An experienced and committed team

Kalee Olson

Senior Client Associate

Kalee Olson is a Senior Registered Client Service Associate. She has 24 years of experience in the financial industry. She has been with UBS for over 15 years. Kalee holds Series 7, 63 and 65 licenses and has a B.A. degree from St. Cloud State University. Kalee resides in Alexandria with her husband and two children.

Registered States:
  • MN

Education

  • St. Cloud State University, B.A.
4150 S Second Street
Suite 500
St Cloud, MN 56301

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Tracy Ann Meyer

Senior Client Associate

Tracy Meyer is a Client Service Associate. She has over 24 years of experience in the financial industry. She has been with UBS for 19 years.  Tracy has always worked in the financial industry.  Tracy has an A.A.S. degree from Alexandria Technical College. She resides in Sauk Centre with her husband and two children.

Registered States:
  • MN

Education

  • Alexandria Technical College, A.A.S.
4150 S Second Street
Suite 500
St Cloud, MN 56301

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Veronica Villeneuve

Senior Wealth Strategy Associate

Veronica Villeneuve is a Senior Wealth Strategy Associate for the Karl Nikodym Wealth Management Group.  She has a B.S. degree from St. Cloud State University and has over 7 years of sales and marketing experience.  Veronica joined UBS in 2017 and holds Series 7, 63, and 65 securities licenses, as well as her insurance license. Veronica's hobbies include running, fishing, golfing, and hiking. She resides in Sartell with her son.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • ID
  • MI
  • MN
  • MT
  • NC
  • ND
  • NM
  • NY
  • SD
  • TX
  • WA
  • WI

Education

  • St. Cloud State University, B.S.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
4150 S Second Street
Suite 500
St Cloud, MN 56301

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Michelle Beeman

Client Associate

Michelle Beeman is a Client Service Associate. Michelle joined our team with over 25 years of experience in the Retail Management and Sales Industry. She holds B.A. degrees in Business Administration and Organizational Communications from Concordia College, Moorhead, Minnesota.  Michelle and her husband enjoy traveling, spending time at the lake, and scuba diving. Michelle resides in Sartell with her husband John.

Education

  • Concordia College, B.A. Degrees in Business Administration and Organizational Communications
4150 S Second Street
Suite 500
St Cloud, MN 56301

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