Values-based wealth management

At Jera Financial Partners, we understand what matters most: the financial freedom to live life as you envision. We work with individuals, families and institutions to facilitate their dreams and goals. Our talented and empathetic group of professionals strives to go beyond financial analysis and problem-solving to get to the heart of the matter: the impact you hope to have on your family, your employees and your community.

Start the conversation

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Jonathan Bottema, CFA, CFP

Managing Director–Wealth Management

Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
RankCredential
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- ND
- NE
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
I am grateful every day for this job. I grew up on a farm, but as a kid, up in my room I had New York stock exchange reports spread across my floor. It was quite the contrast to what I did outside each day. There are those people who don’t know what they want to do when they grow up. That wasn’t me.

20-something years ago, I started as an intern at UBS. I began my career as more of an analyst. Economic numbers, portfolio analysis and complicated spreadsheets were a big part of what I did. As my career has progressed, I have seen the amazing value of money, not for what it is, but for what it can do. I am passionate about the power of what my clients and I can do. Money can be a facilitator of dreams, both present and future. It is my greatest spiritual joy I get from my career at Ubs: I help people achieve their greatest hopes, and help clients finance their biggest dreams.

Education
- BS University of Minnesota
- MBA University of Minnesota
- CFA-Chartered Financial Analyst
- CFP-Certified Financial Planner
- CRPS-Chartered Retirement Plan Specialist
Recognition
- Forbes "Best-in-State Wealth Advisors" 2020
- Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
- University of Minnesota, BS, MBA
- Institutional Consultant, UBS Institutional Consulting Program
- Chartered Retirement Plans Specialist℠
681 East Lake Street
Wayzata, MN 55391
Erin Theisen

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- IA
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- ND
- NE
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
- University of Minnesota, BA
- Chartered Retirement Plans Specialist℠
- Retirement Plan Consultant
681 East Lake Street
Wayzata, MN 55391
Bruce Callahan

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- FL
- MN
- OR
- TX
- WI
Bruce is a Vice President of Wealth Management and Senior Partner of the team, with over 23 years of experience working as a financial advisor at the firm. Bruce and his team provide comprehensive wealth management and investment planning to affluent families and institutions. Bruce graduated with a MS and BS from the University of Minnesota and is both a Portfolio Manager and Retirement Plan Consultant at UBS. Bruce has extensive knowledge of the financial markets, coupled with a long career history in the industry, which is invaluable in delivering strategies to each client's unique financial needs.

Bruce lives in Falcon Heights, Minnesota with his wife of 43 years, Jane, and enjoys spending time at the lake cabin, practicing yoga, and spending time with his grandkids.
- University of Minnesota, MS and BS
- Portfolio Manager
- Retirement Plan Consultant
80 South 8th Street
Suite 2900
Minneapolis, MN 55402
Herman Wipperfurth, CRPC, CRPS

Managing Director–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- KY
- MI
- MN
- MO
- MT
- NC
- ND
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
You could say with a business degree and two engineering degrees that Herman is the brains of the operation. What you would find though, is he thought way outside the box over thirty years ago and helped design and perfect the managed money process. Having an advisor be an advocate for the client was unique then, and still is unique today. That is why he is one of the most successful financial advisors in the country for UBS.
- Senior Managed Accounts Consultant
681 East Lake Street
Wayzata, MN 55391
Brian Cox

Investment Associate
View bio
- AZ
- CA
- CO
- FL
- IA
- IL
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
For detailed technical issues, Brian is our point man. He is very smart, and well versed in what our fund managers are doing as he monitors them daily. Our affluent clients have multiple complex financial issues in motion and Brian helps them understand all this complexity in a simple manner. He is a master bass fisherman, so he can help with that too.
681 East Lake Street
Wayzata, MN 55391
Donna Neis

