Experience

Makes all the difference

Matthew Nikodym, AAMS, CRPS

Managing Director–Wealth Management

Financial Advisor

Matt Nikodym has 17 years of experience in the financial services industry.  He joined UBS in 2003.  During his tenure with UBS, Matt has developed long-lasting relationships during difficult markets.  Matt has earned the designation of Senior Retirement Plan Consultant for his experience in consulting with companies on their 401k and retirement plans.  Matt works primarily with individuals and small business owners, providing financial planning, retirement planning, wealth management and Insurance strategies.  Matt is a Credited Asset Management Specialist (AAMS®), as well as a Chartered Retirement Plan Specialist (CRPS®).  

Matt's is an avid cyclist, and also enjoys golf, tennis and skiing. He resides in St. Cloud with his wife Jessica and his three sons.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • IA
  • ID
  • IL
  • MA
  • MI
  • MN
  • MS
  • MT
  • NC
  • ND
  • NE
  • NM
  • NV
  • NY
  • OR
  • SC
  • SD
  • TN
  • TX
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • St Cloud State University, B.S. in Finance

Credentials

  • Senior Portfolio Manager
  • Senior Retirement Plan Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
401(k) plan services
Business owners
4150 S Second Street
Suite 500
St Cloud, MN 56301

Email Me

matthew.r.nikodym@ubs.com
Matthew Nikodym, AAMS, CRPS
4150 S Second Street,St Cloud,MN,56301

Jeffrey "Jeff" Botz, CFP

Account Vice President

Financial Advisor

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 with his three children.  Jeff is involved with in his children's activities 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.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • IA
  • ID
  • MA
  • MI
  • MN
  • MS
  • MT
  • NC
  • ND
  • NM
  • NV
  • NY
  • OR
  • SC
  • SD
  • TN
  • TX
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • St Johns University

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
4150 S Second Street
Suite 500
St Cloud, MN 56301

Email Me

jeffrey.botz@ubs.com
Jeffrey "Jeff" Botz, CFP
4150 S Second Street,St Cloud,MN,56301

Kalee Olson

Senior Client Associate

Registered States:
  • MN
4150 S Second Street
Suite 500
St Cloud, MN 56301

Email Me

kalee.olson@ubs.com
Kalee Olson
4150 S Second Street,St Cloud,MN,56301

Tracy Meyer

Senior Client Associate

Tracy Meyer is a Senior Registered Client Service Associate. She has 24 years of experience in the financial industry. She has been with UBS (formerly Piper Jaffray) for over 19 years.  Tracy holds Series 7 and 66 securities licenses and has an A.A.S. degree from Alexandria Technical College. She resides in Sauk Centre with her husband and two children.

Registered States:
  • MN
4150 S Second Street
Suite 500
St Cloud, MN 56301

Email Me

tracy.a.meyer@ubs.com
Tracy Meyer
4150 S Second Street,St Cloud,MN,56301

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 field.  She holds B.A. degrees in Business Administration and Organizational Communications from Concordia College, Moorhead Minnesota.  One of Michelle's main responsibilities is the development and execution of the teams advertising and marketing initiatives. 

Michelle and her husband enjoy traveling, spending time at the lake and scuba diving.   Michelle resides in Sartell with her husband John.

4150 S Second Street
Suite 500
St Cloud, MN 56301

Email Me

michelle.beeman@ubs.com
Michelle Beeman
4150 S Second Street,St Cloud,MN,56301

Veronica Villeneuve, CFP®

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • ID
  • MI
  • MN
  • MT
  • NC
  • ND
  • NM
  • NY
  • SD
  • TX
  • WA
  • WI
4150 S Second Street
Suite 500
St Cloud, MN 56301

Email Me

veronica.villeneuve@ubs.com
Veronica Villeneuve, CFP®
4150 S Second Street,St Cloud,MN,56301