Let's move forward. Together.

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.

Start the conversation

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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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, 2022The 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.
444 Cedar Street
Suite 2200
St Paul, MN 55101
Peter Durand

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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 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).
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437
John Hedrick, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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).
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437
Joseph Hedrick

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MT
- NC
- ND
- NE
- 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).
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437
Susan Seidl

Client Associate Senior
View bio
- 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
Julie Klimp

Client Associate
View bio
- 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

Brian Kamin

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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, 2022The 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.
444 Cedar Street
Suite 2200
St Paul, MN 55101
Peter Durand

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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 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).
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437
John Hedrick, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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).
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437
Joseph Hedrick

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MT
- NC
- ND
- NE
- 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).
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437
Susan Seidl

Client Associate Senior
View bio
- 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
Julie Klimp

Client Associate
View bio
- 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

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.

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Let's move forward. Together.

Pursuing your goals together

Brian Kamin

Peter Durand

John Hedrick, CRPC

Joseph Hedrick

Susan Seidl

Julie Klimp