Senior Vice President–Wealth Management
Financial Advisor
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Senior Wealth Strategy Associate
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.
Education
Senior Wealth Strategy Associate
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.
Education
Senior Registered Client Associate
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.
Education
Senior Registered Client Associate
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.
Education
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.
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