$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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