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#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
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.
Senior Vice President–Wealth Management
For more than 20 years, Mark has been earning the trust of his clients with a holistic, thoughtful approach to wealth management. Mark enjoys his client-advisor relationships and trustfully serves them with financial planning in every stage of life.
Mark and his wife Vicky live in Alexandria, MN and have 3 adult children, Sam, Anna, and Ben as well as a couple black labs. Mark is dedicated to serving the youth in the community by being on the Board of Directors for FCA Hockey and Northstar Christian Academy. In his free time you can find Mark training his labs to compete nationally in field trials, spending time on a mountain bike trail, or cruising around the lake on the pontoon.
Senior Vice President–Wealth Management
For more than 20 years, Mark has been earning the trust of his clients with a holistic, thoughtful approach to wealth management. Mark enjoys his client-advisor relationships and trustfully serves them with financial planning in every stage of life.
Mark and his wife Vicky live in Alexandria, MN and have 3 adult children, Sam, Anna, and Ben as well as a couple black labs. Mark is dedicated to serving the youth in the community by being on the Board of Directors for FCA Hockey and Northstar Christian Academy. In his free time you can find Mark training his labs to compete nationally in field trials, spending time on a mountain bike trail, or cruising around the lake on the pontoon.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
Global leader
UBS is a world-leading wealth manager
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
