Insight-based advice

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Tom has served continuously since 1988 as a financial advisor to business owners, their families, and individuals to help them reach and sustain financial independence. With his extensive experience in investment analysis and portfolio management, Tom designs personalized investment strategies for clients aimed at maximizing the chances that they reach their financial goals while minimizing the chances of missing them. Leveraging his advanced training, he specializes in tax efficient strategies that generate income, increase capital, and seamlessly transfers wealth between generations.

Tom likes to spend his time teaching his four grandchildren to ski in Colorado. When in Minnesota, he enjoys golfing, hunting, and snowmobiling any chance he gets. 

• University of Wisconsin - Eau Claire: 1980 - 1984

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• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

• University of Minnesota Duluth's Labovitz School of Business, M.B.A.

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Jana began her career at UBS in 2019. She received her undergraduate degree from the University of Minnesota – Twin Cities and also holds her designation as a CFP® professional as well as an Accredited Wealth Management Advisor℠. She also holds her Series 7 & 66 licenses, as well as her Accident, Health & Life insurance license in Minnesota. Before joining UBS, Jana also became a designated Microsoft Office Specialist, which has translated to her work at UBS seamlessly.

Jana has a passion for getting to know the families that she works with. She is committed to helping our clients achieve their financial goals, as well as assisting to educate and work with the rising generations. She is disciplined in her work and offers timely responses to ensure her clients are at ease and that their plans continue to progress effectively.

Jana lives in Prior Lake and spends her time getting outside with her two dogs. She is an avid runner and skiier, both downhill and cross country. 

• University of Minnesota - Twin Cities

• Accredited Wealth Management Advisor℠
• CERTIFIED FINANCIAL PLANNER™

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Julie Mize joined the Vaudreuil team in 2021, but her career in the industry started in 1990. With 33 years of experience, Julie is committed to her role to assist you with any administrative needs regarding your accounts. She holds her Series 7 & 66 licenses, as well as her Minnesota Life Insurance license.

Julie is dedicated to helping the families she works with achieve their goals. 

She enjoys going on walks with her dog, Louie, and spending time with her son, daughter-in-law, and new grandchild. She is also an avid cook and loves making meals for her friends and family.