Let's move forward. Together.

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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
    • IA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • ND
    • NM
    • NV
    • NY
    • OR
    • PA
    • 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 Profile Photo

        Peter Durand

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • DC
        • FL
        • IA
        • IL
        • IN
        • KY
        • MA
        • MD
        • MI
        • MN
        • MT
        • NC
        • ND
        • NM
        • NV
        • NY
        • OR
        • PA
        • 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 Profile Photo

              John Hedrick, CRPC

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AK
              • AR
              • AZ
              • CA
              • CO
              • DC
              • FL
              • 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 Profile Photo

                    Joseph Hedrick

                    Financial Advisor

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                    • AR
                    • AZ
                    • CA
                    • CO
                    • DC
                    • FL
                    • 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

                          Susan Seidl

                          Senior Client Associate

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                          • AZ
                          • CA
                          • FL
                          • IL
                          • MA
                          • 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

                                Julie Klimp

                                Client Associate

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                                • 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.

                                    The circular economy: What is it?

                                    Retirement planning

                                    Retirement planning

                                    Multigenerational planning

                                    Multigenerational planning

                                    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

                                    $2.8 trillion

                                    In invested assets globally 
                                    As of 06/30/2022

                                    51 countries

                                    Our global footprint

                                    Global leader

                                    UBS is a world-leading wealth manager