$6 trn
UBS Group invested assets
As of 12/31/2024
Pursue what matters most
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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.
Erica is a UBS Senior Vice President Financial Advisor with Frantz Guzman Wealth Management. With over 16 years of industry experience, Erica enjoys providing ultra-high net worth individuals and families peace of mind and financial security by providing a personal, yet disciplined, approach to investing and financial planning.
Erica takes a holistic approach to wealth management, while leveraging the resources of a premier global wealth management firm. This combination allows her to intimately understand what matters most to her clients while providing highly customized financial planning and recommendations.
To further expand her knowledge, Erica obtained the Certified Private Wealth Advisor® (CPWA®) designation. The CPWA® certification has given her the tools needed to handle complex estate and wealth planning issues, and to implement advanced wealth management strategies. Erica also has her Series 7 and Series 66 licenses from FINRA, as well as her Health and Life Insurance licenses.
Over the course of her career, Erica has worked at RBC, Merrill Lynch and Wells Fargo. She attended the University of Richmond where she was a NCAA Division 1 swimmer and earned her degree in Business Administration.
Erica is a supporter of M Health Fairview Masonic Children’s Hospital and serves on their Fashion Fest committee. She is also a proud member of Team Women. Erica lives in Edina with her husband, Collin, sons Jack and Connor, and daughter Grace. Outside of the office you can find her spending time with her family, traveling or taking a barre class.
Annie is a UBS Account Vice President Financial Advisor with Frantz Guzman Wealth Management. She has spent her advising career guiding high- and ultra-high net worth clients through every phase of life – ultimately helping them preserve, grow and transfer their wealth.
She is well-versed in all aspects of financial planning, including investment and portfolio management, retirement planning, and estate planning. She takes a holistic and highly personal approach to the planning process, providing customized plans, solutions and advice tailored to each client’s goals, needs and lifestyle.
Annie holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. To earn this designation, financial professionals must meet rigorous education, examination, experience, and ethical requirements set by the CFP® Board. Annie also has her Series 7 and Series 66 licenses from FINRA, as well as her Health and Life Insurance license.
Prior to UBS, Annie was a Management Consultant at Pricewaterhouse Coopers (PwC). At PwC, she developed a passion for the client side of business and fell in love with supporting and finding solutions for her clients. She graduated from the University of Michigan in Ann Arbor, with a Bachelor of Arts in Psychology.
Annie lives in Edina with her husband, Jason, and her daughters, Penelope and Luisa. She enjoys spending time with her family and friends, and walking the city lakes with her dog, Walter.
Jordyn joined UBS in December 2021 and is a Registered Client Service Associate. She works with our clients and advisors on a daily basis to deliver the highest quality of service.
She graduated from the University of Minnesota - Twin Cities in 2019, majoring in Strategic Communications and Sports Management. She began her career in the sports social media and public relations industry, working in the Athletic Communications Department at the University of Minnesota. She recently lived in downtown Chicago where she worked as an Account Coordinator at a boutique public relations firm.
Jordyn's past experiences have given her the tools needed to manage the operational aspects of the business. She holds her Series 7 and Series 66 licenses.
Returning to her roots, Jordyn moved back to Minnesota in December of 2021 and currently resides in Eden Prairie. When she isn't working, you will most likely find her with her nose in a book, spending time with friends and family or exploring the outdoors.
Sam is a Client Service Associate with Frantz Guzman Wealth Management at UBS. She joined the team in May 2025, bringing with her seven years of experience in risk and compliance at U.S. Bank.
Sam is a graduate of Brown University, where she earned her degree in Business, Entrepreneurship, and Organizations with a focus in Economics. While at Brown, she also played Division I hockey – a sport she continued professionally for five years in the NWHL and PWHPA. Her experiences as a high-level collegiate and professional athlete shaped her approach to client service – fostering teamwork, strong communication, reliability, and a commitment to excellence.
Originally from Minnesota, Sam is happy to be back in her home state and currently lives in New Brighton. When she is not at work or studying for her Series 7 and Series 66 licenses, she enjoys staying active and spending quality time with friends and family.
Erica is a UBS Senior Vice President Financial Advisor with Frantz Guzman Wealth Management. With over 16 years of industry experience, Erica enjoys providing ultra-high net worth individuals and families peace of mind and financial security by providing a personal, yet disciplined, approach to investing and financial planning.
