Now is the time to plan your future

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. 

Samuel is a Wealth Strategy Associate, and serves clients by creating financial plans and strategies based on the financial goals of each client. 

Sam graduated from Bethel University with a Degree in Business with a focus on Economics and Finance.  In addition to his studies, Sam played golf for the Royals and was a research analyst for the Student Managed Investment Fund at Bethel.  

Sam and his wife Colleen reside in Scottsdale, AZ.  They both enjoy being active and when Sam is not in the office he can typically be found golfing, hiking, or finding a good sunset. 

Kalee Olson is a Senior Registered Client Service Associate.  Kalee has over 25 years of experience in the financial services industry.  She has been with UBS since 2005 and holds a Series 7, 63 and 65 securities licenses.  Kalee holds a B.A. degree from Saint Cloud State University.

Kalee uses her experience and integral knowledge of the securities industry to efficiently assist our clients. Kalee leads the team’s client service and support functions.

Kalee and her husband reside in Alexandria, MN with her two children.  Kalee enjoys traveling and spending time with her family.