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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Keith-Burke

    Keith Burke

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
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    • CT
    • DC
    • FL
    • GA
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    Keith Burke brings 30 years of Wealth Management experience - currently overseeing over $300 million of client assets. Before UBS, Keith served as a financial advisor at Piper, Jaffray & Hopwood.

    Keith employs a comprehensive approach to high level wealth planning for both corporate and personal financial goals. He has significant experience in assisting clients implement retirement funds and long-term investing strategies. Additionally, Keith has a deep understanding of corporate plans ranging from Stock Options to Rule 144 Restricted Stock to Pre-IPO Planning. 

    As a member of the UBS President's Council, he is recognized as one of the leading Financial Advisors in the industry.

    He is a graduate of Carleton College where he earned a degree in Economics with a concentration of Science, Technology & Public Policy.

    Outside of advising clients, Keith enjoys skiing out west, playing lacrosse and spending time with his daughter and dog.  

      • Carleton College, Economics
        681 East Lake Street
        Wayzata, MN 55391
      • Andre-Kiernan

        Andrew Kiernan

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • FL
        • GA
        • HI
        • IA
        • IL
        • IN
        • MD
        • MN
        • MO
        • MT
        • NC
        • ND
        • NJ
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        • PA
        • SC
        • TN
        • WA
        • WI

              681 East Lake Street
              Wayzata, MN 55391
            • Laurie-Knutson

              Laurie Knutson

              Senior Client Associate

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • FL
              • GA
              • IL
              • IN
              • KY
              • MI
              • MN
              • MO
              • NC
              • ND
              • NE
              • NJ
              • NM
              • NY
              • OH
              • OK
              • OR
              • PA
              • TN
              • TX
              • VA
              • WA
              • WI
              • WY

              Laurie Knutson began working at UBS in 1988 as the Branch Office Administrator and in 2008 joined the Burke Investment Group as a Senior Registered Client Service Associate. She holds the Series 7 and 66 securities licenses and focuses on providing exceptional client service.

                    681 East Lake Street
                    Wayzata, MN 55391

                  The Year Ahead - Sustainable Investing

                  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