Charlie has been offering investment guidance and a full range of investment services since 1987.  He works closely with business owners, corporate executives, entrepreneurs and affluent individuals to help them pursue their financial goals, with a focus on creating fixed income portfolios.  Charlie was recognized by Barron's in 2010 - 2019 as one of the top 1,200 Financial Advisors in America.  He has also been named a Top 400 Advisor by the Financial Times.

Charlie is a member of the Investment Management Consultants Association (IMCA) and has earned its designation of Certified Investment Management Analyst (CIMA®) from the Wharton School, and is a member of the UBS Chairman's Council, which honors the firm's top Financial Advisors.  He holds degrees from Minnesota State University, Mankato, and Viterbo University.  A former youth basketball coach and current volunteer at the Dorothy Day Food Shelter, Charlie lives in Highland Park with his wife, Zoe, and their three children.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NJ, NV, NY, PA, SC, SD, TX, UT, VA, WI, WY

Lou entered the financial services industry in 1992 and offers clients a personalized approach to managing their investment portfolios.  Lou works with clients' attorneys, CPAs and other professional counsel to ensure their full spectrum of personal and financial needs are addressed.  He then prepares customized portfolio and product recommendations to ensure each client's retirement, estate planning and other financial goals become a reality.  Lou was recognized by Barron's in 2010 - 2020 as one of the Top 1,200 Financial Advisors in America.  He has also been named a Top 400 Advisor by the Financial Times as well as a Top In-State Advisor by Forbes. 

Lou is a member of the Investment Management Consultants Association and has earned membership in the prestigious UBS Pinnacle Council .  He has earned the Certified Investment Management Analyst (CIMA®) designation from The Wharton School and holds an economics degree from the University of Minnesota.  Active in the community, Lou currently serves on the Board of Directors for Bolder Options, a youth mentoring organization.  Previously, he served on the Advisory Board for the University of Minnesota's Athletic Department, as well as the board of the One Percent Club. He coached a girls travel basketball team in Wayzata, and was a council member at his church, Oak Knoll Lutheran.  He and his wife, Jill have three daughters and currently reside in Orono.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

Chris started his career with UBS in 1998 after earning his Bachelor of Arts Degree in Management from Hamline University. From 2006 until 2018, Chris has held various leadership positions in the Midwest most recently Managing Director and Market Head for UBS business in Minnesota, North Dakota, South Dakota, and Iowa. His tenure at UBS has equipped him with the background to navigate the extensive global resources of the firm. As a member of the Major Close Watkins Wealth Management Group, Chris focuses on providing in-depth advice and counsel to affluent families and business owners, helps business owners in preparing for a strategic exit plan, and utilizes the firm's resources to assist clients with commercial real estate lending.  Chris is proud to be involved in a number of local charities serving the needs of children and the underprivileged. He and his wife, Kadee, have four children and reside in Orono, Minnesota.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

As team coordinator, Mike is involved in many aspects of client service including portfolio planning, investment selections, trade processing, portfolio reviews, preparation of financial plans, and coordination of information with client's tax accountants and estate planning attorneys. Mike has a lead role in assisting clients with complex issues such as Rule 144 transactions and restricted stock holdings, and coordinating estate distributions with clients and their heirs.  Mike is a former CPA, a graduate of the University of Wisconsin-Eau Claire, and lives in Plymouth with his wife Pam.

Registered States:
AK, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NJ, NV, NY, PA, SD, TX, UT, VA, WI, WY

Andrea is usually the first voice you hear when you call the Major Close Watkins Wealth Management Group.  Since entering the industry in 1996, she has developed a range of skills that help streamline operations for the team and its clients.  Her responsibilities include opening and servicing new accounts, answering monthly statement questions and managing all client correspondence, in addition to helping manage account changes and other important client needs.  Andrea takes pride in providing clients with the personalized attention and solution-oriented service they deserve.  She currently lives in Edina with her husband, Kent and their three children.

Carson Walker brings over eight years of experience working with business owners and top level business executives in the financial services industry. Carson supports the Major Close Watkins Wealth Management Group by servicing high-net-worth and ultra-high-net worth clients.  He provides operational and sales assistance to navigate systems, resources, and departments within the firm to streamline the administrative and operations processes. Carson has experience with executive compensation plans, 401(K)s, financial planning, and is the point of contact for the next generation clients.  Carson is a graduate of University of Wisconsin Platteville, and lives in Saint Louis Park with his wife Jessica.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NE, NJ, NY, OK, PA, SC, SD, TX, VA, WI, WY