Experience That inspires confidence

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Erik David Syverson, CFP®

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
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605-361-4002

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Erik entered the financial services industry in 1998 with Morgan Stanley Dean Witter. He steadily grew his client base, transitioned to UBS in 2008 and soon became a branch manager. He is passionate about helping people and making a difference in their lives. This passion applies to clients, branch employees and our community.

As someone who has spent his entire professional career in Sioux Falls and the surrounding area, he has strong ties and a vast network in the city and region connections he leverages to benefit clients and assist his team of advisors with their prospecting and client development efforts.

In addition to earning a bachelor's degree in business administration, Erik is a CFP® certificant and holds FINRA Series 7, 9/10, 31, 63 and 65 securities licenses. Outside of work, he enjoys spending time with his wife, April, and their three children Kason, Taylor, and Haley. Erik is active in the community coaching and sponsoring youth baseball, basketball, and soccer, and serving on number of non-profit boards. He's also an avid golfer, hunter, and a "huge" Minnesota Twins fan.


Registered States:
AK, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MA, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, VA, WA, WI, WV, WY


James P. Willers, CRPS®

Senior Vice President - Wealth Management
Branch Manager
Chartered Retirement Plans Specialist (CRPS®)
Wealth Advisor
Visit my personal page
605-361-4021

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James began his career in the financial services industry in 2009 at AXA Advisors.  A graduate of Augustana College, James moved to UBS in 2013.  With his energetic drive, he brings a unique insurance background, along with wealth management abilities to the firm.  James takes great pride in his personal touch and ability to help clients in many aspects of their financial world.

A native of Sioux Falls, James lives in Sioux Falls with his wife Elizabeth, and their two children, son Benjamin, and daughter Avery.  James is a devoted father, and loves every moment he can spend outdoors and traveling with his family.

Away from the office, James has been involved with a group of musicians as a singer/songwriter since the age of 12.  He, and his fellow musicians, have traveled around the country bringing their music that has resonated with people of all ages.  James, an avid golfer, can also be found competing in many tournaments throughout the summer.

James holds FINRA Series 6,7, 63, and 65.


Registered States:
AK, AZ, CA, CO, FL, GA, IA, KS, MA, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OR, SD, TN, TX, WA, WI, WY


Nathan Michael Hewes, CFP®

Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
605-361-4004

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As a CFP® certificant, Nate provides professional expertise and consultancy to create and deliver financial plans, propose wealth management opportunities, and leverage technology and marketing to improve business efficiency. Nate joined the Falls Financial Group at UBS Financial Services after previously working at Dougherty and Company with previous internships with Focus Financial and Northwestern Mutual. He holds FINRA Series 7 and 66 securities licenses, as well as licenses for life, accident and health insurance and variable annuities.

A graduate of Augustana College, Sioux Falls, SD, Nate earned a Bachelor of Arts degree in Business Administration and a minor in Communication Studies. As a member of the men's baseball team from 2009-2013, he received All-American and Northern Sun Intercollegiate All- Conference honors, as well as, All- Conference Academic Team honors.

Nate is a native of Stillwater, MN, and enjoys staying active by playing baseball, hockey, and golf. Nate recently completed his third marathon and currently resides in Sioux Falls with his wife Kara and dog Reggie.


Registered States:
AK, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, OR, SC, SD, TN, TX, WA, WI, WY


Linda L. Sonnenburg

Senior Client Service Associate
605-339-7811

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Linda joined UBS through the Piper Jaffray acquisition and has been with the firm since 1997. Linda has worked her entire career in the financial services industry.

As an integral part of Falls Financial Group, Linda provides professional support and clients greatly appreciate her vast knowledge and responsiveness to their needs.

Linda is a native of Estelline, SD, and currently resides in Crooks with her husband Rod. She enjoys spending time with her family, traveling, shopping and watching sporting events. 


Registered States:
SD


Lana K. Weisser

Senior Registered Client Service Associate
605-339-7807

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Lana began her financial services career by joining Piper Jaffray in 1991.  Through her 20+ years in financial services she has assisted clients and financial advisors with all manner of needs and services.

As a Senior Client Service Associate, Lana excels in responding to client's questions, needs and problems with answers and solutions.  She holds Series 7, 8 and 63 securities licenses.

Lana, a native of Aberdeen, SD, graduated from Northern State University with a degree in business.  She and her husband Kevin moved to the Sioux Falls area in 1991 and enjoy country living on an acreage west of Sioux Falls.  They also enjoy golf and traveling to all corners of the United States. 


Registered States:
SD


Christine Madison Coughlin

Client Service Associate
605-339-7825

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Christine started working in the financial industry upon graduating from Augustana University in 2017. She recently joined UBS in 2018, and has been working on obtaining her series 7 and series 66 licenses. She is excited to work closer with clients, and provide excellent support to them and their families.

Christine is a native of Bozeman, MT. She moved to Sioux Falls to attend Augustana University and compete on the NSIC Women's Tennis team from 2013-2017.  She graduated with a Bachelor of Arts Degree in Sports and Fitness Management, and is passionate about health and wellness.

Christine enjoys the outdoors, spending time with family, and road trips with her husband Dillon and dog Murphy.