Lasting relationships

Understanding what matters most to you

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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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Eric23

    Eric Wenkus

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • IL
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
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    • VA
    • WA
    • WI

    Eric began his career at UBS in 2002 after graduating from the University of St. Thomas with a degree in Finance. He earned the prestigious nomination into the UBS Wealth Advisor program and is qualified to help provide highly personalized wealth management services to clients. He holds Series 7, Series 66 and Minnesota Life, Health, Accident, Variable Life Insurance and Variable Annuities Licenses.

    Eric grew up in Minnesota, and he currently lives in Edina with his wife, Mali, and their 4 children; twin sons Becker and Miller (born 2009), and daughters McLaine (Lainey) (2012) and Emmery (2015). Eric's family is very active, spending most Winter weekends at local hockey rinks around the Twin Cities. In the Summer, they switch gears and enjoy all open weekends at their cabin in Sturgeon Lake, Minnesota. 

    Personal & Community

    • Edina Hockey Coach, 2014-present
    • University of St. Thomas Assistant Hockey Coach, 2004-2012
    • Forbes Best-in-State Wealth Management Teams, 2024The 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.

    • University of Saint Thomas, Bachelor of Arts Finance: 1999 - 2002
    • Bemidji State University: 1998 - 1999
      Long-term care planning
      Alternative investments
      401(k) plan services
      Banking
      Lending services
      Securities-backed lending
      Multi-generational families
      681 East Lake Street
      Wayzata, MN 55391
    • Randy

      Randy Petersen

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • DC
      • FL
      • GA
      • IA
      • IL
      • KS
      • LA
      • MA
      • MD
      • MI
      • MN
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA
      • WI

      Randy has been an advisor since 1986, and has always focused on both financial planning and portfolio management for clients.  He specializes in managing discretionary accounts for clients, which he started in 1999 when he became a Registered Investment Advisor Representative.  He holds Series 7, Series 66 and Minnesota Life, Health, Accident, Variable Life Insurance and Variable Annuities licenses.  In 2016, he added the Chartered Retirement Planning Counselor credential.

      Randy grew up in Brooklyn Park, MN, where he attended Cooper High School, and then graduated from  St. Olaf College with degrees in Religion and Political Science.  He lives in Plymouth with his wife, Debbie, and dog Lark. He has three children: Anna, Dane and daughter-in-law Mimi; and four grandchildren Case, Cole, Caroline and Charlotte.  Randy enjoys hockey, basketball, golf, fishing, hunting, reading novels, gardening, and travel.

      Personal & Community

      • Big Brother in Twin Cities BB Program, 2015-present
      • Plymouth Presbyterian Church, Board of Elders, 2019-present
      • Armstrong High School Boys Lacrosse Boosters Club President - 2008-2010
      • Plymouth Presbyterian Church, Board of Deacons, 2007-2008, Moderator of the Board, 2009
      • Cooper High School Football Coach 2004-2007

        • St. Olaf College, BA Religion, Political Science: 1980 - 1984
          Retirement planning
          Legacy planning
          Investing
          Custom portfolios
          Asset allocation
          681 East Lake Street
          Wayzata, MN 55391
        • Nate

          Natthan Osterberg

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • IA
          • ID
          • IL
          • KS
          • LA
          • MA
          • MD
          • MI
          • MN
          • NC
          • NE
          • NJ
          • NM
          • NV
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI

          Minnesota native Natthan Osterberg has been with UBS for 20 years. Natthan is a versatile and resourceful advisor, having amassed a network of collaborators, and known for his long-lasting client relationships. As an avid believer in alternative investment strategies, his experience in multiple realms is his differentiator: Carving out portions of client portfolios and deploying investment vehicles like hedge funds, private equity, managed futures, and REITs has been key to his success. He regularly engages in proactive option strategies to hedge client equity positions and is attuned to opportunistic investing. Natthan is known as an adept researcher and information-gatherer and is always inspired to find solutions that are smart and creative.

          Natthan grew up in Minnesota and attended Bethel University where he played football. He currently lives in Saint Louis Park with his wife, Jessie, two teenage daughters (Audrey and Piper), and three four-legged sons (Fletcher, Dude, and Jefe). Natthan is an avid Crossfitter, a sports fanatic, enjoys cooking for family and friends, and loves to just hang out with his wife
          and kids as much as possible. 

          • Forbes Best-in-State Wealth Management Teams, 2024The 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.

