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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
I began my career in the summer of 2005 as an intern during college and in 2009 I joined the Theilmann Financial Group as a Financial Advisor. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, insurance and estate planning. I received my degree from Drake University. I live in Wayzata with my wife Katie, son Henry and dog Lucy. I enjoy being active in sports throughout the year and spend time on the lake during my free time.
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
Senior Vice President–Wealth Management
Financial Advisor
I began my career in the summer of 2005 as an intern during college and in 2009 I joined the Theilmann Financial Group as a Financial Advisor. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, insurance and estate planning. I received my degree from Drake University. I live in Wayzata with my wife Katie, son Henry and dog Lucy. I enjoy being active in sports throughout the year and spend time on the lake during my free time.
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
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
