Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Brian Kamin

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MT
- NC
- ND
- NM
- NV
- NY
- OR
- SC
- SD
- TN
- TX
- VA
- WA
- WI
Personal & Community
- My wife and I have two adult children, and four grandchildren
- I am active in a number of local non-profit Boards of Directors
- I enjoy golfing, walking, business reading, and attending sporting events
Accomplishments
- Certified Public Accountant - non practicing
- Holds Chartered Retirement Plans Specialist (CRPS) designation
- Earned the UBS Wealth Advisor designation for completing UBS' comprehensive wealth management training.
- Participated in Stanford University Graduate School of Business Wealth Management workshop in 2009.
Education
- B.S. Accounting and Business, University of Minnesota
MN Agent License : 40720240
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025, 2026The 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.
- UBS Wealth Management Director’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
444 Cedar Street
Suite 2200
St Paul, MN 55101

brian.m.kamin@ubs.com

Brian Kamin

444 Cedar Street,St Paul,MN,55101
Peter Durand

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MT
- NC
- ND
- NM
- NV
- NY
- OH
- OR
- SC
- SD
- TN
- TX
- VA
- WA
- WI
Personal & Community
- My wife and I have three adult children and live near Lake Harriet in Minneapolis.
- My philanthropic focus is the John Durand Scholarship Fund.
- I enjoy anything outdoors, especially at our cabin in Wisconsin.
Accomplishments
- Earned the UBS Wealth Advisor designation for completing UBS' comprehensive wealth management training.
- “40 Under 40” Award recipient, The Business Journal, Milwaukee, WI. 1994
Education
- B.A. at the University of Wisconsin-Madison in International Relations, with an emphasis on Economic Development of Third-World countries
MN Agent License : 20054045
- Forbes Best-in-State Wealth Advisors, 2026The 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, 2024, 2025, 2026The 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.
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

peter.e.durand@ubs.com

Peter Durand

8500 Normandale Lake Boulevard,Bloomington,MN,55437
John Hedrick, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MT
- NC
- ND
- NM
- NV
- NY
- OH
- OR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Personal & Community
- I grew up in Minneapolis.
- My wife Leslie and I live in Bloomington. We have three grown children. Our son Joe works at UBS.
- I have coached youth soccer and hockey teams, along with being former President of the Jefferson Hockey program.
- I enjoy many outdoor activities including cycling, hockey, soccer, golf, and tennis.
- Special Olympics hockey coach
Accomplishments
- Holds Chartered Retirement Planning Counselor (CRPC) designation
- Earned the UBS Wealth Advisor designation for completing UBS' comprehensive wealth management training.
Education
- B.A. in Business Management from the University of St. Thomas
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
Financial planning

Education planning

Philanthropy

Retirement planning

Estate planning strategies

Asset allocation

Multi-generational families

Business owners

8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

john.hedrick@ubs.com

John Hedrick, CRPC

8500 Normandale Lake Boulevard,Bloomington,MN,55437
Joseph Hedrick, CFP®

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MT
- NC
- ND
- NM
- NV
- NY
- OR
- SC
- SD
- TN
- TX
- VA
- WA
- WI
Personal & Community
- I grew up in Bloomington, MN and now my fiancé Sarah and I live in the North Loop district of downtown Minneapolis.
- I served on the Children's Council for Children's Minnesota hospital system.
- In my free time I enjoy outdoor activities such as golf, hiking, and playing hockey or soccer. I also enjoy attending sporting events for our professional teams.
- Special Olympics hockey coach.
Accomplishments
- Holds CERTIFIED FINANCIAL PLANNER® designation
Education
- B.A. in Economics from the University of Minnesota - Twin Cities
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- CERTIFIED FINANCIAL PLANNER
Financial planning

Education planning

Retirement planning

Estate planning strategies

Custom portfolios

Asset allocation

Multi-generational families

Business owners

8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

joseph.hedrick@ubs.com

Joseph Hedrick, CFP®

8500 Normandale Lake Boulevard,Bloomington,MN,55437
Julie Klimp

Registered Client Associate
View bio
- CA
- MN
Personal & Community
- Outside of work, I enjoy spending time with friends and family, yoga, reading, travel, and being outside.
Accomplishments
- I worked as a Wealth Management Associate at US Bancorp Investments for six years and have experience in Branch Management.
Education
- B.A. from St. Olaf College with degrees in Economics and History, and an emphasis in Finance
MN Agent License : 40037948
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

julie.klimp@ubs.com

Julie Klimp

8500 Normandale Lake Boulevard,Bloomington,MN,55437
Deb Peterson

Senior Registered Client Associate
View bio
- MN
Personal and Community:
- I live in Ramsey with my husband Mitch.
- Outside of work, I enjoy gardening, playing piano and volunteering at my church.
Accomplishments:
- I’ve worked in the financial services industry for several years and have served in many roles including branch management.
Education:
- B.A. from the University of Minnesota-Twin Cities
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

