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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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