Your future. Your legacy.

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Peter Kenefick has been a financial advisor since 1980 with a focus on building the foundation of credibility and respect among his clients and within the community.  Throughout his career, Peter aims to provide honest and responsible advice, which translates into friends becoming clients and clients becoming friends.  Peter's unique mentoring skills and passion for teaching provides the education clients need to get through various economic and market cycles to enable clients to stay with their well-constructed financial plan.

Peter joined the Wayzata UBS Financial Services office in 1989. A graduate of the University of Minnesota Carlson School of Management, and holds the Series 7, 63 & 65 securities licenses and professional insurance licenses. With his vast experience as a business owner himself in multiple industries, he is a lead advisor working with business owners looking for business succession/exit planning strategies.

Peter enjoys playing basketball three times a week, playing paddle tennis outside in the winter months, snow and water skiing, golf and softball, and enjoys taking piano lessons, and above all spending time with his grand daughter.   Peter is involved with his 3 restaurants in St. Paul, helping his daughter with investment properties, as well as his family's vineyard in Napa Valley, CA.

• University of Minnesota Carlson School of Management

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Lester Bolstad joined UBS in 2000 after four years as a financial advisor with Piper Jaffray and First Union Securities. Les has been honored with recognition-club status for his achievements as one of the Firm's top Financial Advisors. Les has also been awarded the Wealth Advisor status by UBS, the result of a rigorous training program focused on the needs of high net worth investors. Les has appeared as an expert in the area of financial services on a local Twin Cities television news program. Les is a graduate of the University of Minnesota. In his spare time he enjoys golfing and spending time with his family. Les and his wife, Judy, live in Chanhassen and have 3 grown children.

• University of Minnesota

• Wealth Advisor

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Doug Kottke leads the team's financial planning practice, and has more than 20 years of financial services experience with specialized business succession planning/exit planning strategies. Doug holds his CEPA Certificate. (Certified Exist Planning Advisor)

By collaborating with each client's legal and accounting advisors, Doug develops customized investment planning and estate planning strategies to bring a fully integrated road map.

After graduating with a B.A. from Saint Olaf College in Northfield, Minn., Doug went on to receive a J.D. from the Hamline University School of Law in St. Paul. Doug also holds Series 7, 31, 63, 65 and insurance professional licenses.

When he’s not working, Doug enjoys golfing and spending time at the  cabin. Doug lives in St. Paul with his four children.

• Saint Olaf College, B.A.
• Hamline University School of Law, J.D.

• Certified Exit Planning Advisor

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Mark Specker uses more than 20 years of experience as an equities analyst and investment banker to lead the team's portfolio management practice and is instrumental with business succession planning.

Mark  began his financial service career in 1997 following ten years as program director at Gartner, a technology consulting firm.  Mark was a managing director and head of large-cap technology research at SoundView, an investment bank, for seven years.  During this time, Mark was a publishing stock analyst and was frequently quoted in the Wall Street Journal, Reuters, National Public Radio and other media.  He then joined WR Hambrecht as managing director, capital markets, and left after three years to be global head of Thomson Reuters proprietary research. Mark is one of our lead business succession/exit planning specialists with a Certified Exit Planning designation (CEPA).

Mark and his wife, Kristi, and two children live in Minneapolis.  He has an AB from Columbia University in New York City.

• Columbia University, AB

• CERTIFIED FINANCIAL PLANNER™
• Chartered Financial Analyst®
• Senior Portfolio Manager
• Certified Exit Planning Advisor

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Sherri has been an integral part of what is now the Kenefick Bolstad Kottke Wealth Management team for many years. Sherri's financial services career began in 1992 in branch operations.  Sherri transitioned to assisting Peter in a client service role in 1997, and has since progressed to becoming responsible for portfolio construction and the lead for many client relationships. 

A main objective for Sherri is to provide clients with education around their investments, financial planning and long term financial wellbeing. Her attention to detail is an important quality that allows her to carefully prepare insightful investment plans tailored to any goal. Sherri holds her series 7 and 63 securities licenses.

Sherri is passionate about being a mentor for others inside and outside the industry, since she received the benefit of great mentoring through her years of development.  Outside the office you can find Sherri with family and attending youth sporting events.

