We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Craig S. Zeeb
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.
After receiving a B.S. in finance from Minnesota State University-Mankato, Craig went on to receive his Series 7, 66, and life and health insurance licenses. In addition, he has earned a certificate in Financial Planning and is an NFLPA Registered Player Financial Advisor. Craig is currently pursuing his Certified Private Wealth Advisor® certification through IMCA and The University of Chicago Booth School of Business. The CPWA credential is an advanced certification that focuses on tax planning, portfolio management, risk management, asset protection, retirement planning, as well as, estate, charitable and legacy planning.
Craig is an active member in the Burnsville Rotary and enjoys playing golf, tennis and spending time with his wife Brenda and their two children.
AZ, CO, CT, FL, IA, ID, IL, MA, MI, MN, MS, NC, ND, NM, NV, NY, OH, OR, SC, SD, TX, WA, WI
Christopher Forsberg has worked at UBS for 8 years; he enjoys working with clients to lay out a road map to achieve their financial goals such as retirement, college funding or travel. Prior to becoming a Financial Advisor, Chris was the financial planning specialist in the region, where he put together Financial Goal Analysis plans for high net worth clients across the state.
Chris received his B.A. in Financial Economics from Gustavus Adolphus College, attending on a music scholarship. He has his Series 7, 66, as well as life and health insurance licenses. Chris is currently preparing to obtain his CFP certification.
AZ, CO, CT, FL, IL, KS, MN, ND, NE, OR, SD, WA, WI
With more than 25 years of experience in the financial services industry, Cheryl takes pride in developing professional relationships with clients by offering a personalized approach to professional investing. She provides superior client communication, education and service. She attended the University of Minnesota, where she received her Bachelor of Science degree in Economics with a minor in Statistics.
AZ, FL, MN, NV, WI
Rebecca Ann Janisch
Becky has been in the Financial Services industry since 1998. She joined UBS in 2009 as an Investment Associate after spending 11 years at Smith Barney as a Financial Planning Specialist. Becky enjoys developing personal relationships with our clients as she guides 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.
In addition to her career, Becky enjoys cheering on her two children in their various sports and activities, as well as, reading, golfing and fishing on Rainy Lake.
AZ, DC, FL, IA, IL, MI, MN, MO, NC, ND, NV, NY, SD, VT, WA, WI