Retire confidently

Plan today, for tomorrow

Mark & Sam

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.

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Top 10 tax tips

Tax-smart plans for 2025

Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.

As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.

Connecting you to the deep resources of UBS

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.

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Retirement plan services

Man working on laptop during virtual call

Planning for a changing tax landscape

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Estate planning strategies

Insights

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch
A3
  Moody’s


UBS AG, long-term senior secured debt rating. As of 03/31/2024

  • Mark photo

    Mark Jenson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CO
    • FL
    • GA
    • IA
    • MD
    • MN
    • ND
    • NV
    • OR
    • TX
    • WA
    • WI

    For more than 25 years, Mark has been earning the trust of his clients with a holistic, thoughtful approach to wealth management.  Mark enjoys his client-advisor relationships and trustfully serves them with financial planning in every stage of life.

    Mark and his wife Vicky live in Alexandria, MN, have 3 adult children and have recently become grandparents.  Mark is dedicated to serving the youth in the community by being on the Board of Directors Northstar Christian Academy.  In his free time you can find Mark training his black labs to compete nationally in field trials, spending time on a mountain bike trail, or cruising around the lake on the pontoon. 

          324 Broadway Street
          Suite 201
          Alexandria, MN 56308
          mark.v.jenson@ubs.com
          Mark Jenson
          324 Broadway Street,Alexandria,MN,56308
        • Sam photo

          Samuel Jenson

          Senior Wealth Strategy Associate

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          • AL
          • AR
          • AZ
          • CO
          • FL
          • MD
          • MN
          • ND
          • WA
          • WI

          Sam has developed a comprehensive process that helps clients gain a clear understanding of their financial picture.  This process begins with creating a detailed financial plan, which serves as the foundation for delivering personalized advice and building an investment portfolio aligned with each client's goals and objectives.

          Sam graduated from Bethel University with a degree in Economics and Finance.  In addition to his studies, Sam played on the Men's Golf team and was a research analyst for Bethel's student managed investment fund, Royals Investment Fund.  

          Sam and his wife, Colleen, along with baby Arlo, reside in Maple Grove, MN.  When Sam isn't helping clients, he can be found on the golf course, the pontoon, or in western MN chasing pheasants.  Sam & Colleen both love to be involved in their community through their church, Park Community Church, and other organizations.  Sam volunteers with MN FCA Golf and serves on the Board of Directors for Identity Sports. 

           

           

            • Bethel University, Economics and Finance: 2015 - 2018
              324 Broadway Street
              Suite 201
              Alexandria, MN 56308
              samuel.jenson@ubs.com
              Samuel Jenson
              324 Broadway Street,Alexandria,MN,56308
            • Kalee-Olson

              Kalee Olson

              Senior Registered Client Associate

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              • MN

              Kalee Olson is a Senior Registered Client Service Associate.  Kalee has over 25 years of experience in the financial services industry.  She has been with UBS since 2005 and holds a Series 7, 63 and 65 securities licenses.  Kalee holds a B.A. degree from Saint Cloud State University.

              Kalee uses her experience and integral knowledge of the securities industry to efficiently assist our clients. Kalee leads the team’s client service and support functions.

              Kalee and her husband reside in Alexandria, MN with her two children.  Kalee enjoys traveling and spending time with her family.

                • Saint Cloud State University, B.A.
                  4150 S Second Street
                  Suite 500
                  St Cloud, MN 56301
                  kalee.olson@ubs.com
                  Kalee Olson
                  4150 S Second Street,St Cloud,MN,56301

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