We believe that having a well thought out, comprehensive financial plan is the cornerstone for pursuing your financial goals more effectively. Our commitment to you is to deliver consistently superior service through regular contact with you and including your other trusted advisors as appropriate to your situation. Identifying and preparing for short and long term goals while working to minimize the effects of unexpected life and financial challenges helps to keep your focus on the most important areas of your life. We accomplish this through a vast array of products and services and clearly offer Advice Beyond Investing.
Peter Emmett Kenefick
Senior Vice President - Wealth Management
Peter Kenefick has been a financial advisor since 1980 with his focus on building the foundation of credibility and respect among his clients and within the community. Throughout his career, he aims to provide honest and responsible advice, which translates into friends becoming clients and clients becoming friends. His unique mentoring skills and passion for teaching provides the education clients need to get through various economic and market cycles to enable clients to stay with their well-constructed financial plan.
Peter joined the Wayzata UBS Financial Services office in 1989. A graduate of the University of Minnesota Carlson School of Management, he holds the Series 7, 63 & 65 securities licenses as well as his insurance liscense for MN, AZ, CA, CO, CT, FL, GA, IA, OR, PA, TX and WI.
Peter enjoys playing basketball three times a week, playing paddle tennis outside in the winter months, snow and water skiing, golf and softball, and enjoys taking piano lessons (Although he will not be performing in public anytime soon). Peter is involved with his 3 restaurants in St. Paul, as well as his family's vineyard in Napa Valley, CA.
AK, AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, LA, MI, MN, MT, NC, ND, NM, NV, NY, OH, OR, PA, TX, VA, WA, WI
Lester F. "Les" Bolstad III
Senior Vice President - Wealth Management
Lester Bolstad came to our Firm in 2000 after four years as a financial advisor with Piper Jaffray and First Union Securities. He has been honored with recognition-club status for his achievements as one of the Firm's top Financial Advisors. Les has also been awarded the Wealth Advisor status by UBS, the result of a rigorous training program focused on the needs of high net worth investors. Les has recently appeared as an expert in the area of financial services on a local Twin Cities television news program. Les is a graduate of the University of Minnesota.
AK, AZ, CA, CO, FL, GA, IA, IL, MI, MN, NC, ND, NV, NY, OR, PA, TX, VA, WA, WI, WY
Kathryn Julie Hoy, CRPC®
As a 36 year veteran of financial services, Kathryn has learned a lot about what is important to people in their lives. She helps people gain clarity around their money, plan for the unexpected and ultimately feel safe and secure about their financial future. The breadth of her experience in the financial industry offers multiple perspectives and resources to help people reach their short and long term goals.
She is an experienced and dynamic speaker who hosts informative and fun presentations around financial planning, retirement planning, insurance solutions and preparing for the unexpected.
Prior to joining the team in 2011, Kathryn was the Assistant Branch Manager of the Minneapolis office of UBS. She earned her B.A. in business administration from the University of St. Thomas in St. Paul, MN. She holds the holds the Series 3 commodities/futures license in addition to the 4, 7, 9/10, 24, 53, 63, and 65 securities licenses. She is insurance licensed in Minnesota and other states
AK, AZ, CA, CO, FL, GA, IA, IL, MN, MS, NC, ND, NV, NY, OR, PA, TX, VA, WA, WI
Sherri K. Tuttle
Sherri has been an integral part of what is now the Kenefick Bolstad Wealth Management team for many years. Her financial services career began in 1992 in branch operations. She transitioned to assiting Peter in a client service role in 1997, and has since progressed to becoming responsible for portfolio construction and the lead for many client relationships.
A main objective for Sherri is to provide clients with education around their investments, financial planning and long term financial wellbeing. Sherri is proud to be a member of a team that is dedicated to the education of their clients through ongoing client calls and team events. Her attention to detail is an important quality that allows her to carefully prepare insightful investment plans tailored to any goal. She holder her series 7 and 63 securities licenses.
Sherri is passionate about being a mentor for others inside and outside the industry, since she recieved the benefit of great mentoring through her years of developement. She enjoys time with family and youth sporting events.
AZ, CA, CO, FL, IA, IL, MN, NC, NV, NY, OR, PA, TX, VA, WA, WI
Stephanie K. Green
Stephanie has been in the financial services for over a decade, working with Kenefick Bolstad Wealth Management for the majority of her time at UBS. As a Senior Registered Client Service Associate, she is the lead marketing and events coordinator, seeking new relationships for team events and seminars. Stephanie's vetran leadership shines when compiling the concise client information for our clients financial plans as well. This tranlates into the teams holistic approach to involve the accountant and the estate planning attorney for a 3 legged stool planning approach the team prides itself on. Stephanie holds the Series 7 and 63 securities licenses, as well the MN insurance liscence.
Stephanie is a born and raised true Minneapolis gal. She attended the Univeristy of Minnesota Duluth, with a bachelor of applied science degree in Psychology, and a minor in Sociology. She enjoys running 5K's, going to spin classes, cooking, traveling, and above all spending time with family to include her husband, her 5 year old daughter, and 2 year old son. Stephanie is an active volunteer on the Families as Partners board at Children's Hospital for the NEXT team (NICU Experienced Team) and advocate for mother's who have had premature children, an avid volunteer at Ronald McDonald House Minneapolis, as well as on the board of Project DIVA - a North Minneapolis community based enrichment program for young girls and adolescents to support academeic achievement, career readiness, and financial stability.
AK, AZ, CA, CO, FL, MN, NV, NY, OR, PA, TX, VA, WA, WI
Natalie M. Knutson
Natalie is focused on providing exceptional service to clients and is responsible for overseeing the day-to-day operatoins of the practice. She holds the Series 7 and 66 securities licenses, and started her career in the financial services industry in January 2014.
Natalie graduated summa cum laude from the University of Central Florida, where she earned her B.S in Hospitality Management. Prior to joining UBS and Kenefick Bolstad Wealth Management, Natalie was a Front Office Manager at the award-winning Walt Disney World Swan and Dolphin Resort in Lake Buena Vista, FL, and an Assistant Front Office Manager at the MGM Grand Detroit, a AAA Four Diamond and Forbes Four Star property in Michigan.
In her free time, Natalie enjoys spending time with her husband, Andrew, and their dog, Tucker! She loves visiting with family and friends; traveling; going to hockey, bandy, and football games; going to coffee shops; and being active!
AK, AZ, CA, CO, FL, MN, NV, NY, OR, TX, WA, WI