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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Senior Vice President–Wealth Management
Gary specializes in wealth management for high-net-worth individuals and families, along with retirement plans for corporations. Gary holds an accounting degree from Gustavus Adolphus College and a J.D. and LL.M (taxation) from William Mitchell College of Law. He also attended Cambridge University, Queens' College, England. Prior to joining UBS, Gary was a Certified Financial Manager with Merrill Lynch, Managing Director with RBC Capital Markets and Tax Counsel for Cargill, Inc.
Gary resides in Deephaven with his wife, Laurie, and four children: Erik, Kjersti, Bjorn and Annika.
MN Agent License: 20424016
Education
Credentials
Senior Vice President–Wealth Management
Gary specializes in wealth management for high-net-worth individuals and families, along with retirement plans for corporations. Gary holds an accounting degree from Gustavus Adolphus College and a J.D. and LL.M (taxation) from William Mitchell College of Law. He also attended Cambridge University, Queens' College, England. Prior to joining UBS, Gary was a Certified Financial Manager with Merrill Lynch, Managing Director with RBC Capital Markets and Tax Counsel for Cargill, Inc.
Gary resides in Deephaven with his wife, Laurie, and four children: Erik, Kjersti, Bjorn and Annika.
MN Agent License: 20424016
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
