You could say with a business degree and two engineering degrees that Herman is the brains of the operation. What you would find though, is he thought way outside the box over thirty years ago and helped design and perfect the managed money process. Having an advisor be an advocate for the client was unique then, and still is unique today. That is why he is one of the most successful financial advisors in the country for UBS.

Registered States:
AZ, CA, CO, FL, GA, IA, IL, KY, MI, MN, MO, MT, NC, ND, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY

Registered States:
AZ, CA, CO, FL, GA, IA, IL, KY, MA, MI, MN, MO, MT, ND, NE, NV, NY, PA, SC, SD, TN, TX, VA, WA, WI, WY

For detailed technical issues, Brian is our point man. He is very smart, and well versed in what our fund managers are doing as he monitors them daily. Our affluent clients have multiple complex financial issues in motion and Brian helps them understand all this complexity in a simple manner. He is a master bass fisherman, so he can help with that too.

Registered States:
AZ, CA, CO, FL, IA, IL, MA, MI, MN, MO, MT, NC, ND, NV, NY, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY

Donna came to UBS after completing her business degree at North Dakota State University. Go Bison! Donna takes on complex account activities and is very detail oriented and thorough. She provides clients with the personal and solution-oriented service they deserve. Her positive energy sets the tone for the team and our clients know she is the go-to person to get things done. She learned how to work hard from growing up on her family farm in a small town in North Dakota.