An experienced and committed team

Jeff has been in the financial services industry since 1998 and started at UBS in 2003. He spent a few years with Wells Fargo Advisors and he then rejoined the UBS team in 2019.  Jeff believes in building strong personal, as well as professional relationships with his clients.  It is apparent that his clients trust and respect him, because he has built many long-term relationships.  His goal is to help his clients achieve their own individual definition of financial success.

Jeff lives in St. Joseph, Minnesota and when not working enjoys family time at the cabin.  Jeff is a CERTIFIED FINANCIAL PLANNER ™ (CFP®) and has earned his Series 6, 7, 63 and 65 securities licenses, as well as his insurance license.

MN Insurance License #20267409

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.

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.

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.

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.