          • Bethel University, B.S. Biochemistry and Molecular Biology,
            Investing
            Custom portfolios
            Asset allocation
            681 East Lake Street
            Wayzata, MN 55391
          • Sara2023

            Sara Humann

            Financial Advisor

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            • AZ
            • CA
            • CO
            • DC
            • FL
            • GA
            • IA
            • IL
            • KS
            • LA
            • MA
            • MD
            • MI
            • MN
            • NC
            • NE
            • NJ
            • NM
            • NV
            • NY
            • OR
            • PA
            • SC
            • TN
            • TX
            • VA
            • WA
            • WI

            Sara joined UBS in 2019, spending the previous 12 years at Medtronic as a Financial Consultant working in various roles on corporate finance activities. She received a B.A. in Finance from the University of St. Thomas in 2001 and an MBA from the Carlson School of Management, University of Minnesota in 2007. She holds a Series 7 and Series 66 license and Minnesota Life and Health license.

            Sara grew up in West Bend, Wisconsin, and currently lives in Wayzata with her husband, Joe, and their 3 children; Maxwell (born 2008), Sydney (2011) and Danny (2014). Sara's first passion is supporting her children at school and their increasing activities; dance, baseball, football, basketball and piano. In her free time, she enjoys playing tennis and golf, exercising, watching all sports, and traveling as a family.

            Personal & Community

            • Plymouth Wayzata Youth Baseball Association Board Member, Field Scheduling Director, 2019 - present
            • PTA Board Member, 2019 – present
            • Wayzata Basketball Association, Tournament Assistant Director, 2020 - present
            • Historic West Bend Theatre Board Member, Treasurer, 2017-2019
            • Kid Zone Child Care Center Board Member, 2009 - 2012
            • Forbes Best-in-State Wealth Management Teams, 2024The 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.

            • University of St. Thomas, B.A. in Finance: 1997 - 2001
            • Carlson School of Management, University of Minnesota, MBA: 2005 - 2007
              Financial planning
              Women investors
              Education planning
              Banking
              Cash management
              681 East Lake Street
              Wayzata, MN 55391
            • Rick

              Rick Knapp

              Financial Advisor

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              • AZ
              • CA
              • CO
              • DC
              • FL
              • GA
              • IA
              • IL
              • KS
              • LA
              • MA
              • MD
              • MI
              • MN
              • NC
              • NE
              • NJ
              • NM
              • NY
              • OR
              • PA
              • SC
              • TN
              • TX
              • VA
              • WA
              • WI

              Rick entered the financial services industry 35 years ago. Rick’s clients are mainly independent business owners and corporate executives. He focuses on helping develop an appropriate investment strategy that ensures they will meet their long-term needs and goals. He brings objectivity and clarity in helping them meet life’s challenges.

              Rick grew up in suburban Chicago and attended St. Olaf College earning a Bachelor of Arts  degree. He is a resident of Wayzata and has been married to Teri for 33 years. They have three children and three grandchildren. All of them live outside of Minnesota, so they enjoy traveling to visit family. He is a sports fan focused on hockey, a golfer, and an avid trout fisherman. He is a member Trout Unlimited and the Laughing Trout Fly Tying Club.

              • Forbes Best-in-State Wealth Management Teams, 2024The 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.

              • St. Olaf College, B.A.
                Legacy planning
                Investing
                Alternative investments
                Structured products
                681 East Lake Street
                Wayzata, MN 55391
              • Liam23

                Liam Fanola

                Client Associate

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                • MN

                Liam joined UBS in 2021. He has extensive experience in financial services focused on relationship management and providing high-touch, personalized service. He began his career at Citi in 1999 and worked in Boston, Washington DC and Miami before relocating to Minnesota in 2018.

                Liam grew up in South America, speaks Spanish fluently and has fallen in love with Minnesota. Living in Minneapolis, he enjoys biking the chain of lakes and walking two Ocicats cats on the weekends.

                      681 East Lake Street
                      Wayzata, MN 55391
                    • Karen

                      Karen Peterson

                      Senior Client Associate

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                      • AL
                      • AZ
                      • CA
                      • CO
                      • FL
                      • HI
                      • IL
                      • KS
                      • MI
                      • MN
                      • NC
                      • NE
                      • NY
                      • SD
                      • TN
                      • TX
                      • WI

                      Karen, an extremely experienced financial services professional, is responsible for delivering proactive, customized, client-centered service that encompasses all aspects of the client experience.

                      Karen began her career with UBS/PaineWebber in 1979, giving her over 40 years of experience in the industry. She holds both a Series 7 and 63 license. 

                      Karen is a lifelong Minnesota resident who currently lives in Burnsville, MN with her husband, Jim. She has two grown children who live locally and enjoys her four grandchildren. In her free time, Karen enjoys reading, spending time outdoors, and is an avid Minnesota sports fan.

                            681 East Lake Street
                            Wayzata, MN 55391
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