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.

  • EricL

    Eric Wenkus

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • MA
    • MD
    • MI
    • MN
    • NC
    • NM
    • PA
    • SC
    • TN
    • TX
    • UT
    • 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
      • 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
        • IA
        • IL
        • MA
        • MD
        • MI
        • MN
        • NC
        • NM
        • PA
        • SC
        • TN
        • TX
        • UT
        • WA
        • WI

        Randy has been an advisor for 35 years, 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 has been a resident of Plymouth, MN for 30 years, with wife, Debbie, and dogs Elsa and Gus. He has four children: Anna and son-in-law Wyatt; and 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
          • Sara

            Sara Humann

            Financial Advisor

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            • AZ
            • CA
            • CO
            • DC
            • FL
            • MA
            • MD
            • MI
            • MN
            • NC
            • NM
            • PA
            • SC
            • TN
            • TX
            • UT
            • 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
              • 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
                681 East Lake Street
                Wayzata, MN 55391
              • Karen

                Karen Peterson

                Senior Client Associate

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                • AL
                • CA
                • FL
                • HI
                • IL
                • KS
                • MI
                • MN
                • SD
                • TN
                • 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
                    • Janice

                      Janice Hatlestad

                      Senior Client Associate

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                      • AZ
                      • CA
                      • CT
                      • FL
                      • IA
                      • IL
                      • IN
                      • MA
                      • MI
                      • MN
                      • NC
                      • OH
                      • OR
                      • SD
                      • TX
                      • WA
                      • WI

                      Janice has served clients in the financial services industry since 1999. She assists clients with their account administration needs and also manages the operational details of the business. Her Series 7 and 66 securities licenses allow her to directly assist clients with more diverse transactional and other service-related needs, enabling our team to provide more efficient, timely service.

                      Janice received a business degree from Minneapolis Business College and holds the Series 7 and 66 licenses. She and her husband Rick live in Lakeville, MN and enjoy golf, boating, skiing, and travel.

                            681 East Lake Street
                            Wayzata, MN 55391
                          Goals-based planning

                          Goals-based planning

                          Retirement planning

                          Retirement planning

                          The rising generation in a new world

                          The rising generation in a new world

                          Are you ready for anything?

                          A Liquidity strategy can help.

                          In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

                          Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          Global leader

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                          More than 150 years

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