Senior Client Service Associate
View bio
With over 30 years of industry experience, Donna assists Jon Bottema's clients by taking on complex account activities and providing clients with personal, solution-oriented service. Originally from North Dakota, Donna developed her hard work ethic from growing up on her family's farm. She completed her business degree at North Dakota State University and is an avid Bison football fan. Donna enjoys camping, golfing, being outdoors and spending time with her husband, Keith, and daughter, Jenna.
- North Dakota State University, Business Degree
681 East Lake Street
Wayzata, MN 55391

Jonathan Bottema, CFA, CFP

Managing Director–Wealth Management

Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
RankCredential
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- ND
- NE
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
I am grateful every day for this job. I grew up on a farm, but as a kid, up in my room I had New York stock exchange reports spread across my floor. It was quite the contrast to what I did outside each day. There are those people who don’t know what they want to do when they grow up. That wasn’t me.

20-something years ago, I started as an intern at UBS. I began my career as more of an analyst. Economic numbers, portfolio analysis and complicated spreadsheets were a big part of what I did. As my career has progressed, I have seen the amazing value of money, not for what it is, but for what it can do. I am passionate about the power of what my clients and I can do. Money can be a facilitator of dreams, both present and future. It is my greatest spiritual joy I get from my career at Ubs: I help people achieve their greatest hopes, and help clients finance their biggest dreams.

Education
- BS University of Minnesota
- MBA University of Minnesota
- CFA-Chartered Financial Analyst
- CFP-Certified Financial Planner
- CRPS-Chartered Retirement Plan Specialist
Recognition
- Forbes "Best-in-State Wealth Advisors" 2020
- Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
- University of Minnesota, BS, MBA
- Institutional Consultant, UBS Institutional Consulting Program
- Chartered Retirement Plans Specialist℠
681 East Lake Street
Wayzata, MN 55391
Erin Theisen

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- IA
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- ND
- NE
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
- University of Minnesota, BA
- Chartered Retirement Plans Specialist℠
- Retirement Plan Consultant
681 East Lake Street
Wayzata, MN 55391
Bruce Callahan

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- FL
- MN
- OR
- TX
- WI
Bruce is a Vice President of Wealth Management and Senior Partner of the team, with over 23 years of experience working as a financial advisor at the firm. Bruce and his team provide comprehensive wealth management and investment planning to affluent families and institutions. Bruce graduated with a MS and BS from the University of Minnesota and is both a Portfolio Manager and Retirement Plan Consultant at UBS. Bruce has extensive knowledge of the financial markets, coupled with a long career history in the industry, which is invaluable in delivering strategies to each client's unique financial needs.

Bruce lives in Falcon Heights, Minnesota with his wife of 43 years, Jane, and enjoys spending time at the lake cabin, practicing yoga, and spending time with his grandkids.
- University of Minnesota, MS and BS
- Portfolio Manager
- Retirement Plan Consultant
80 South 8th Street
Suite 2900
Minneapolis, MN 55402
Herman Wipperfurth, CRPC, CRPS

Managing Director–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- KY
- MI
- MN
- MO
- MT
- NC
- ND
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
You could say with a business degree and two engineering degrees that Herman is the brains of the operation. What you would find though, is he thought way outside the box over thirty years ago and helped design and perfect the managed money process. Having an advisor be an advocate for the client was unique then, and still is unique today. That is why he is one of the most successful financial advisors in the country for UBS.
- Senior Managed Accounts Consultant
681 East Lake Street
Wayzata, MN 55391
Brian Cox

Investment Associate
View bio
- AZ
- CA
- CO
- FL
- IA
- IL
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WY
For detailed technical issues, Brian is our point man. He is very smart, and well versed in what our fund managers are doing as he monitors them daily. Our affluent clients have multiple complex financial issues in motion and Brian helps them understand all this complexity in a simple manner. He is a master bass fisherman, so he can help with that too.
681 East Lake Street
Wayzata, MN 55391
Donna Neis

