Knowledge

Morgan focuses on delivering personalized client service to meet the expectations and goals of each client. She ensures the smooth day-to-day business functions of the team and coordinates client hospitality events. In addition to providing client relationship management, Morgan supports the development of the team business plan and coordinates with branch management on business- and team-related matters.

Morgan received her B.A. in Public Policy from The University of Chicago. Since joining the industry in 2012, she has earned her Series 6, 63, 65, and 7 securities licenses.

Morgan and her husband Keigan live in Wisconsin with their children. They enjoy spending time with family and being outdoors.

Pam has worked in the wealth management industry for 24 years and is integral to the team’s delivery of a highly personalized client service experience. She is responsible for the day-to-day operations and organization of each clients’ personalized relationship.

Pam enjoys building strong personal relationships with clients to better understand their individual needs and goals. She is always prepared to exceed client expectations.

Julie Heidenreich has worked in the financial services industry since 2001. She started working with Mark Bacigalupo in October 2003 as a Registered Client Associate. She has also been the St. Paul Client Associate Coach for many years, helping train new associates and collaborating with the home office to implement new ideas and improvements.

Julie has a cat named Hoot who demands most of her attention,  but in her other spare time she likes to read, paint, entertain friends, or go for walks.

Julie she lives in Hudson, WI but is originally from Ottawa, KS. She has raised two daughters with her late husband Al. Mandie and Gina both live nearby and they spend a lot of time doing pedicures, movie nights or hanging out at the Big Sandy Lake cabin with the rest of the family.

Jack serves as a Wealth Strategy Associate with the Shafer Block team, working with clients in a variety of client service capacities. Prior to joining our team, Jack spent two years with the UBS Wealth Advice Center in an advisory role where he focused on helping clients implement investment strategies.

Jack came to UBS after graduating from Saint Mary’s University of Minnesota where he earned a bachelor’s degree in finance and was a member of the men’s hockey team. Originally from the Chicago suburbs, he currently resides in Minneapolis, MN. Jack is an avid golfer and very much enjoys staying involved in the game of hockey as well as being a mentor with the Big Brothers Big Sisters Twin Cities Organization.

James has been at UBS since 2005 and is the senior partner of Shafer Block Wealth Management. He attributes his success to his personal touch, listening skills and experience. He strives to build lasting relationships through learning what his clients are trying to accomplish.

James leads the team in translating clients’ goals, their definition of risk and their personality into a financial plan that will survive the test of time. We focus on cost, risk and tax efficiency. He also brings a deep knowledge of corporate compensation plans, which has helped clients achieve their goals.

James is a graduate of the University of Minnesota–Duluth with a degree in finance and economics. In his free time, he is an avid fisherman and golfer. But most importantly, he enjoys spending time with his son Ethan.