An experienced and committed team

Jeff Botz is a Senior Wealth Strategy Associate with the Karl Nikodym Wealth Management Group, partnering closely with clients to develop personalized wealth management strategies tailored to each client's unique goals and priorities. He serves as the team's specialist in insurance and financial planning, helping clients navigate important financial decisions with confidence and clarity.

Jeff believes in building strong personal and professional connections with his clients. His commitment to understanding each client's individual needs has earned their trust and respect, resulting in many long-term relationships. His goal is to help clients achieve their own definition of financial success through thoughtful planning and personalized guidance.

Jeff has been in the financial services industry since 1998 and has extensive industry knowledge and experience.  He began his career with UBS in 2003 and after a brief tenure with Wells Fargo Advisors, he rejoined UBS in 2019.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Jeff takes a comprehensive approach to wealth management, with expertise in retirement planning, tax-aware strategies, estate planning considerations, and wealth preservation. He holds Series 6, 7, 63, and 65 securities licenses, as well as an insurance license, and has earned the Chartered Retirement Plans Specialist℠ (CRPS®) designation.

Jeff resides in St. Joseph, Minnesota, and enjoys spending time at the family cabin in northern Minnesota and visiting his three adult children.

 MN Insurance License #20267409

Veronica Villeneuve, CFP®, is a Senior Wealth Strategy Associate at UBS Financial Services, where she partners with high-net-worth individuals and families to deliver personalized, holistic wealth management solutions. With a strong foundation in financial planning and a commitment to building lasting client relationships, Veronica helps clients navigate complex financial decisions with clarity, confidence, and a long-term perspective.

As a CERTIFIED FINANCIAL PLANNER® professional, Veronica is committed to the highest standards of ethics and client care. She prioritizes ongoing professional development and remains attentive to evolving market trends, regulatory changes, and planning strategies to help clients make informed decisions.

Outside of work, Veronica enjoys traveling, visiting national parks, hiking, and spending time in northern Minnesota with her husband and children.

Kalee Olson is a Senior Registered Client Associate with UBS Financial Services and a trusted resource for clients and colleagues within the Karl Nikodym Wealth Management Group. She excels in managing account operations, maintaining accurate records, and addressing client needs with efficiency, care, and attention to detail. As the team's insurance specialist, Kalee provides valuable expertise and support to help deliver comprehensive client service.

Known for her professionalism, discretion, and commitment to UBS's high standards, Kalee is dedicated to building lasting client relationships and ensuring that every experience is seamless and reassuring. Her responsiveness and client-centered approach contribute to the team's reputation for personalized wealth management and exceptional service.

With 30 years of experience in the financial services industry, 21 with UBS, Kalee brings extensive industry knowledge and a deep commitment to client service. She holds FINRA Series 7, 63, and 65 licenses, enabling her to provide knowledgeable support across a wide range of client needs while helping maintain the highest standards of service and professionalism.

Kalee resides in Alexandria, Minnesota, with her husband.  She loves to travel, bake and spend time with her adult children.

Tracy Meyer is a Senior Client Services Associate dedicated to delivering exceptional support and service to clients. She collaborates closely with the entire team to ensure seamless account administration, proactive communication, and personalized solutions tailored to each client's unique needs.

Tracy is known for her unwavering commitment to confidentiality, integrity, and client care. Her attention to detail and responsive approach help create a smooth and reassuring experience for clients, contributing significantly to the team's reputation for personalized white-glove service and commitment to excellence.

With 29 years of experience in the financial services industry, most of which have been spent with UBS Financial Services, Tracy brings a wealth of knowledge and expertise to the team. She holds FINRA Series 7, 63, and 65 licenses. She also provides valuable support and insight in the area of alternative investments, helping clients navigate a broad range of wealth management solutions.

Tracy resides in Sauk Centre, Minnesota, with her husband and enjoys spending time with her adult daughters, cherishing every opportunity to create lasting memories.

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.