Senior Vice President–Wealth Management
As the team’s senior advisor, Dave brings the knowledge and expertise that comes with a 29-year career as a Financial Advisor. He began his career as a Financial Advisor at Dean Witter and transitioned to UBS through the acquisition of Piper Jaffray. Dave attended St. John’s University where he studied economics. He is a Certified Financial Planner™ (CFP®) certificant and accredited UBS Wealth Advisor. Dave is a life-long resident of Edina where he lives with his wife, Michelle, and their kids Maggie and John. Maggie is using her 529 as a student at TCU, while John is at Edina High School looking at where he will spend his 529.
Education
Credentials
Senior Vice President–Wealth Management
Pete began his career as a financial advisor over 15 years ago at Wells Fargo before joining Dave at Piper Jaffray. He earned a B.S. in finance from Miami University in Oxford, Ohio. Pete is a Certified Financial Planner™ (CFP®) certificant and earned the UBS Wealth Advisor accreditation. Outside the office Pete is on the board of Youthprise, a local non-profit focused on providing opportunity for underserved youth in Minnesota, and serves as a Den Leader for Cub Scout Pack 123. Pete and his wife Karen, along with their three children, Patrick, Elizabeth and Meredith, enjoy their time in and around the lakes near their home in Edina.
Education
Senior Wealth Strategy Associate
Aleks Munson is a Sr. Registered Client Service Associate with a 18 year financial industry experience. She joined Dave and Pete's Wealth Management team in January of 2013. Aleks' primary role and responsibility is to provide client service expertise and lead team and client relationship development.
She was born and raised in Kotor, Montenegro and has lived in Minnesota since 1989. Aleks graduated from University of MN, Duluth with a Bachelor's degree in Business. She lives in Woodbury with her husband Matt and 3 busy boys: Logan, Sasha and Lucas. Aleks enjoys spending time with her family and friends, participating in the local YMCA fitness activities, and playing piano.
Education
Senior Wealth Strategy Associate
Eric is the newest member of the Horan Gabler Wealth Management team. In his role as a Wealth Strategy Associate, he works with the FA's in producing, implementing and reviewing client financial plans. He joined UBS after 2 years at U.S Bancorp Investments, where he was a Registered Client Associate. Eric attended the University of Wisconsin-Madison, where he graduated with a B.S. degree in Economics. Eric is fully licensed, holding his series 7, 66, life and health insurance licenses. He lives in Minneapolis with his new wife Amanda, they were married in July of 2015. Eric is an avid sports fan and enjoys spending time with family and friends.
Education