Let's move forward. Together.

Ties color July 202

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Brian Kamin

    Brian Kamin

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • ND
    • NM
    • NV
    • NY
    • OR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Personal & Community

    • My wife and I have two adult children, and four grandchildren
    • I am active in a number of local non-profit Boards of Directors
    • I enjoy golfing, walking, business reading, and attending sporting events

    Accomplishments

    • Certified Public Accountant - non practicing
    • Holds Chartered Retirement Plans Specialist (CRPS) designation
    • Earned the UBS Wealth Advisor designation for completing UBS' comprehensive wealth management training.
    • Participated in Stanford University Graduate School of Business Wealth Management workshop in 2009.

    Education

    • B.S. Accounting and Business, University of Minnesota


    Team Vision:  Through comprehensive caring relationships with our clients, we guide them to a secure and confident financial future.  We strive for stellar client service proudly delivered with integrity and excellence.  Our communication is clear, responsive, effective, and quick.  Continuous improvement in all we do is a guiding principle.

    Team Values:  Integrity.  Caring.  Excellence. Quality of work. Communication.

    Team Solutions:  Our team advises families and businesses on a wide range of strategies and solutions that include:  retirement income planning, investment strategies, estate and legacy planning,  estate settlement, IRA rollovers, Social Security planning, education funding (529 plans), stocks and bonds, mutual funds and ETFs, structured products,  sustainable investments,  life and long-term-care insurance, annuities, philanthropic giving, banking, mortgages and securities-backed loans, aircraft and yacht lending, commercial real estate financing,  corporate cash management, Rule 144 services, and corporate stock plans (including cashless options). 

    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        444 Cedar Street
        Suite 2200
        St Paul, MN 55101
        brian.m.kamin@ubs.com
        Brian Kamin
        444 Cedar Street,St Paul,MN,55101
      • Peter Durand Profile Photo

        Peter Durand

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • IA
        • IL
        • IN
        • KY
        • MA
        • MD
        • MI
        • MN
        • MT
        • NC
        • ND
        • NJ
        • NM
        • NV
        • NY
        • OR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        Personal & Community

        • My wife and I have three adult children and live near Lake Harriet in Minneapolis.
        • My philanthropic focus is the John Durand Scholarship Fund.
        • I enjoy anything outdoors, especially at our cabin in Wisconsin. 

        Accomplishments

        • Earned the UBS Wealth Advisor designation for completing UBS' comprehensive wealth management training.
        • “40 Under 40” Award recipient, The Business Journal, Milwaukee, WI. 1994

        Education

        • B.A. at the University of Wisconsin-Madison in International Relations, with an emphasis on Economic Development of Third-World countries


        Team Vision:  Through comprehensive caring relationships with our clients, we guide them to a secure and confident financial future.  We strive for stellar client service proudly delivered with integrity and excellence.  Our communication is clear, responsive, effective, and quick.  Continuous improvement in all we do is a guiding principle.

        Team Values:  Integrity.  Caring.  Excellence. Quality of work. Communication.

        Team Solutions:  Our team advises families and businesses on a wide range of strategies and solutions that include:  retirement income planning, investment strategies, estate and legacy planning,  estate settlement, IRA rollovers, Social Security planning, education funding (529 plans), stocks and bonds, mutual funds and ETFs, structured products,  sustainable investments,  life and long-term-care insurance, annuities, philanthropic giving, banking, mortgages and securities-backed loans, aircraft and yacht lending, commercial real estate financing,  corporate cash management, Rule 144 services, and corporate stock plans (including cashless options). 

        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            8500 Normandale Lake Boulevard
            Suite 210
            Bloomington, MN 55437
            peter.e.durand@ubs.com
            Peter Durand
            8500 Normandale Lake Boulevard,Bloomington,MN,55437
          • John Hedrick Profile Photo

            John Hedrick, CRPC

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AK
            • AR
            • AZ
            • CA
            • CO
            • DC
            • FL
            • GA
            • IA
            • IL
            • IN
            • KY
            • MA
            • MD
            • MI
            • MN
            • MT
            • NC
            • ND
            • NM
            • NV
            • NY
            • OK
            • OR
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI

            Personal & Community

            • I grew up in Minneapolis.
            • My wife Leslie and I live in Bloomington.  We have three grown children.  Our son Joe works at UBS.
            • I have coached youth soccer and hockey teams, along with being former President of the Jefferson Hockey program.
            • I enjoy many outdoor activities including cycling, hockey, soccer, golf, and tennis.
            • Special Olympics hockey coach

            Accomplishments

            • Holds Chartered Retirement Planning Counselor (CRPC) designation
            • Earned the UBS Wealth Advisor designation for completing UBS' comprehensive wealth management training.

            Education

            • B.A. in Business Management from the University of St. Thomas

            Team Vision:  Through comprehensive caring relationships with our clients, we guide them to a secure and confident financial future.  We strive for stellar client service proudly delivered with integrity and excellence.  Our communication is clear, responsive, effective, and quick.  Continuous improvement in all we do is a guiding principle.

            Team Values:  Integrity.  Caring.  Excellence. Quality of work. Communication.

            Team Solutions:  Our team advises families and businesses on a wide range of strategies and solutions that include:  retirement income planning, investment strategies, estate and legacy planning,  estate settlement, IRA rollovers, Social Security planning, education funding (529 plans), stocks and bonds, mutual funds and ETFs, structured products,  sustainable investments,  life and long-term-care insurance, annuities, philanthropic giving, banking, mortgages and securities-backed loans, aircraft and yacht lending, commercial real estate financing,  corporate cash management, Rule 144 services, and corporate stock plans (including cashless options). 

            • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                8500 Normandale Lake Boulevard
                Suite 210
                Bloomington, MN 55437
                john.hedrick@ubs.com
                John Hedrick, CRPC
                8500 Normandale Lake Boulevard,Bloomington,MN,55437
              • Joseph Hedrick Profile Photo

                Joseph Hedrick

                Financial Advisor

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                • AZ
                • CA
                • CO
                • DC
                • FL
                • GA
                • IA
                • IL
                • IN
                • KY
                • MA
                • MD
                • MI
                • MN
                • MT
                • NC
                • ND
                • NM
                • NV
                • NY
                • OR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI

                Personal & Community

                • I was born and raised in Minneapolis, MN
                • My father and I assist in coaching hockey for the Special Olympics
                • I enjoy many outdoor activities including golf, hockey, soccer and attending sporting events.  

                Accomplishments

                • Holds Series 7 and Series 66 licenses
                • Completed the UBS Intergenerational Advisor Program in Weehawken, NJ from 2018-2020

                Education

                • B.A. in Economics from the University of Minnesota- Twin Cities


                Team Vision:  Through comprehensive caring relationships with our clients, we guide them to a secure and confident financial future.  We strive for stellar client service proudly delivered with integrity and excellence.  Our communication is clear, responsive, effective, and quick.  Continuous improvement in all we do is a guiding principle.

                Team Values:  Integrity.  Caring.  Excellence. Quality of work. Communication.

                Team Solutions:  Our team advises families and businesses on a wide range of strategies and solutions that include:  retirement income planning, investment strategies, estate and legacy planning,  estate settlement, IRA rollovers, Social Security planning, education funding (529 plans), stocks and bonds, mutual funds and ETFs, structured products,  sustainable investments,  life and long-term-care insurance, annuities, philanthropic giving, banking, mortgages and securities-backed loans, aircraft and yacht lending, commercial real estate financing,  corporate cash management, Rule 144 services, and corporate stock plans (including cashless options). 

                • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                    8500 Normandale Lake Boulevard
                    Suite 210
                    Bloomington, MN 55437
                    joseph.hedrick@ubs.com
                    Joseph Hedrick
                    8500 Normandale Lake Boulevard,Bloomington,MN,55437
                  • Susan Seidl

                    Susan Seidl

                    Senior Client Associate

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                    • AZ
                    • CA
                    • FL
                    • GA
                    • IL
                    • MA
                    • MD
                    • MN
                    • MO
                    • MT
                    • NJ
                    • NY
                    • OR
                    • TX
                    • WI

                    Personal & Community

                    • I was born and raised in Minneapolis, around the city of lakes
                    • I am an avid water-lover, and enjoy the great outdoors including hiking, biking, fishing, and spending time at our cabin with family and friends
                    • I am married, have three children, and four grandchildren

                    Accomplishments

                    • Holds the Series 7 and 63 FINRA licenses


                    Team Vision:  Through comprehensive caring relationships with our clients, we guide them to a secure and confident financial future.  We strive for stellar client service proudly delivered with integrity and excellence.  Our communication is clear, responsive, effective, and quick.  Continuous improvement in all we do is a guiding principle.

                    Team Values:  Integrity.  Caring.  Excellence. Quality of work. Communication.

                    Team Solutions:  Our team advises families and businesses on a wide range of strategies and solutions that include:  retirement income planning, investment strategies, estate and legacy planning,  estate settlement, IRA rollovers, Social Security planning, education funding (529 plans), stocks and bonds, mutual funds and ETFs, structured products,  sustainable investments,  life and long-term-care insurance, annuities, philanthropic giving, banking, mortgages and securities-backed loans, aircraft and yacht lending, commercial real estate financing,  corporate cash management, Rule 144 services, and corporate stock plans (including cashless options). 

                          444 Cedar Street
                          Suite 2200
                          St Paul, MN 55101
                          susan.seidl@ubs.com
                          Susan Seidl
                          444 Cedar Street,St Paul,MN,55101
                        • Julie Klimp

                          Julie Klimp

                          Client Associate

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                          • CA
                          • MN

                          Personal & Community

                          • Outside of work, I enjoy spending time with friends and family, yoga, reading, travel, and being outside.

                          Accomplishments

                          • I worked as a Wealth Management Associate at US Bancorp Investments for six years and have experience in Branch Management.

                          Education

                          • B.A. from St. Olaf College with degrees in Economics and History, and an emphasis in Finance

                          Team Vision:  Through comprehensive caring relationships with our clients, we guide them to a secure and confident financial future.  We strive for stellar client service proudly delivered with integrity and excellence.  Our communication is clear, responsive, effective, and quick.  Continuous improvement in all we do is a guiding principle.

                          Team Values:  Integrity.  Caring.  Excellence. Quality of work. Communication.

                          Team Solutions:  Our team advises families and businesses on a wide range of strategies and solutions that include:  retirement income planning, investment strategies, estate and legacy planning,  estate settlement, IRA rollovers, Social Security planning, education funding (529 plans), stocks and bonds, mutual funds and ETFs, structured products,  sustainable investments,  life and long-term-care insurance, annuities, philanthropic giving, banking, mortgages and securities-backed loans, aircraft and yacht lending, commercial real estate financing,  corporate cash management, Rule 144 services, and corporate stock plans (including cashless options). 

                                8500 Normandale Lake Boulevard
                                Suite 210
                                Bloomington, MN 55437
                                julie.klimp@ubs.com
                                Julie Klimp
                                8500 Normandale Lake Boulevard,Bloomington,MN,55437

                              Defining your priorities. Pursuing what matters.

                              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                              Global Wealth Report 2024

                              Crafted wealth intelligence

                              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                              Gain additional insights into the trends shaping wealth in the US and around the world.

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                              UBS Group invested assets
                              As of 03/31/2024

                              51 countries

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                              UBS is a leading and truly global wealth manager

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