Lasting relationships. For all that matters

• AZ
• CA
• CO
• DE
• FL
• GA
• HI
• IA
• IL
• MA
• MI
• MN
• MO
• MT
• NC
• ND
• NE
• NJ
• NY
• OH
• OR
• SC
• SD
• TN
• TX
• 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 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 in Wayzata with his wife, Karen.  Karen and Brandon share five children and three wonderful grandchildren.  Brandon's personal interests include biking, hiking, golfing and spending time with family and friends in both Minnesota and Arizona.

• Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.
• UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

• Accredited Wealth Management Advisor℠
• CERTIFIED FINANCIAL PLANNER®

• CA
• CO
• IA
• MN
• MT
• WI

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 spent 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 2 children, Ava and Sam.  When Todd is not working, he enjoys spending time with his family, golfing, reading and is an avid Minnesota sports fan.

• AZ
• MN

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 Todd to deliver and implement financial plans for our clients.  

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 in Wayzata with her husband, Brandon.  Brandon and Karen share five children and three adorable grandchildren. Karen's personal interests include golf, gardening, hiking, reading, traveling and time at her second home in Scottsdale AZ.

• AZ
• CA
• CO
• FL
• IL
• MA
• MI
• MN
• MT
• NC
• NJ
• NY
• OR
• SC
• TX
• WA
• WI

Morgan joined UBS in 2019 and Lakeview Partners in 2025. As our Senior Client Associate, Morgan oversees daily operations for the team, focusing on managing client information and documentation, new client onboarding, client banking, and a wide array of daily client service requests. Morgan plays an integral role in delivering excellent service to our clients. She is series 6, 7, 63 and 65 licensed and holds her Minnesota insurance license for life, health, long term care and variable annuities.

Prior to joining UBS, Morgan served as a Wealth Management Associate at US Bancorp. She is a 2016 graduate of the University of Minnesota – Twin Cities and received her Bachelor of Arts degree in Communication Studies. She studied vocal performance at Bethel University and the University of Minnesota – School of Music and served as a cantor for the Church of Saint Peter in North St. Paul.

She and her husband Jack have two sons, Harrison and Ben. They live in Woodbury along with their dog Murphy. In her free time, Morgan enjoys traveling to Florida with her family, summers on Madeline Island and DIY home and design projects.

Nick joined Lakeview Partners in 2025. Prior to UBS, he worked at Moylan Kropp, a wealth management firm in Omaha Nebraska.

As a Wealth Strategy Associate/Planning Specialist Nick focuses on client financial plan data collection and ongoing financial plan client updates. He is series 7 and 66 licensed and also holds his Minnesota insurance license.

Nick graduated from the University of Nebraska-Lincoln in May of 2024 with a degree in finance. He recently moved to St. Louis Park and spends his personal time golfing, snowboarding, and is an avid college and pro sports fan.

• University of Nebraska, Bachelor of Science in Business Administration