Understanding

Craig began his career in the Financial Services industry in 1995. His professional areas of focus include Portfolio Management, Retirement and Estate Planning Strategies. Having earned the title of Senior Portfolio Manager, Craig has the ability to manage his client's portfolios on a discretionary basis using our Portfolio Managed Program. This program allows him a greater level of investment management flexibility and emphasizes an individually tailored approach to investing.

Craig enjoys coaching his son on the Prior Lake baseball and basketball teams, playing golf, tennis and spending time with his wife Brenda and their two children, Jackson and Ali.

Keith has been involved in the financial securities industry since 1986. As a Senior Vice President, Wealth Management, Keith has dedicated his career to providing outstanding service solving complex investment concerns. His area of expertise lies in wealth creation and preservation strategies. Through comprehensive communication, Keith strives to understand each client’s financial needs and goals, while providing the personal attention necessary for a successful and positive investment experience. Keith achieved the Certified Investment Management Analyst (CIMA®) and the Chartered Retirement Plans Specialist (CRPS®).

While at the Wharton Executive Education program at the University of Pennsylvania, Keith attained the knowledge, tools, and strategies to effectively set investment objectives, evaluate and select managers, and manage investment portfolios for individual and institutional clients. CIMA® certificants are the premier investment consulting and wealth management advisors in the industry, and the CIMA® designation is distinguished by the American National Standards Institute (ANSI) as the only financial services certification in the United States to meet international standards for personal certification.

Keith attended high school at St. Thomas Academy before enrolling at Creighton University and graduating from the University of St. Thomas where he met his wife, Jennifer. Keith and Jennifer have two children, Nick, and Ellie (Medical Student). Active in the community, Keith and his wife contribute to higher education institutions to foster scholarships, further excellence in the classroom and athletics. Keith lives in Grant, Minnesota. He is a competitive scow sailor and a passionate outdoorsman.

Chris joined UBS in 2005. He enjoys working with clients to lay out a road map to achieve their financial goals. Prior to becoming a Financial Advisor, Chris was the financial planning specialist in the region, where he put together Financial Goal Analysis plans for high net worth clients across the state.

Chris earned the advanced designation of CERTIFIED FINANCIAL PLANNER™ by meeting rigorous experience and ethical requirements of the CFP Board, as well as passing the CFP® certification Exam. Chris received his B.A. in financial economics from Gustavus Adolphus College, attending on a music scholarship. He has his Series 7, 66, as well as life and health insurance licenses.

When he's not working, Chris is an active member of the Minneapolis music community. He plays the fiddle in multiple bands, and has played shows at theaters and festivals all across the country.

With more than 25 years of experience in the financial services industry, Cheryl takes pride in developing professional relationships with clients by offering a personalized approach to professional investing. She provides superior client communication, education and service. She attended the University of Minnesota, where she received her Bachelor of Science degree in Economics with a minor in Statistics.

Becky has been in the Financial Services industry since 1998. She joined UBS in 2009 after spending 11 years at Smith Barney. As a Senior Wealth Strategy Associate, Becky enjoys developing personal relationships with clients guiding them through the retirement and financial planning process.

A native of Bemidji, Minnesota, Becky received her B.S. in Applied Economics from the University of Minnesota. She also holds the Series 7, 63, 65 and 31, as well as Life, Health and Annuity insurance licenses.

Becky has 2 grown children, Jacob and Jordan.  She enjoys traveling, golfing, Minnesota sports and fishing on Rainy Lake.

Nick started with the Mueller Wealth Management Group in 2013. As a Client Service Associate, he is responsible for the administrative tasks for the team. This includes account maintenance, money movement, scheduling reviews among many other things. Like all of us, Nick responds to clients with the utmost attention, ensuring timely and effective response to clients’ concerns or service-related issues.

When not working Nick enjoys his dog, reading, and catching up with friends.