Values-based wealth management

Young family on beach

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.

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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 Profile Photo

    Jonathan Bottema, CFA, CFP

    Managing Director–Wealth Management

    Institutional Consultant, UBS Institutional Consulting Program

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    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 Callahan Profile Photo

    Erin Theisen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
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    • IA
    • IL
    • KY
    • MA
    • MD
    • MI
    • MN
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    • ND
    • NE
    • OH
    • OR
    • PA
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      • University of Minnesota, BA
      • Chartered Retirement Plans Specialist℠
      • Retirement Plan Consultant
      681 East Lake Street
      Wayzata, MN 55391
    • Bruce Callahan Profile Photo

      Bruce Callahan

      Vice President–Wealth Management

      Financial Advisor

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      • AZ
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      • MN
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      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 Profile Photo

        Herman Wipperfurth, CRPC, CRPS

        Managing Director–Wealth Management

        Financial Advisor

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        • 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 Profile Photo

            Brian Cox

            Investment Associate

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            • AZ
            • CA
            • CO
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            • 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 Profile Photo

                  Donna Neis

                  Senior Client Service Associate

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                    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 personal service model

                      team

                      Understanding the needs of your business

                      building

                      Investment policy advice and assistance

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                      Support for your fiduciary responsibilities

                      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

                      Insights