Erica takes a holistic approach to wealth management, while leveraging the resources of a premier global wealth management firm. This combination allows her to intimately understand what matters most to her clients while providing highly customized financial planning and recommendations.
To further expand her knowledge, Erica obtained the Certified Private Wealth Advisor® (CPWA®) designation. The CPWA® certification has given her the tools needed to handle complex estate and wealth planning issues, and to implement advanced wealth management strategies. Erica also has her Series 7 and Series 66 licenses from FINRA, as well as her Health and Life Insurance licenses.
Over the course of her career, Erica has worked at RBC, Merrill Lynch and Wells Fargo. She attended the University of Richmond where she was a NCAA Division 1 swimmer and earned her degree in Business Administration.
Erica is a supporter of M Health Fairview Masonic Children’s Hospital and serves on their Fashion Fest committee. She is also a proud member of Team Women. Erica lives in Edina with her husband, Collin, sons Jack and Connor, and daughter Grace. Outside of the office you can find her spending time with her family, traveling or taking a barre class.
Annie is a UBS Account Vice President Financial Advisor with Frantz Guzman Wealth Management. She has spent her advising career guiding high- and ultra-high net worth clients through every phase of life – ultimately helping them preserve, grow and transfer their wealth.
She is well-versed in all aspects of financial planning, including investment and portfolio management, retirement planning, and estate planning. She takes a holistic and highly personal approach to the planning process, providing customized plans, solutions and advice tailored to each client’s goals, needs and lifestyle.
Annie holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. To earn this designation, financial professionals must meet rigorous education, examination, experience, and ethical requirements set by the CFP® Board. Annie also has her Series 7 and Series 66 licenses from FINRA, as well as her Health and Life Insurance license.
Prior to UBS, Annie was a Management Consultant at Pricewaterhouse Coopers (PwC). At PwC, she developed a passion for the client side of business and fell in love with supporting and finding solutions for her clients. She graduated from the University of Michigan in Ann Arbor, with a Bachelor of Arts in Psychology.
Annie lives in Edina with her husband, Jason, and her daughters, Penelope and Luisa. She enjoys spending time with her family and friends, and walking the city lakes with her dog, Walter.
Jordyn joined UBS in December 2021 and is a Registered Client Service Associate. She works with our clients and advisors on a daily basis to deliver the highest quality of service.
She graduated from the University of Minnesota - Twin Cities in 2019, majoring in Strategic Communications and Sports Management. She began her career in the sports social media and public relations industry, working in the Athletic Communications Department at the University of Minnesota. She recently lived in downtown Chicago where she worked as an Account Coordinator at a boutique public relations firm.
Jordyn's past experiences have given her the tools needed to manage the operational aspects of the business. She holds her Series 7 and Series 66 licenses.
Returning to her roots, Jordyn moved back to Minnesota in December of 2021 and currently resides in Eden Prairie. When she isn't working, you will most likely find her with her nose in a book, spending time with friends and family or exploring the outdoors.
Sam is a Client Service Associate with Frantz Guzman Wealth Management at UBS. She joined the team in May 2025, bringing with her seven years of experience in risk and compliance at U.S. Bank.
Sam is a graduate of Brown University, where she earned her degree in Business, Entrepreneurship, and Organizations with a focus in Economics. While at Brown, she also played Division I hockey – a sport she continued professionally for five years in the NWHL and PWHPA. Her experiences as a high-level collegiate and professional athlete shaped her approach to client service – fostering teamwork, strong communication, reliability, and a commitment to excellence.
Originally from Minnesota, Sam is happy to be back in her home state and currently lives in New Brighton. When she is not at work or studying for her Series 7 and Series 66 licenses, she enjoys staying active and spending quality time with friends and family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
A lot has changed since President Trump took office. His administration has initiated policy changes and markets have reacted. The Chief Investment Office (CIO) anticipates further volatility amid tariff concerns but continues to expect gains for the S&P 500 by year-end. A solid US economy and healthy corporate earnings growth should support the rally.
06 March 2025
You've worked hard and carefully invested to ensure that you’ll live life on your terms in retirement. But are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for families. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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