deb.peterson@ubs.com

Deb Peterson

8500 Normandale Lake Boulevard,Bloomington,MN,55437

Brian Kamin

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MT
- NC
- ND
- NM
- NV
- NY
- OR
- SC
- SD
- TN
- TX
- VA
- WA
- WI
Personal & Community
- My wife and I have two adult children, and four grandchildren
- I am active in a number of local non-profit Boards of Directors
- I enjoy golfing, walking, business reading, and attending sporting events
Accomplishments
- Certified Public Accountant - non practicing
- Holds Chartered Retirement Plans Specialist (CRPS) designation
- Earned the UBS Wealth Advisor designation for completing UBS' comprehensive wealth management training.
- Participated in Stanford University Graduate School of Business Wealth Management workshop in 2009.
Education
- B.S. Accounting and Business, University of Minnesota
MN Agent License : 40720240
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025, 2026The 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.
- UBS Wealth Management Director’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
444 Cedar Street
Suite 2200
St Paul, MN 55101

brian.m.kamin@ubs.com

Brian Kamin

444 Cedar Street,St Paul,MN,55101
Peter Durand

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MT
- NC
- ND
- NM
- NV
- NY
- OH
- OR
- SC
- SD
- TN
- TX
- VA
- WA
- WI
Personal & Community
- My wife and I have three adult children and live near Lake Harriet in Minneapolis.
- My philanthropic focus is the John Durand Scholarship Fund.
- I enjoy anything outdoors, especially at our cabin in Wisconsin.
Accomplishments
- Earned the UBS Wealth Advisor designation for completing UBS' comprehensive wealth management training.
- “40 Under 40” Award recipient, The Business Journal, Milwaukee, WI. 1994
Education
- B.A. at the University of Wisconsin-Madison in International Relations, with an emphasis on Economic Development of Third-World countries
MN Agent License : 20054045
- Forbes Best-in-State Wealth Advisors, 2026The 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, 2024, 2025, 2026The 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.
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

peter.e.durand@ubs.com

Peter Durand

8500 Normandale Lake Boulevard,Bloomington,MN,55437
John Hedrick, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MT
- NC
- ND
- NM
- NV
- NY
- OH
- OR
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Personal & Community
- I grew up in Minneapolis.
- My wife Leslie and I live in Bloomington. We have three grown children. Our son Joe works at UBS.
- I have coached youth soccer and hockey teams, along with being former President of the Jefferson Hockey program.
- I enjoy many outdoor activities including cycling, hockey, soccer, golf, and tennis.
- Special Olympics hockey coach
Accomplishments
- Holds Chartered Retirement Planning Counselor (CRPC) designation
- Earned the UBS Wealth Advisor designation for completing UBS' comprehensive wealth management training.
Education
- B.A. in Business Management from the University of St. Thomas
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
Financial planning

Education planning

Philanthropy

Retirement planning

Estate planning strategies

Asset allocation

Multi-generational families

Business owners

8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

john.hedrick@ubs.com

John Hedrick, CRPC

8500 Normandale Lake Boulevard,Bloomington,MN,55437
Joseph Hedrick, CFP®

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MT
- NC
- ND
- NM
- NV
- NY
- OR
- SC
- SD
- TN
- TX
- VA
- WA
- WI
Personal & Community
- I grew up in Bloomington, MN and now my fiancé Sarah and I live in the North Loop district of downtown Minneapolis.
- I served on the Children's Council for Children's Minnesota hospital system.
- In my free time I enjoy outdoor activities such as golf, hiking, and playing hockey or soccer. I also enjoy attending sporting events for our professional teams.
- Special Olympics hockey coach.
Accomplishments
- Holds CERTIFIED FINANCIAL PLANNER® designation
Education
- B.A. in Economics from the University of Minnesota - Twin Cities
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- CERTIFIED FINANCIAL PLANNER
Financial planning

Education planning

Retirement planning

Estate planning strategies

Custom portfolios

Asset allocation

Multi-generational families

Business owners

8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

joseph.hedrick@ubs.com

Joseph Hedrick, CFP®

8500 Normandale Lake Boulevard,Bloomington,MN,55437
Julie Klimp

Registered Client Associate
View bio
- CA
- MN
Personal & Community
- Outside of work, I enjoy spending time with friends and family, yoga, reading, travel, and being outside.
Accomplishments
- I worked as a Wealth Management Associate at US Bancorp Investments for six years and have experience in Branch Management.
Education
- B.A. from St. Olaf College with degrees in Economics and History, and an emphasis in Finance
MN Agent License : 40037948
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

julie.klimp@ubs.com

Julie Klimp

8500 Normandale Lake Boulevard,Bloomington,MN,55437
Deb Peterson

Senior Registered Client Associate
View bio
- MN
Personal and Community:
- I live in Ramsey with my husband Mitch.
- Outside of work, I enjoy gardening, playing piano and volunteering at my church.
Accomplishments:
- I’ve worked in the financial services industry for several years and have served in many roles including branch management.
Education:
- B.A. from the University of Minnesota-Twin Cities
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

deb.peterson@ubs.com

Deb Peterson

8500 Normandale Lake Boulevard,Bloomington,MN,55437

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Brian Kamin

Peter Durand

John Hedrick, CRPC

Joseph Hedrick, CFP®

Julie Klimp

Deb Peterson