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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.

  • Christy LaCourse

    Christianna LaCourse

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • IL
    • IN
    • 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
        christy.lacourse@ubs.com
        Christianna LaCourse
        80 South 8th Street,Minneapolis,MN,55402
      • Nancy Hopp

        Nancy Hopp

        Senior Client Associate

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        • AZ
        • CA
        • CO
        • FL
        • IL
        • KY
        • MI
        • MN
        • NJ
        • NY
        • TX
        • VA
        • WA
        • WI

              80 South 8th Street
              Suite 2900
              Minneapolis, MN 55402
              nancy.hopp@ubs.com
              Nancy Hopp
              80 South 8th Street,Minneapolis,MN,55402
            • Mark Specker

              Mark Specker

              Senior Vice President–Wealth Management

              Financial Advisor

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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.

                  681 East Lake Street
                  Wayzata, MN 55391
                  mark.specker@ubs.com
                  Mark Specker
                  681 East Lake Street,Wayzata,MN,55391
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                UBS Year Ahead 2025

                Roaring 20s: The next stage

                Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                Read the report

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                As of 06/30/2024

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