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Dan joined Kenefick Bolstad Kottke Wealth Management in February 2023. Dan specializes in helping business owners and executives navigate the complex financial challenges unique to them bringing an additional layer of expertise to the wealth management team. He works with our clients from a comprehensive approach to help design custom portfolios based on our client's individual needs. He plays an integral role in this process by gathering client information, finding solutions, developing and presenting their plan. Financial planning is not an afterthought, but rather, a key part of how we work with our clients.  This gives a purpose and focus for what can be accomplished with capital.

Dan has been in the financial services industry since 2009 and not only holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation but assists the CFP Board in writing exam questions and auditing exam results. Dan also holds the Certified Private Wealth Advisor® (CPWA®) and Charter Retirement Planning Counselor (CRPC™®) designations.  Dan has studied financial planning at Boston University, Yale University, and is currently pursuing a Master’s Degree part time at Harvard University. Through his immense education and hands on work experience, Dan has the knowledge and skills to help clients with all of their financial planning questions and concerns.

Dan and his family live in Carver, MN. Outside of the office you can typically find Dan out on the golf course.

• CERTIFIED FINANCIAL PLANNER™

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Kathryn has more than 40 years of experience in the financial service industry. Kathryn has learned a lot about what is important to people in their lives.  Kathryn helps people gain clarity around their money, plan for the unexpected and ultimately feel safe and secure about their financial future.  The breadth of her experience in the financial industry offers multiple perspectives and resources to help people reach their short and long term goals.

Kathryn is an experienced and dynamic speaker who hosts informative and fun presentations around financial planning, retirement planning, insurance solutions and preparing for the unexpected.

Prior to joining the team in 2011, Kathryn was the Assistant Branch Manager of the Minneapolis office of UBS.  Kathryn earned her B.A. in business administration from the University of St. Thomas in St. Paul, MN.  Kathryn holds the holds the Series 3 commodities/futures license in addition to the 4, 7, 9/10, 24, 53, 63, and 65 securities licenses. Kathryn is insurance licensed in Minnesota and other states.

• University of St. Thomas, B.A. in Business Administration

• Chartered Retirement Planning Counselor℠

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Nicole leads the team's administrative management, client support and marketing functions. Nicole has significant financial services experience in institutional and wealth management settings and holds Series 7 and 63 licenses, as well as life, accident and health insurance license. Prior to UBS, Nicole was with Wells Capital Management providing trading support and coordination for an institutional sales team. Nicole and her husband, Steve live in Eden Prairie, with their two children. She earned her BS degree in business and marketing from St. Mary's University of Minnesota.

• St. Mary's University of Minnesota, BS in Business and Marketing

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Natalie is focused on providing exceptional service to clients and is responsible for overseeing the day-to-day operations of the practice.  Natalie holds the Series 7 and 66 securities licenses, and started her career in the financial services industry in January 2014.

Natalie graduated summa cum laude from the University of Central Florida, where she earned her B.S in Hospitality Management.  Prior to joining UBS and Kenefick Bolstad Wealth Management, Natalie was a front office manager at the award-winning Walt Disney World Swan and Dolphin Resort in Lake Buena Vista, FL, and an Assistant Front Office Manager at the MGM Grand Detroit, a AAA Four Diamond and Forbes Four Star property in Michigan.

In her free time, Natalie enjoys spending time with her husband, Andrew, and 2 young children.  She loves visiting with family and friends; traveling; going to hockey, bandy, and football games; going to coffee shops; and being active!

• University of Central Florida, B.S. in Hospitality Management

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Evan joined the team in 2022.  Prior to UBS, Evan worked in an advisory role with Fidelity Investments and on the trading team at Ameriprise Financial.  Evan graduated from Gustavus Adolphus College with a B.A. in Financial Economics and holds his Series 7 and 66 Licenses.  He currently lives in Rosemount with his partner, Delaney, and young son.  His interests outside of work include spending time with family, enjoying the great outdoors, coaching, as well as playing hockey and bandy.

• Gustavus Adolphus College, B.A. in Financial Economics