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 focus 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^SM (CRPS®) designations.

While at the Wharton Executive Education program at the University of Pennsylvania, Keith attained the knowledge, tools, and strategies to set investment objectives, evaluate and select managers, and manage investment portfolios for individual and institutional clients. 

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 and brings nearly two decades of experience helping clients chart a clear path toward their financial goals. Before becoming a Financial Advisor, Chris served as the region’s Financial Planning Specialist, where he developed customized cash flow plans for high-net-worth clients across Minnesota.

He holds the CERTIFIED FINANCIAL PLANNER®™ designation, having met the rigorous experience and ethical standards set by the CFP® Board and successfully passed the certification exam. Chris earned his B.A. in Financial Economics from Gustavus Adolphus College, where he attended on a music scholarship. He is licensed with Series 7 and 66 registrations, as well as life and health insurance credentials.

Outside of work, Chris is an accomplished musician who plays fiddle in several bands and has performed at venues and festivals around the world.

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.

Julie is an integral part of the Zeeb Mueller Partners team, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Julie also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

Julie resides in Minnesota with her dog, Louie. She enjoys spending her time cooking delicious meals for her friends and family, as well as spending time with her grandchild.

Education and credentials

- St. Cloud Business College

- Series 7 and 66 securities licenses