, income, insurance needs, rate they save, final objectives and estate considerations.

I also welcome the opportunity to work with your accountant, attorney and other trusted professionals to deliver a comprehensive strategy that leverages everyone's unique expertise.

I joined Duesenberg Davis Wealth Management at UBS in August of 2021, moving over from a competing firm.

Born and raised in Milwaukee, WI, I proudly serve clients in many states across the US.

Prior to my work in finance I was a Head Men's Soccer Coach at the NCAA Division 1 level (Wright St. University). I definitely lean on this experience when working with my current clients as every single day was about setting a plan and executing it.

I reside in Deerfield with my wife Erin, who is also on our team, as well as my twin Step Daughters Haley and Avery.
- University of Wisconsin At Madison, B.S.: 1997 - 2001
1075 Jordan Creek Pkwy
Suite 100
West Des Moines, IA 50266

bryan.n.davis@ubs.com

Bryan Davis

1075 Jordan Creek Pkwy,West Des Moines,IA,50266
Jordan Duesenberg

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- NE
- NV
- NY
- OH
- TX
- WA
- WI
Jordan graduated with a bachelor's degree from the University of Iowa in 2012. After graduating, he began working at Wells Fargo Home Mortgage. He started his financial career at UBS in 2014, where he previously worked as a Wealth Strategy Associate.
- University of Iowa, Bachelor's Degree
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

jordan.duesenberg@ubs.com

Jordan Duesenberg

555 California Street,San Francisco,CA,94104
Erin Davis

Client Associate
View bio
1075 Jordan Creek Pkwy
Suite 100
West Des Moines, IA 50266

erin.davis@ubs.com

Erin Davis

1075 Jordan Creek Pkwy,West Des Moines,IA,50266

Steven Duesenberg

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NH
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Steve began his financial career with Merrill Lynch in 1981. In 1987, he moved to Painewebber, and remained with the firm until it merged with UBS in 2000. Steve graduated from Iowa State University in 1979, with a degree in Business Administration. He also earned his Certified Financial Planning degree (CFP®) in 1990.
- Iowa State University , Business Administration
1075 Jordan Creek Pkwy
Suite 100
West Des Moines, IA 50266

steven.duesenberg@ubs.com

Steven Duesenberg

1075 Jordan Creek Pkwy,West Des Moines,IA,50266
Bryan Davis

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NH
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Tailored solutions through personalized service. There is nothing more important to me than understanding what matters the most to you. I bring to Duesenberg Davis Wealth Management an established process to help achieve your goals. This process includes amongst other things, advising clients on financial assessments using knowledge of investment and insurance strategies.

My role includes taking a complete view of each clients current situation. I work to assess a clients comfort with risk, their assets, liabilities, income, insurance needs, rate they save, final objectives and estate considerations.

I also welcome the opportunity to work with your accountant, attorney and other trusted professionals to deliver a comprehensive strategy that leverages everyone's unique expertise.

I joined Duesenberg Davis Wealth Management at UBS in August of 2021, moving over from a competing firm.

Born and raised in Milwaukee, WI, I proudly serve clients in many states across the US.

Prior to my work in finance I was a Head Men's Soccer Coach at the NCAA Division 1 level (Wright St. University). I definitely lean on this experience when working with my current clients as every single day was about setting a plan and executing it.

I reside in Deerfield with my wife Erin, who is also on our team, as well as my twin Step Daughters Haley and Avery.
- University of Wisconsin At Madison, B.S.: 1997 - 2001
1075 Jordan Creek Pkwy
Suite 100
West Des Moines, IA 50266

bryan.n.davis@ubs.com

Bryan Davis

1075 Jordan Creek Pkwy,West Des Moines,IA,50266
Jordan Duesenberg

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- NE
- NV
- NY
- OH
- TX
- WA
- WI
Jordan graduated with a bachelor's degree from the University of Iowa in 2012. After graduating, he began working at Wells Fargo Home Mortgage. He started his financial career at UBS in 2014, where he previously worked as a Wealth Strategy Associate.
- University of Iowa, Bachelor's Degree
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

jordan.duesenberg@ubs.com

Jordan Duesenberg

555 California Street,San Francisco,CA,94104
Erin Davis

Client Associate
View bio
1075 Jordan Creek Pkwy
Suite 100
West Des Moines, IA 50266

erin.davis@ubs.com

Erin Davis

1075 Jordan Creek Pkwy,West Des Moines,IA,50266

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Retirement planning

Building multicultural wealth, together

A leading global wealth manager

House View Monthly

Maximize your potential wealth

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way 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.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

Your goals. Our comprehensive plan.

Pursuing your goals together

Steven Duesenberg

Bryan Davis

Jordan Duesenberg

Erin Davis