Senior Client Service Associate
View bio
With over 30 years of industry experience, Donna assists Jon Bottema's clients by taking on complex account activities and providing clients with personal, solution-oriented service. Originally from North Dakota, Donna developed her hard work ethic from growing up on her family's farm. She completed her business degree at North Dakota State University and is an avid Bison football fan. Donna enjoys camping, golfing, being outdoors and spending time with her husband, Keith, and daughter, Jenna.
- North Dakota State University, Business Degree
681 East Lake Street
Wayzata, MN 55391

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Our emphasis on planning

Our team is highly credentialed and experienced, but we know that our most important job is to understand your plans, goals and concerns.

Our four-step wealth management process

Discover
Discover who you are and what you wish to accomplish today, tomorrow and for future generations
Design
Design a path to help you work towards those goals by crafting a customized strategy using the most up-to-date and efficient financial tools available
Build
Build your portfolios by choosing the managers for each asset class and style. We can coordinate with your tax and legal advisors to ensure maximum efficiency
Revisit
Revisit your plan on a regular basis, adjusting it as needed to reflect changes in your life or your financial situation

Our personal service model

We have worked together for more than 20 years. You can feel confident that we will be here to answer your questions and address your concerns.

Our entire team is dedicated to you
We seek to deliver exceptional service and make a difference. All of our team members know each of our clients—not just their financial situation, but their personal situation as well.

You can count on us for personalized communication that meets your needs. We will return your calls promptly and meet with you on a regular basis. We value the impact we can have on your life and the life of your family.

Understanding the needs of your business

We specialize in working with business owners, executives of public and private companies, and individuals who have sold a business. We can design strategies for cash flow planning, insurance analytics, concentrated stock positions and 401(k) plans, among other concerns.

Creating efficiencies for your business and personal finances
Our team thrives on complex financial situations that require sophisticated solutions. We can help address your multifaceted financial life, including your cash flow needs, significant equity awards, insurance concerns and retirement strategy.

We will work with you and your extended team of advisors to understand your unique tax situation, protect your assets with insurance and enact your wishes for efficient gifting. Together, we’ll create a plan that seeks to accomplish all of your goals, in business and in life

Investment policy advice and assistance

We are committed to understanding what your organization seeks to accomplish. You will benefit from the broad experience we have gained serving a range of institutions over the past two-plus decades.

Defining your organization’s guiding principles
An Investment Policy Statement (IPS) is your guidepost for consistent, informed decision-making. We can help develop or enhance your IPS to reflect your organization’s goals and guardrails.

Together, we’ll formalize an IPS that sets the proper parameters for investment selection, manager evaluation and risk management. Our investment review process helps to ensure that all investments remain consistent with your IPS.

Support for your fiduciary responsibilities

We acknowledge our fiduciary responsibility for the investment advice we provide. We also help you develop processes to maintain your fiduciary standards.

We share your commitment to sound governance
We offer objective investment advice that is always in the best interest of your organization. We commit in writing to acting as a fiduciary.

In addition, we harness our firm’s resources to provide practical solutions for managing your fiduciary duties and responsibilities. Our disciplined process can help you fulfill your obligations with confidence.

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

^$3.3 trillion

In invested assets globally
As of 12/31/2021

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Values-based wealth management

Your primary source for financial advice

Jonathan Bottema, CFA, CFP

Erin Theisen

Bruce Callahan

Herman Wipperfurth, CRPC, CRPS

Brian Cox

Donna Neis

Jonathan Bottema, CFA, CFP

Erin Theisen

Bruce Callahan

Herman Wipperfurth, CRPC, CRPS

Brian Cox

Donna Neis

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Education

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Education

Credentials

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A focus on personalized access and service

Our emphasis on planning

Our personal service model

Understanding the needs of your business

Investment policy advice and assistance

Support for your fiduciary responsibilities

A way forward

Backed by the strength of UBS

A global leader in wealth management

Insights

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