Your life. Your wealth. Your future.

Pursue what matters most

Windschitl Van Slooten Team

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Adult couple on cell phone

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.

  • Rosemary Windschitl

    Rosemary Windschitl, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DE
    • FL
    • IA
    • IL
    • IN
    • KY
    • MA
    • MI
    • MN
    • MO
    • MS
    • ND
    • NE
    • NH
    • NJ
    • NY
    • OK
    • OR
    • SD
    • TN
    • TX
    • WA
    • WV

    With 28 years of advising clients, Rose Windschitl is an experienced Financial Advisor. Rose works with her clients to develop wealth management strategies to help them address their financial needs and goals. Rose's greatest strength is her ability to build strong client relationships based on mutual trust and understanding.

    A graduate of Saint Cloud State University with a Bachelor of Science degree in Business and Marketing, Rose holds Series 7, 63 and 65 securities licenses, as well as a Minnesota insurance license. She is a CERTIFIED FINANCIAL PLANNER® Professional.

    Rose currently serves on the St. Boniface Endowment Fund and Advisory Committee. She is also a member of the Central Minnesota Estate Planning Council and Central Minnesota Chapter of Leave a Legacy. She is a past board member and financial committee chair of CentraCare Health Foundation.

    Rose and her husband live near Cold Spring, MN. They have four children and three grandchildren. Rose enjoys skiing, biking, canoeing, reading, and quilting.

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • CERTIFIED FINANCIAL PLANNER™
      • Series 63
      • Series 65
      • Series 7
      4150 S Second Street
      Suite 500
      St Cloud, MN 56301
    • Christina Van Slooten

      Christina Van Slooten, CFP

      First Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AL
      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • IA
      • IN
      • KS
      • KY
      • LA
      • MA
      • MI
      • MN
      • MO
      • MS
      • ND
      • NE
      • NH
      • NJ
      • NY
      • OR
      • PA
      • SC
      • SD
      • WA
      • WV

      Christina Van Slooten has over 20 years of experience in the financial services industry. She specializes in comprehensive financial planning, including the areas of retirement, insurance, estate planning and education funding. What sets Christina apart from other Financial Advisors is the level of personal service that she provides to her clients.

      Christina received her Bachelor of Science degree in Finance as well as her Masters degree in Business Administration from Saint Cloud State University. In addition to series 7, 63 and 65 securities licenses, Christina also hold her Minnesota insurance license. She is a CERTIFIED FINANCIAL PLANNER® Professional.

      Christina is an active member of the Forum of Executive Women, where she has held various board positions. She is also a member of the Central Minnesota Estate Planning Council, Leave a Legacy of Central Minnesota, and Celebration Lutheran Church in Sartell. Christina enjoys her volunteer role as Terebinth Refuge’s Volunteer Coordinator. Christina was recognized by the local Zonta Club for her work with Terebinth Refuge, and received the Centennial Impact Award and the Community Champion Award.

      In her free time, Christina enjoys traveling, fishing, hunting and camping. She lives near Sartell with her husband, Jeff, and their three sons.

          • Series 7
          • Series 63
          • Series 65
          • CERTIFIED FINANCIAL PLANNER™
          4150 S Second Street
          Suite 500
          St Cloud, MN 56301
        • Andrew Windschitl

          Andrew Windschitl, CFP®

          Financial Advisor

          • image
          • image
          • image
          • AZ
          • CA
          • CO
          • DE
          • FL
          • IA
          • MA
          • MN
          • MO
          • MS
          • ND
          • NH
          • NY
          • OK
          • OR
          • PA
          • SD
          • TX
          • UT
          • WA

          As a native to Central Minnesota, Andrew understands the value that Minnesotans hold in family, loyalty and maintaining their legacy. Throughout his life he has learned that in order to better himself, he must work to better the community around him. After receiving his Bachelor of Science Degree in Finance from St. Cloud State University in 2015, he chose to pursue the path as a Wealth Manager for UBS Financial Services. Throughout college he spent time as an intern for UBS and it was then that he found that he could make a true impact on the financial health and well-being in the community that he calls home. Now, six years later, strengthening the financial fabric of his neighbors in this community and using his expertise to assist in educating his clients and their families has given him the opportunity to do just that.

          In addition to his degree in finance, he also holds his Series 7 and 66 licenses as well as his Minnesota Insurance License. Andrew is CERTIFIED FINANCIAL PLANNER® Professional.

          Andrew currently serves as President of the Saint Cloud Rotaract Club. He is also a Director for the Stearns County Chapter of Pheasants Forever and a Board Member for the Stearns History Museum.

          He enjoys spending his time traveling, hunting, fishing, camping, cooking, reading and cheering on the Minnesota Vikings. He currently resides in Sauk Rapids, MN with his wife, Kim, and daughter, Rosalie.

              • CERTIFIED FINANCIAL PLANNER™
              • Series 7
              • Series 66
              • Bachelor of Science degree in Finance, Saint Cloud State University
              4150 S Second Street
              Suite 500
              St Cloud, MN 56301
            • Mary Jo Olson

              Mary Olson

              Wealth Strategy Associate

              • image
              • image
              • MN

              Mary Jo has over 25 years of financial services industry experience. She enjoys the fast pace and challenges of the financial service industry and specializes in client services and team administration. She enjoys helping clients and believes in providing efficient and high quality service.

              Mary Jo received her Bachelors of Science degree in Political Science and Minor in Business Law from Mankato State University. She holds her Series 7 and 63 securities licenses.

              Mary Jo resides in Cold Spring, MN with her husband, Jeff, and their three sons. She enjoys spending time with her family as well as the outdoors, sports, travel, reading, health and fitness and relaxing at the cabin.  

                    4150 S Second Street
                    Suite 500
                    St Cloud, MN 56301
                  • Carol Gruba

                    Carol Gruba, AAMS®

                    Senior Client Associate

                    • image
                    • image
                    • MN
                    • UT

                    Carol has over 22 years of industry experience. Her forte is working with and serving clients in the fast paced and challenging financial services industry. She also specializes in client services and team administration. She believes in providing efficient and high quality service.

                    Carol holds her Series 7 & 66 securities licenses and her Minnesota Accident, Life & Health Insurance, Variable Life Insurance and Variable Annuity licenses.

                    Carol lives in Waite Park, MN. She enjoys spending time with her children and grandchildren as well as traveling, hiking, watching movies and knitting. She is a volunteer at the Saint Cloud Veterans Affairs Health Care System.

                          4150 S Second Street
                          Suite 500
                          St Cloud, MN 56301

                        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.

                        The Year Ahead - Sustainable Investing

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        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.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        51 countries

                        Our global footprint

                        More than 150 years

                        offering financial advice

                        Financial strength

                        Driving confidence.
                        Aa3 (stable) Moody’s
                        A+ (stable) Standard & Poor’s

                        UBS AG, long-term senior secured debt rating. As of 11/23/2021

                        Insights