Knowledge Powered by experience

Matthew R. Nikodym, AAMS®, CRPS®

Senior Vice President - Wealth Management
Financial Advisor
Senior Retirement Plan Consultant
Senior Portfolio Manager
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320-203-6579

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Matt Nikodym has over 15 years of experience in the financial services industry. He joined UBS in 2003. He holds a B.S. degree in Finance from St. Cloud State University. Matt is an Accredited Asset Management Specialist (AAMS®), as well as a Chartered Retirement Plan Specialist (CRPS®).  Matt's hobbies include cycling, golf, tennis and skiing. He resides in St. Cloud with his wife and three children.


Registered States:
AZ, CA, DE, FL, ID, MA, MI, MN, MT, NC, NE, NM, NV, NY, OR, SD, TN, TX, WA, WI


Veronica Villeneuve

Wealth Strategy Associate
320-203-6588

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Veronica Villeneuve is a Wealth Strategy Associate.  She has a B.S. degree from St. Cloud State University with over 7 years of sales and marketing experience.  Veronica holds Series 7, 63 and 65 securities license.  Veronica's hobbies include running, fishing, golfing and hiking.  She resides in Sartell with her son.

her son.


Registered States:
AZ, CA, CO, FL, HI, ID, MI, MN, MT, NC, NY, SD, TX, WA, WI


Kalee M. Olson

Senior Client Service Associate
320-203-6577

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Kalee Olson is a Senior Registered Client Service Associate. She has 23 years of experience in the financial industry. She has been with UBS for over 12 years. Kalee holds Series 7, 63 and 65 securities licenses and has a B.A. degree from St. Cloud State University. Kalee resides in Alexandria with her husband and two children.


Registered States:
MN


Tracy Ann Meyer

Client Service Associate
320-203-6578

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Tracy Meyer is a Client Service Associate. She has 19 years of experience inthe financial industry. She has been with UBS for over 14 years. Tracy has an A.A.S. degree from Alexandria Technical College. She resides in Sauk Centre with her husband and two children.

 


Michelle Beeman

Client Service Associate
320-203-6584

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Michelle Beeman is a Client Service Associate.  Michelle joined our team with over 25 years of experience in the Retail Management and Sales industry.  She holds B.A. degrees in Business Administration and Organizational Communications from Concordia College, Moorhead, Minnesota.  Michelle and her husband enjoy traveling, spending time at the lake, and scuba diving.  Michelle resides in Sartell with her husband John.


Jeffrey "Jeff" Botz

Account Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Visit my personal page
320-203-6571

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Registered States:
AZ, CA, DE, FL, ID, MA, MI, MN, MT, NC, NE, NM, NV, NY, OR, SD, TN, TX, WA, WI