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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.

  • John Kim

    John Kim

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • IL
    • MI
    • MN
    • MT
    • NM
    • NV
    • NY
    • OR
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    With over 40 years of financial services experience, John offers high-net-worth individuals and families investment expertise and customized wealth management planning. With clients he emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He provides multi-generational wealth planning, estate planning, education funding and structures for charitable giving.

    John earned a M.B.A. in quantitative methods and finance from the University of Chicago and a B.A. in mathematics from Macalester College. John lives in Eden Prairie, MN with his wife Sue. They also enjoy spending time at their home in Carlsbad, CA.

      • University of Chicago , M.B.A. in Quantitative Methods and Finance
      • Macalester College, B.A. in Mathematics
      • Senior Portfolio Manager
      80 South 8th Street
      Suite 2900
      Minneapolis, MN 55402
    • Christy LaCourse

      Christianna LaCourse

      First Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • FL
      • IL
      • MI
      • MN
      • MT
      • NM
      • NV
      • NY
      • OR
      • SC
      • TN
      • TX
      • VA
      • WA
      • WI

      Christy began her career in the financial services industry in the mid 1990's. After taking time at home to raise her children, she returned to UBS to work alongside her father John Kim. She offers individuals and families peace of mind and financial security by providing a disciplined approach to investing, creating customized solutions that fit their needs. Her clients benefit from a goals based planning approach which addresses their current and future needs, while creating a systematic plan that continuously monitors market behaviors and personal developments to ensure they are on the path to achieving their goals.

      Christy earned a M.B.A. in finance from the University of St. Thomas in St. Paul, MN and her B.A. from Arizona State University. She currently lives in Excelsior with her husband Mike and their four children.

        • University of St. Thomas in St. Paul, MN, M.B.A. in Finance
        • Arizona State University, B.A.
          80 South 8th Street
          Suite 2900
          Minneapolis, MN 55402

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        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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