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Kenefick-Bolstad-Kottke-Wealth-Management

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.

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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    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
        Exit planning
        681 East Lake Street
        Wayzata, MN 55391
      • Lester-Bolstad

        Lester "Les" Bolstad III

        Senior Vice President–Wealth Management

        Financial Advisor

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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
          681 East Lake Street
          Wayzata, MN 55391
        • Douglas-Kottke

          Douglas Kottke, CEPA

          Financial Advisor

          Certified Exit Planning 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
            Exit planning
            681 East Lake Street
            Wayzata, MN 55391
          • Kathryn-Hoy

            Kathryn Julie Hoy, CRPC

            Director

            Financial Advisor

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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℠
              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
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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
                Exit planning
                681 East Lake Street
                Wayzata, MN 55391
              • Sherri-Tuttle

                Sherri Tuttle

                Investment Associate

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                • WY

                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

                    Connecting you to the deep resources of UBS

                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                    A way forward

                    Understanding your life, your wealth and what you want to accomplish.

                    We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                    Let's talk about how we can help you plan for the life you want

                    Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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