Lasting relationships. For all that matters

People walking along dam

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.


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.

  • David Spehar

    David Spehar

    Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • FL
    • ID
    • IL
    • MA
    • MI
    • MN
    • MT
    • TN
    • TX
    • WA
    • WI

    Dave believes that being a Financial Advisor is a tremendous honor that comes with great responsibility. For 20 years, he has worked in many financial sectors including: Retirement Planning, Institutional Sales, Equity Trading, and Private Wealth Management. Dave is passionate about building trusted and meaningful client relationships and takes an active role in facilitating family governance, stewardship, and the education and preparation of the next generation.  He is focused on being a lifelong trusted partner with his clients. 

    Dave graduated from the University of Minnesota in 2001 with a Bachelor of Science degree. He currently holds his Series 7 and 66 Securities License.

    Dave and his wife, Rebecca, are strong supporters of The Pancreatic Cancer Action Network, Juvenile Diabetic Research Foundation and Children’s Hospitals. He enjoys the outdoors, Native American history and a round of golf. He and Rebecca live in Chaska, MN, with their two sons.

          444 Cedar Street
          Suite 2200
          St Paul, MN 55101

        A focus on personalized access and service

        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.


        UBS and Credit Suisse—stronger than ever


        A way forward


        Investment management

        Life is unpredictable. Could we be better prepared?

        For some of life's questions you're not alone. Together we can find the answer.

        With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

        Backed by the strength of UBS

        A global leader in wealth management

        $3.9 trillion

        In invested assets globally 
        As of 12/31/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager