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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Michael Dolezal

Financial Advisor- Director of Business Development-Midwest

651-846-9326

Through thoughtful and unbiased planning, Mike has established himself as a close advisor to his business and individual clients. Mike’s office is in the Great Valley Professional Building in Mahtomedi, MN.

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Jeff is client focused with specific emphasis in the areas of retirement income planning, wealth transfer, and overall client portfolio management.

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Amanda Luke is the Operations Manager at U Advisors. She assists the team with compliance implementation, process creation and implementation, client interaction and anything else they may need. Amanda has a love for creating...

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Jon Jandro

Financial Advisor

651-846-9325

651-447-2234

On top of Jon’s role as a Financial Advisor, he assists the lead advisors in building our models, staying up to date on current market trends and assisting with the maintenance of client accounts. Jon also assists in various...

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