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.
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Account Vice President
Senior Wealth Strategy Associate
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.
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Account Vice President
Senior Wealth Strategy Associate
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.
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Client Associate
Senior Client Associate
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.
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.
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.
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.
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
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.
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.
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