Lasting relationships

Understanding what matters most to you

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bob Vasa Profile Photo

    Bob Vasa

    Executive Director

    Market Director

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    • CA
    • CO
    • FL
    • IL
    • IN
    • MD
    • PA
    • TX
    • WI

    With more than 17 years of experience in the financial services industry, Bob joined UBS in 2008. Bob is a director responsible for helping financial advisors to grow their business practices in the Chicago Tower Market. This encompasses transactional and investment linked products across all asset classes as well as hedging and trading through a wealth management approach. In addition, Bob sources partnering opportunities to leverage the firm's capabilities; which deliver institutional products to very sophisticated high-net-worth clients.

    Bob has been with UBS for over 10 years and is the Branch Manager of the Madison, WI office. He has played a vital role in growing and retaining employee culture across the firm, transforming the Chicago Tower into a leading Market, by coaching his financial advisors, support staff and management team to serve their clients to the best of their abilities. His leadership is critical to sustaining long-term growth and retaining the industries best talent. Bob is well known for his networking and collaborative success by working across the firm to take full advantage of our capabilities, ensuring the world’s largest wealth manager continues to deliver the excellence our client expect. He is working to actively move decision making closer to the client for a successful delivery of WMA's new, more efficient operating model.

    Bob is involved with the Ravinia Festival as a sustaining member raising funds and increasing awareness for Chicago Public Schools music programs. Bob consistently receives the Global Community Award for his outstanding contributions to society in partnership with UBS Community Affairs and Corporate Social Responsibility Americas. As a globally recognized leader in volunteer efforts, Bob promotes the long-term intention of UBS, to be a responsible corporate citizen. Over the years his efforts have achieved demonstrable, recognized and sustained impact in their communities.


    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.

    • The University of Illinois Urbana –Champaign, B.A. in Economics and Finance
      8020 Excelsior Drive
      Madison, WI 53717
    • Mary Headshot

      Mary Ketchum


      Admin Manager

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      • AZ
      • CA
      • FL
      • IL
      • IN
      • MN
      • ND
      • SD
      • WI
      • WY

      Mary began her career at Norwest Investment Services, now Wells Fargo. After earning her Series 7 and 63 she transitioned to  Prudential Securities. That move would eventually bring her to a new build new office location for Piper Jaffray in Edina, MN. Piper Jaffray was acquired by UBS Financial and Mary has been with the company ever since. 

      A graduate of the University of Minnesota with a B.A.A. in English Education she has also earned her Series 9, 10, 31, 65 as well as licenses for life, health, variable life, and variable annuity.  Mary offices in the UBS Minneapolis location.

      Mary has two children and a darling Granddaughter. She resides in New Brighton, MN with her husband, Kent, and son Sam.

            80 South 8th Street
            Suite 2900
            Minneapolis, MN 55402
          • Julia Headshot

            Julia Schulenberg

            Branch Office Administrator

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                    8020 Excelsior Drive
                    Madison, WI 53717

                  Focus on liquidity management

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                  UBS and Credit Suisse—stronger than ever

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at

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