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U Advisors Team

At U Advisors, our mission is to provide clients with a holistic view of their investments. With an in-depth view of where they stand, their goals for the future and the steps needed to take them there, we want clients to feel prepared for what lies ahead.

Utilizing an approach of careful planning, we create a personalized path for our clients. We then constantly review that path and make sure that our clients’ needs, objectives and goals are consistently outlined within their personalized plan.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a solid foundation for the future.

Please check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.


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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