An experienced and committed team

With over 90 years of combined financial services experience, Tom, John, Julie, and Jana's long term relationships with clients are built on integrity, trust, accountability, and quality service. Over the years, they have found their clients to be a lot like themselves - people with Midwestern values who want to be good stewards for their families' wealth. After taking the time to learn what makes each client unique, their team will create personalized financial roadmaps to get each client where they want to go.

Family teams can be common in the financial advisory business, and the Vaudreuil's are no exception. Tom began his career in 1988, with his only son, John, joining him in 2012. After 7 years of working together, Tom's youngest daughter, Jana, joined the family business. Tom has created a multi generational financial advisory team, and with good reason.

As many of the seasoned advisors in the industry enter retirement age, their clients may have to seek out a new advisor. This can be tough on the client-planner relationship, as many clients want to ensure that their is consistency for not only themselves, but for their children, grandchildren, and other relatives as they age. Tom was well aware of this need early on in his career, and John and Jana were a natural fit for the role.

Many of their clients value the role the Vaudreuil's play in assisting financial planning for multiple generations. By having a succession plan, the Vaudreuil's can ensure a continuity of coverage for their clients and their relatives over the many years to come. While Tom will be retiring in the next few years, John and Jana have been involved in the business for many years already, working with the families that have grown to know and trust the Vaudreuil team.

While they work together in business, Tom, John, and Jana spend time together outside of work as well. They enjoy spending holidays at the family cabin in northern Wisconsin, as well as skiing and hiking in Colorado.

Thomas W Vaudreuil

Senior Vice President–Wealth Management

Financial Advisor

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. 

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • LA
  • MA
  • MI
  • MN
  • MO
  • ND
  • NE
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SD
  • TX
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

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

Eligibility 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

Education

  • University of Wisconsin - Eau Claire: 1980 - 1984
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

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John T Vaudreuil, CFP

Senior Vice President–Wealth Management

Financial Advisor

John is a Sr. Vice President-Wealth Management and Financial Advisor at UBS. As a CERTIFIED FINANCIAL PLANNER™, John and his team offer clients comprehensive wealth management expertise focusing on having a tremendous understanding of each individual or families unique personal and financial goals and objectives.

Prior to joining UBS in 2012, John finished his athletic career after playing four seasons of professional basketball internationally. A graduate of the University of Minnesota Duluth’s Labovitz School of Business, he holds an M.B.A. as well as a BBA with an emphasis in finance. John earned a scholarship as he competed on the basketball team and as a pitcher for the baseball team. Off the court he was named the university’s Male Scholar Athlete as well as being the recipient of many All-Conference academic accolades in both sports

With his experiences in international basketball, John has become an avid traveler. Having lived in Western Australia and Taipei during his playing career, he has continued his travels to 14 additional countries. A native of Bloomington, MN he also enjoys participating in the local offerings of hunting, fishing, boating, and snowboarding. Today, John also enjoys spending time in Arizona where he is an avid golfer.

John's unique combination of experience and perspective has allowed him to successfully communicate and deliver a full range of wealth services for business owners, high-net-worth individuals & families. He has a passion for working with people and helping them to achieve their financial goals. 

 

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • ND
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023The 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.
  • Forbes Best-in-State Wealth Advisors, 2023The 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, 2024The 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.

Eligibility 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

Education

  • University of Minnesota Duluth's Labovitz School of Business, M.B.A.
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

Email Me

Jana I Vaudreuil, CFP, AWMA

Senior Wealth Strategy Associate

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. 

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • ND
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SD
  • TX
  • WA
  • WI
  • WY

Education

  • University of Minnesota - Twin Cities

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor℠
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

Email Me

Julie K Mize

Client Associate

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • MA
  • MN
  • MO
  • ND
  • NM
  • NY
  • OH
  • OR
  • PA
  • SD
  • WA
  • WI
  • WY
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

Email Me