Experience

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—Morehead 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.

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.

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

Morgan joined UBS in 2019 and Lakeview Partners in 2025. As our team 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.

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.