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$7 trn
UBS Group invested assets
As of 12/31/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
With more than 29 years of experience in the financial services
industry, Keith is a First Vice President of Wealth Management,
Certified Financial Planner, and Wealth Advisor out of the St. Paul
location.
He understands that wealth management is more than just the
wide range of financial services and solutions you can access at
UBS—it is about providing the right advice to help you pursue your
goals. That’s why he takes a customized approach to wealth
management built on a personal relationship and shaped by an
understanding of your needs and aspirations.
From retirement, estate and overall financial planning to corporate
stock option plans and strategies for concentrated securities
positions, Keith brings diverse experience to his practice across the
spectrum of clients’ wealth management needs. In fact, he has
earned extensive professional accreditation to serve his clients even
better:
– Keith earned the UBS Wealth Advisor designation in 2014
– In 2008, Keith received his Certified Financial Planner™ (CFP®)
certification for which he completes over 30 hours of continuing
education every year
Previously, Keith received a B.S. in Industrial Engineering from Iowa
State University in Ames, IA and an M.B.A. from the University of
Rochester's William E. Simon Graduate School of Business
Administration. He subsequently obtained his Series 7, 63 and 65
licenses, as well as life, health and variable annuities licenses.
He is married and has two daughters.
MN Insurance License: 20054047
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
With more than 29 years of experience in the financial services
industry, Keith is a First Vice President of Wealth Management,
Certified Financial Planner, and Wealth Advisor out of the St. Paul
location.
He understands that wealth management is more than just the
wide range of financial services and solutions you can access at
UBS—it is about providing the right advice to help you pursue your
goals. That’s why he takes a customized approach to wealth
management built on a personal relationship and shaped by an
understanding of your needs and aspirations.
From retirement, estate and overall financial planning to corporate
stock option plans and strategies for concentrated securities
positions, Keith brings diverse experience to his practice across the
spectrum of clients’ wealth management needs. In fact, he has
earned extensive professional accreditation to serve his clients even
better:
– Keith earned the UBS Wealth Advisor designation in 2014
– In 2008, Keith received his Certified Financial Planner™ (CFP®)
certification for which he completes over 30 hours of continuing
education every year
Previously, Keith received a B.S. in Industrial Engineering from Iowa
State University in Ames, IA and an M.B.A. from the University of
Rochester's William E. Simon Graduate School of Business
Administration. He subsequently obtained his Series 7, 63 and 65
licenses, as well as life, health and variable annuities licenses.
He is married and has two daughters.
MN Insurance License: 20054047
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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UBS is a leading and truly global wealth manager
