Experience

Lou entered the financial services industry in 1992 and offers clients a personalized approach to managing their investment portfolios.  Lou works with clients' attorneys, CPAs and other professional counsel to ensure their full spectrum of personal and financial needs are addressed.  He then prepares customized portfolio and product recommendations to ensure each client's retirement, estate planning and other financial goals become a reality. 

Lou is a member of the Investment Management Consultants Association and has earned membership in the prestigious UBS Chairman's Council.  He holds an economics degree from the University of Minnesota.  Active in the community, Lou currently serves on the Board of Directors for Bolder Options, a youth mentoring organization.  Previously, he has served on the Advisory Board for the University of Minnesota's Athletic Department as well as on board of the One Percent Club.  He has coached a girls travel basketball team in Wayzata, and was a councilmember at his church, Oak Knoll Lutheran.  He and his wife, Jill have three daughters and currently reside in Orono.  California Non-Resident Insurance License #0J24824

Chris is one of the lead Financial Advisors of our team located in the Wayzata, Minnesota Office.   Chris has a passion for providing affluent families in-depth advice, helping clients manage generational wealth and providing clients the solutions for challenging problems that ultra-high net worth clients face.   Chris also works with business owners in preparing for a strategic exit planning utilizing the firm’s global resources and works to assist clients with commercial real estate lending. 

Prior to joining the team, Chris spent several years in Management at UBS and leverages his past management experiences to help our clients access the extensive global resources of UBS. 

Chris is proud to be involved in a number of local charities serving the needs of children and the underprivileged.  California Non Resident Insurance License #2015469

Andrea is usually the first voice you hear when you call the Major Close Watkins Wealth Management Group. Since entering the industry in 1996, she has developed a range of skills that help streamline operations for the team and its clients. Her responsibilities include opening and servicing new accounts, answering monthly statement questions and managing all client correspondence, in addition to helping manage account changes and other important client needs. Andrea takes pride in providing clients with the personalized attention and solution-oriented service they deserve. She currently lives in Edina with her husband, Kent and their three children.

Carson joined our team in 2018.  Carson supports the team by servicing high-net-worth and ultra-high-net worth clients.  Carson’s focus includes alternative investments, portfolio strategy, allocation implementation, and is the point of contact for next generation clients. 

Carson is a graduate of University of Wisconsin Platteville, and lives in Lemont, IL with his wife, Jessica, and their son.

Dustin has over 18 years of experience in the financial services industry and worked for Wells Fargo Advisors prior to joining UBS. Serving his current position, he helps assisting clients with their various needs as well as assisting in the financial planning process. In addition, his other roles consist of helping with client meetings as well as functioning as a backup to other team members.

A native to Minnesota, Dustin graduated with a Bachelor of Science degree at Metro State University. In his free time he enjoys watching and playing sports, especially football and soccer. He can also be found running along various trails in the summer and cross country skiing in the winter months. He also volunteers as a math tutor at the Hubb's Learning Center in St. Paul.

As the Team Business Manager Carol’s primary focus is to help our team deliver the very best we can to each client. She works with our whole team, ensuring our internal practices and processes are aligned with our focus. Carol has been with UBS for over 35 years. Prior to joining our team, Carol was the Market Administrative Officer for the Minnesota Northern Plains Market. She's able to use her past experiences with UBS to ensure each client is serviced at the very highest level. Carol lives in Delano, MN and has 2 grown children.

Molly helps with all things Operational related for our team.  She focuses on managing client information and documentation, efficient execution of client trades, and providing excellent client service. Her skilled navigation of external partners and vendors makes her indispensable and treasured by our clients.

Molly has been in the business for 25 years. Her understanding of internal operations allows the team to provide an unparalleled client experience. Molly earned her B.A. in Finance from the University of St. Thomas in Saint Paul Minnesota. Molly holds series 7, 63 and 65 licenses. Molly has earned the Financial Paraplanner Qualified Professional™ (FPQP) designation.

Molly lives in Bloomington Minnesota with her adult daughter Macayla. In her free time, she enjoys traveling and spending time with family and friends.