Lasting relationships. For all that matters

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• IL
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• MA
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• MN
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• OH
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• WI

Brandon joined UBS Financial Services in 2011 after 12 years with RBC Wealth Management.  Prior to working as a Financial Advisor, Brandon worked as a program consultant and manager for Father Flanagan's Boys Town, in both Nevada and California.

Brandon is responsible for developing and implementing team investment strategy.  He is also responsible for executing the investment selection and investment monitoring process.  In addition, Brandon serves as the primary advisor to team clients, leading investment and financial planning reviews.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designee, Brandon rigorously adheres to the CFP® board Standards of Professional Conduct.  In addition, Brandon is a series 7 and 66 licensed and holds numerous state insurance licenses.  Brandon holds a Bachelor of Arts degree from Minnesota State University Moorhead as well as a Master of Arts degree in Clinical Psychology from the University of Nevada at Las Vegas. 

Brandon resides on Prior Lake with his wife, Karen.  Karen and Brandon share five children and two wonderful grandchildren.  Brandon is actively involved in supporting youth athletics, Habitat for Humanity, and Junior Achievement.  Brandon's personal interests include biking, hiking and golfing with family and friends.

• Moorhead State University, BA Psychology: 1990 - 1994
• University of Nevada, Las Vegas, MA Clinical Psychology: 1994 - 1996

• Accredited Wealth Management Advisor℠
• CERTIFIED FINANCIAL PLANNER™

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• CO
• DE
• FL
• GA
• HI
• IL
• IN
• MA
• MD
• MI
• MN
• MO
• NE
• NJ
• NY
• OH
• OR
• SC
• SD
• TN
• TX
• VT
• WA
• WI

Greg began his career in one of the equity market's most tumultuous months on record—and since 1987 Greg has helped clients manage their wealth through good times and bad.  Greg joined UBS in 2010 after 14 years with RBC Wealth Management and 6 years at Smith Barney

Greg's emphasis is asset allocation and holistic portfolio management with a focus on retirement income planning.  Greg also provides years of experience related to education planning, charitable giving and estate planning strategies.  In addition, Greg serves as the primary advisor to team clients, leading investment and financial planning reviews.

Greg is a series 7 and 63/65 licensed and holds numerous state insurance licenses.  Greg holds a Bachelor's degree in Finance from the University of St. Thomas in St. Paul MN. 

Greg lives with his partner David and their two Portuguese Water Dogs on their hobby farm in Pepin WI.  Greg is active with many local organizations and charities and in 2010 Minneapolis St. Paul Magazine recognized Greg as the Volunteer of the Year. Greg is currently on the Board of the Animal Humane Society.  Greg is an avid traveler and boater and enjoys spending time outdoors.

• MN

Todd joined UBS and Lakeview Partners in 2022.  Todd started his career in the financial markets in 1995, taking a position with Dain Rauscher.  Todd rose to Director of Equity Trading before leaving RBC to join Piper Jaffray in 2004.  Todd the next 15 years at Piper Jaffray working in Institutional Equity Sales and Trading and was named Managing Director in 2014. 

Todd’s focus within Lakeview Partners is new client development, portfolio analysis and strategy implementation.  Todd holds Series 7, 24, 55, 63 and 66 securities licenses and holds a Bachelor’s degree in Finance from Minnesota State University-Moorhead. 

Todd lives in Long Lake, MN with his wife Katie and kids (Sam and Ava).  When Todd is not working, he enjoys spending time with his family, golfing, reading and is an avid Minnesota sports fan.

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• OH

Karen joined UBS Financial Services in 2011 after 11 years with RBC Wealth Management.  Prior to working at RBC Karen also worked for Milliman & Robertson and American Express.

As a Planning Specialist, Karen is responsible for building tailored financial plans based on an understanding of our clients' needs, goals and risk tolerance.  Karen works in conjunction with Brandon and Greg to deliver and implement these plans for our clients.  Karen also assists in the monitoring and researching of current and prospective investment strategies.

Karen attended Coe College in Cedar Rapids IA.  Karen holds the Series 7, 9, 10 and 66 securities licenses and numerous state insurance licenses.

Karen lives on Prior Lake with her husband, Brandon.  Brandon and Karen share five children and two adorable grandchildren. Karen's personal interests include gardening, biking, hiking, reading, traveling and time at her second home in Scottsdale AZ.

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• MN
• NC
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• WI

As our teams Client Service Associate, Karen is responsible for addressing a wide range of client service issues.  Karen's extensive industry knowledge and problem solving skills contribute significantly to our teams' client service success. 

Karen began her career in 1979 with PaineWebber/UBS and worked there for 30 years before moving to Merrill Lynch in 2009.  She returned to UBS in 2016.  Karen holds both a Series 7 and Series 63 license.

Karen is a lifelong Minnesota resident who currently lives in Burnsville, MN with her husband, Jim.  She has two grown children who live locally and enjoys her three grandchildren.  In her free time, Karen enjoys reading, spending time outdoors, and is an avid Minnesota sports fan.