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U Advisors Team

Through thoughtful and objective planning, Mike has established himself as a close advisor to his business and individual clients.  As a CERTIFIED FINANCIAL PLANNER™ Professional

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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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Anne Hines

Administrative Assistant

(651) 447-2235

(651) 447-2234

Anne Hines is an Administrative Assistant at U Advisors. Anne has a background in marketing, office coordination and customer service. Bringing to the team a strong work ethic, she assists the team in all functions necessary to ensure...

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As the Portfolio Manager at U Advisors, Jon is responsible for investment research, manager due diligence, and portfolio monitoring of our advisory models. Jon utilizes various quantitative... 

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