Knowledge Powered by experience

Kalee M. Olson

Senior Client Service Associate
320-203-6577

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Kalee Olson is a Senior Registered Client Service Associate. She has 23 years of experience in the financial industry. She has been with UBS for over 13 years. Kalee holds Series 7, 63 and 65 licenses and has a B.A. degree from St. Cloud State University. Kalee resides in Alexandria with her husband and two children.


Registered States:
MN


Tracy Ann Meyer

Client Service Associate
320-203-6578

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Tracy Meyer is a Client Service Associate. She has over 20 years of experience in the financial industry. She has been with UBS for over 15 years. Tracy has an A.A.S. degree from Alexandria Technical College. She resides in Sauk Centre with her husband and two children.


Veronica Villeneuve

Wealth Strategy Associate
320-203-6588

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Veronica Villeneuve is a Wealth Stratedy Associate.  She has a B.S. degree from St. Cloud State University and has over 7 years of sales and marketing experience.  Veronica holds Series 7, 63, and 65 securities licenses, and has her insurance license.  Veronica's hobbies include running, fishing, golfing, and hiking.  She resides in Sartell with her son.


Registered States:
AZ, CA, FL, HI, MN, MT, NY, SD, TX, WA


Michelle Beeman

Client Service Associate
320-203-6584

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Michelle Beeman is a Client Service Associate.  Michelle joined our team with over 25 years of experience in the Retail Management and Sales Industry.  She holds B.A. degrees in Business Administration and Organizational Communications from Concordia College, Moorhead, Minnesota.  Michelle and her husband enjoy traveling, spending time at the lake, and scuba diving.  Michelle resides in Sartell with her husband John.