A plan for today, tomorrow and generations to come

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Experience to guide you forward

His grandfather’s gift of 12 stock shares piqued Bob’s interest in investing and it continues today. With more than 30 years of financial services experience, he has built a reputation for excellence and is recognized in the industry for his multigenerational wealth planning and portfolio management insight. His passion for helping clients achieve their goals has earned the confidence of a diverse clientele of families, business owners, entrepreneurs and retirees.

Recognized for his hard work, professionalism and service commitment, Bob is trusted by his clients to understand that they are people first, then investors. His goals-based approach to wealth management, along with his focus on financial planning, provides them with the assurance that he will help them pursue many financial milestones throughout their lives.

Education and professional achievements

• Barron's Top 1200 Financial Advisor in the US 2022, 2021, 2020, 2019, 2018, 2017, 2015, and 2014

The Barron's rating is awarded annually in March and is based on information from the prior year Q3. The rating 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

• Selected to join the UBS Wealth Advisor Program-this attests to Bob’s intensive training to address complex client needs with comprehensive wealth management solutions

• B.A., economics, University of Michigan; M.B.A., finance and marketing, University of Michigan

Outside of UBS

Family is most important to Bob, as is giving back through volunteering and fundraising. He has been active with Big Brothers Big Sisters and served on many boards, including Schneider Children’s Hospital  He enjoys spending time with his children, coaching lacrosse and traveling.

CA insurance license # 0F87155 

• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 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, 2023, 2024, 2025The 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 Chairman’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.

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• NV
• NY
• OH
• OR
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Alli joined the Swiller Lederfine team in 2015. As a CERTIFIED FINANCIAL PLANNER®™ (CFP®), she brings a wealth of expertise in the realm of financial planning. With a comprehensive understanding of investment strategies, retirement planning, and risk management, she is dedicated to guiding her clients towards their long-term financial goals. By meticulously crafting tailored financial plans, she aims to empower individuals and families to navigate the complexities of personal finance, make informed decisions, and secure their financial future with confidence.

Today, Alli focuses on helping individuals and families manage the many facets of their often complex financial lives. For each client relationship, she takes the time to understand all you want to accomplish and then helps craft a flexible plan aligned with where you are and where you want to go, including a retirement on your terms. Drawing on her in-depth experience, Alli can provide you with the advice, insights and customized solutions you need to pursue what’s important to you now and in the future.

Alli holds the Series 7 and 66 securities licenses along with licenses for life, accident, and health insurance and variable annuities.

Prior to joining UBS, Alli earned her bachelor’s degree in global business leadership from the College of Saint Benedict while playing on the hockey and soccer team. In her free time Alli can be found coaching hockey in the winter and on the golf course in the summer.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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

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Jessica's wealth management career began with Merrill Lynch in May of 2000. Jess has been focused on delivering superior personalized service and developing customized strategies for her clients. She has forged long lasting relationships based on listening, caring, and trust.

Jessica served 9 years with the Minnesota Air National Guard which helped create her work ethic, attention to detail, and ardent focus on helping people.

When Jessica is not “triple checking” everything at work, she and her husband Andy are busy chasing around their two littles to various activities in Shakopee. Jessica loves spending time with family and friends, running, reading and travel.

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Cindy is a long-time UBS employee who joined the Swiller Lederfine team in 2016. She has held a variety of positions in her long tenure with the firm and comes to us with an extensive background in serving high net worth clients. She holds the Series 7 and 63 securities licenses. Cindy is married to her husband Dan; they have two adult children and live in Glenwood MN. In their free time they enjoy traveling, spending time with their family, camping and hiking.

• MN

• St. Olaf College