Lasting relationships. For all that matters

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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.

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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.

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    Eric Wenkus

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • IL
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Eric began his career at UBS in 2002 after graduating from the University of St. Thomas with a degree in Finance. He earned the prestigious nomination into the UBS Wealth Advisor program and is qualified to help provide highly personalized wealth management services to clients. He holds Series 7, Series 66 and Minnesota Life, Health, Accident, Variable Life Insurance and Variable Annuities Licenses.

    Eric grew up in Minnesota, and he currently lives in Edina with his wife, Mali, and their 4 children; twin sons Becker and Miller (born 2009), and daughters McLaine (Lainey) (2012) and Emmery (2015).

    Eric's family is very active, spending most Winter weekends at local hockey rinks around the Twin Cities. In the Summer, they switch gears and enjoy all open weekends at their cabin in Sturgeon Lake, Minnesota.

      • University of St. Thomas, Finance
      • Wealth Advisor
      681 East Lake Street
      Wayzata, MN 55391
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      Sara Humann

      Financial Advisor

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      • AZ
      • CA
      • CO
      • DC
      • FL
      • GA
      • IA
      • IL
      • KS
      • LA
      • MA
      • MD
      • MI
      • MN
      • NC
      • NJ
      • NM
      • NY
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI

      Sara joined UBS in 2019, spending the previous 12 years at Medtronic as a Financial Consultant working in various roles on corporate finance activities. She received a B.A. in Finance from the University of St. Thomas in 2001 and an MBA from the Carlson School of Management, University of Minnesota in 2007. She holds a Series 7 and Series 66 license and Minnesota Life and Health license.

      Sara grew up in West Bend, Wisconsin, and currently lives in Wayzata with her husband, Joe, and their 3 children; Maxwell (born 2008), Sydney (2011) and Danny (2014).

      Sara's first passion is supporting her children at school and their increasing activities; dance, baseball, football, basketball and piano. In her free time, she enjoys playing tennis and golf, exercising, watching all sports, and traveling as a family.

        • University of St. Thomas, B.A. in Finance
        • Carlson School of Management, University of Minnesota, MBA
          681 East Lake Street
          Wayzata, MN 55391
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          Karen Peterson

          Senior Client Associate

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          • AL
          • CA
          • FL
          • HI
          • IL
          • KS
          • MI
          • MN
          • SD
          • TN
          • WI

          Karen, an extremely experienced financial services professional, is responsible for delivering proactive, customized, client-centered service that encompasses all aspects of the client experience.

          Karen began her career with UBS/PaineWebber in 1979, giving her over 40 years of experience in the industry. She holds both a Series 7 and Series 63 license.

          Karen is a lifelong Minnesota resident who currently lives in Burnsville, MN with her husband, Jim. She has two grown children who live locally and enjoys her four grandchildren. In her free time, Karen enjoys reading, spending time outdoors, and is an avid Minnesota sports fan.

                681 East Lake Street
                Wayzata, MN 55391

              The Year Ahead - Sustainable Investing

              Retirement planning

              Retirement planning

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              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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              As of 06/30/2022

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