Experience

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.