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KBK Wealth Managment

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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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.

  • Peter-Kenefick

    Peter Kenefick

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • ME
    • MI
    • MN
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • TX
    • VA
    • VI
    • WA
    • WI
    • WY

    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.

    • 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.

    • University of Minnesota Carlson School of Management
      Exit planning
      681 East Lake Street
      Wayzata, MN 55391
      peter.kenefick@ubs.com
      Peter Kenefick
      681 East Lake Street,Wayzata,MN,55391
    • Lester-Bolstad

      Lester "Les" Bolstad III

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • HI
      • IA
      • IL
      • IN
      • KY
      • MA
      • ME
      • MI
      • MN
      • MT
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OK
      • OR
      • PA
      • SC
      • TX
      • UT
      • VI
      • WA
      • WI

      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.

      • 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.

      • University of Minnesota
      • Wealth Advisor
      681 East Lake Street
      Wayzata, MN 55391
      les3.bolstad@ubs.com
      Lester "Les" Bolstad III
      681 East Lake Street,Wayzata,MN,55391
    • Douglas Kottke

      Douglas Kottke, CEPA

      Financial Advisor

      Certified Exit Planning Advisor

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      • AK
      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • HI
      • IA
      • IL
      • IN
      • KY
      • MA
      • ME
      • MI
      • MN
      • MT
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OK
      • OR
      • PA
      • SD
      • TX
      • VI
      • VT
      • WA
      • WI

      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 Exit 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.

      • 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.

      • Saint Olaf College, B.A.
      • Hamline University School of Law, J.D.
      • Certified Exit Planning Advisor
      Exit planning
      681 East Lake Street
      Wayzata, MN 55391
      douglas.kottke@ubs.com
      Douglas Kottke, CEPA
      681 East Lake Street,Wayzata,MN,55391
    • Mark-Specker

      Mark Specker, Senior Portfolio Manager, CFA, CFP, CEPA

      Financial Advisor

      CERTIFIED FINANCIAL PLANNER™

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • HI
      • IA
      • IL
      • IN
      • KS
      • KY
      • MA
      • ME
      • MI
      • MN
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI

      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.

      • 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.

      • Columbia University, AB
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Financial Analyst®
      • Senior Portfolio Manager
      • Certified Exit Planning Advisor
      Exit planning
      681 East Lake Street
      Wayzata, MN 55391
      mark.specker@ubs.com
      Mark Specker, Senior Portfolio Manager, CFA, CFP, CEPA
      681 East Lake Street,Wayzata,MN,55391
    • Sherri-Tuttle

      Sherri Tuttle

      Investment Associate

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      • AZ
      • CA
      • CO
      • DC
      • FL
      • GA
      • HI
      • IA
      • IL
      • IN
      • KY
      • LA
      • MA
      • MI
      • MN
      • MT
      • NC
      • NV
      • NY
      • OR
      • PA
      • TX
      • VA
      • VI
      • WA
      • WI

      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.

            681 East Lake Street
            Wayzata, MN 55391
            sherri.tuttle@ubs.com
            Sherri Tuttle
            681 East Lake Street,Wayzata,MN,55391
          • Dan

            Dan Monahan, CFP®, CPWA®

            Account Vice President

            CERTIFIED FINANCIAL PLANNER™

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            • AK
            • AZ
            • CA
            • CO
            • DE
            • FL
            • GA
            • HI
            • IA
            • IL
            • IN
            • KY
            • MA
            • ME
            • MI
            • MN
            • MT
            • NC
            • NE
            • NM
            • NV
            • NY
            • OK
            • OR
            • PA
            • SD
            • TX
            • VI
            • WA
            • WI

            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.

            • 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.

              • CERTIFIED FINANCIAL PLANNER™
              681 East Lake Street
              Wayzata, MN 55391
              dan.monahan@ubs.com
              Dan Monahan, CFP®, CPWA®
              681 East Lake Street,Wayzata,MN,55391
            • Nicole-Hiller

              Nicole Hiller

              Senior Client Associate

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              • AK
              • AZ
              • CA
              • CO
              • FL
              • HI
              • IA
              • IL
              • KY
              • ME
              • MI
              • MN
              • NC
              • NE
              • NV
              • NY
              • OR
              • PA
              • SD
              • TX
              • VI
              • WA
              • WI

              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
                  681 East Lake Street
                  Wayzata, MN 55391
                  nicole.hiller@ubs.com
                  Nicole Hiller
                  681 East Lake Street,Wayzata,MN,55391
                • Natalie-Knutson

                  Natalie Knutson

                  Senior Client Associate

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                  • AK
                  • AZ
                  • CA
                  • CO
                  • FL
                  • IA
                  • IL
                  • KY
                  • ME
                  • MN
                  • NC
                  • NE
                  • NM
                  • NV
                  • OR
                  • PA
                  • TX
                  • VA
                  • VI
                  • WA
                  • WI

                  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, 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 family and friends.  She also enjoys traveling, going to sporting events, and being active!

                    • University of Central Florida, B.S. in Hospitality Management
                      681 East Lake Street
                      Wayzata, MN 55391
                      natalie.knutson@ubs.com
                      Natalie Knutson
                      681 East Lake Street,Wayzata,MN,55391
                    • Evan Erickson

                      Evan Erickson

                      Client Associate

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                      • AK
                      • AZ
                      • CA
                      • CO
                      • DC
                      • FL
                      • IA
                      • IL
                      • IN
                      • KY
                      • LA
                      • MA
                      • ME
                      • MI
                      • MN
                      • MT
                      • NC
                      • NE
                      • NV
                      • NY
                      • OK
                      • OR
                      • PA
                      • SC
                      • SD
                      • TX
                      • UT
                      • VA
                      • VI
                      • VT
                      • WA
                      • WI
                      • WV
                      • WY

                      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 wife, 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
                          681 East Lake Street
                          Wayzata, MN 55391
                          evan.erickson@ubs.com
                          Evan Erickson
                          681 East Lake Street,Wayzata,MN,55391

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