Peter Kenefick has been a financial advisor since 1980 with a focus on building the foundation of credibility and respect among his clients and within the community. Throughout his career, Peter aims to provide honest and responsible advice, which translates into friends becoming clients and clients becoming friends. Peter's 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, and holds the Series 7, 63 & 65 securities licenses and professional insurance licenses.
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.
securities licenses as well as his insurance license for various states including Minnesota.
When he is not playing basketball during weekday mornings, he enjoys playing paddle tennis outside during the winter months of the season. During the summer, he loves to waterski, shooting 18 and playing softball. Peter has a plethora of interests outside of sports, for example, he takes both piano and Spanish lessons, although he will not be performing in public anytime soon! On a business note, he also owns and operates 3 restaurants in St. Paul, as well as his family's vineyard, the Kenefick Ranch in Napa Valley, California.
AK, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MS, MT, NC, NE, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, VA, VI, WA, WI, WY
Lester Bolstad joined UBS in 2000 after four years as a financial advisor with Piper Jaffray and First Union Securities. Les 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 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. In his spare time he enjoys golfing and spending time with his family. Les and his wife, Judy, linve in Chanhaseen and have 3 grown children.He enjoys participating in charity events through golf and 5k fundraisers. He holds the Series 7, 63 and 65 securities licenses as well as his insurance license for various states including Minnesota.
He and his wife have 3 children. While his interests involve golf, running and general fitness, his wife and daughter are dedicated horsewomen.
AK, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, MA, MI, MN, MS, NC, NE, NJ, NV, NY, OR, PA, SC, TN, TX, VA, VI, WA, WI, WY
Doug Kottke leads the team's financial planning practice, and has more than 15 years of financial services experience. By collaborating with each client's legal and accounting advisors, Doug develops customized investment planning and estate planning strategies.
After graduating with a B.A. from Saint Olaf College in Northfield, MN, Doug went on to receive a J.D. from the Hamline University School of Law in St. Paul. Doug also holds Series 7, 31, 63, 65 and insurance and professional licenses.
When he's not working, Doug enjoys golfing and spending time at their family cabin. Doug lives in St. Paul with his four children.
AK, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, MA, MI, MN, MS, NC, NE, NJ, NV, NY, OR, PA, SC, SD, TN, TX, VA, VI, VT, WA, WI
Mark J. Specker
Mark Specker uses more than 18 years of experience as an equities analyst and investment banker to lead the team's portfolio management practice.
Mark began his financial service career in 1997 following ten years as program director at Gartner, a technology consulting firm. Mark was a managing director and head of large-cap technology research at SoundView, an investment bank, for seven years. During this time, Mark was a publishing stock analyst and was frequently quoted in the Wall Street Journal, Reuters, National Public Radio and other media. He then joined WR Hambrecht as managing director, capital markets, and left after three years to be global head of Thomson Reuters proprietary research.
Mark and his wife, Kristi, and two children live in Minneapolis. He has an AB from Columbia University in New York City.
AK, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, ME, MI, MN, MS, NC, ND, NE, NH, NJ, NV, NY, OR, PA, SC, SD, TN, TX, VA, VI, VT, WA, WI
Sherri has been an integral part of what is now the Kenefick Bolstad Kottke Wealth Management team for many years. Sherri's financial services career began in 1992 in branch operations. Sherri 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. Her attention to detail is an important quality that allows her to carefully prepare insightful investment plans tailored to any goal. Sherri holds her series 7 and 63 securities licenses.
Sherri is passionate about being a mentor for others inside and outside the industry, since she received the benefit of great mentoring through her years of development. Outside the office you can find Sherri with family and attending youth sporting events.
thwestern suburbs of Minneapolis where for many years she has enjoyed rendering volunteer service to local sports associations whose programs benefitted many youngsters, including her own sons. In her free time she also enjoys outdoor activities either as a participant or spectator. Minnesota has so many options it is easy to find things to do when the time allows!
AZ, CA, CO, DC, FL, IA, IL, IN, KY, MA, MN, NC, NV, NY, OK, OR, PA, TX, VA, VI, WA, WI, WY
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 Sales Associate, Stephanie is the lead marketing and events coordinator, seeking new relationships for team events and seminars. Stephanie also completes financial plans. Stephanie holds the Series 7 and 63 securities licenses, as well the MN insurance license.
Stephanie is a born and raised true Minneapolis gal. She attended the University of Minnesota Duluth, with a bachelor of applied science degree in Psychology, and a minor in Sociology. Stephanie enjoys running 5K's, going to spin classes, cooking, traveling, and above all spending time with family to include her husband Aaron, her 6 year old daughter, and 3 year old son. Stephanie is an active volunteer on the Family Advisory Council at Children's Hospital, volunteers 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 academic achievement, career readiness, and financial stability.
ram in North Minneapolis; Project DIVA.
AK, AZ, CA, CO, DE, FL, IA, IL, KY, MI, MN, NC, NV, OR, PA, TN, TX, VA, VI, WA, WI
Nicole leads the team's administrative management, client support and marketing functions. Nicole has significant financial services experience in institutional and wealth management settings and holds Series 7 and 63 licenses, as well as life, accident and health insurance license. Prior to UBS, Nicole was with Wells Capital Management providing trading support and coordination for an institutional sales team. Nicole and her husband, Steve live in Eden Prairie, with their two children. She earned her BS degree in business and marketing from St. Mary's University of Minnesota.
AK, AZ, CA, CO, DE, FL, GA, IA, IL, KY, MI, MN, NC, NV, NY, OR, PA, SD, TN, TX, VA, VI, WA, WI
Natalie is focused on providing exceptional service to clients and is responsible for overseeing the day-to-day operations of the practice. Natalie 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, DE, FL, IA, IL, KY, MN, NC, NV, OR, PA, TX, VA, VI, WA, WI