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Ulm Tree origin
Roger and Nick put the wheels in motion to become partners during a summer trip through the fjords of Norway in 2022. During the trip, we spent time discussing how we could leverage our individual and professional backgrounds to improve the client experience with their wealth manager.
We agreed that using a team approach would best allow us to tackle the financial goals and challenges that each client faces. We are committed to working together alongside you to help create a strategy that’s uniquely yours and in your best interest.
The name "Ulm Tree" stems from where Roger was born and raised on a family owned farm outside New Ulm, Minnesota.
Our team approach adds perspective and provides increased benefits to our clients.
Meet Our Team
Advisors
Roger Gleisner
Financial Advisor - Partner
Phone: 480-981-1111 Ext.1
Email: rgleisner@calton.com
Personal background
Roger was born in New Ulm, MN and grew up on a farm with his parents and eight siblings. Upon graduating from high school, Roger enlisted in the US Army for two years. After his honorable discharge, he pursued his bachelor's degree.
Roger and his wife Lisa have three boys and are active in church and community. Roger has invested in community roles throughout the years including Kiwanis, Knights of Columbus, and the Chairman for Seton Catholic High School Stadium Campaign.
Professional Background
Roger has 20 years' experience in the financial services industries and over 40 years experience in the finance and accounting industry. Roger specializes in creating diversified portfolios and has an amplitude of experience with most investment vehicles. Prior to joining the financial services industry, Roger was a hospital Chief Financial Officer, and a healthcare financial consultant which included a role as an interim Chief Executive Officer. Roger also had a successful career as a Certified Public Accountant and Audit Manager with an international public accounting firm.
Education, licenses and certifications
- Bachelor of Science in Accounting and Finance - Minnesota State University, Mankato, MN
- Masters of Business Administration - University of New Mexico, Albuquerque, NM
- CPA (previously)
- Series 66 and Series 7
- Insurance license (Accident & Health, Life, Variable Life and Variable Annuity)
Nick Gleisner
Principal / Financial Advisor - Partner
Phone: 480-981-1111 Ext. 3
Email: ngleisner@calton.com
Linkedin: www.linkedin.com/in/nick-gleisner
Personal background
Nick was born in Gallup, NM and grew up in southwest with moves to Las Cruces, NM and Chandler, AZ with his parents and two brothers. As a three sport athlete in high school, Nick went on to play college football at University of St. Thomas in St. Paul, MN. Nick has always found joy in meeting new people and learning new cultures which led to a career with an international focus. Driven by his career and personal interest, Nick has traveled to and/or worked in over 40 countries.
Professional Background
Nick has over 12 years experience in the finance and accounting industries. Nick specializes in analyzing investment funds and companies that are used in creating diversified portfolios. Prior to joining the financial services industry in 2023 to start Ulm Tree with Roger, Nick worked for the international consulting and accounting firm PricewaterhouseCoopers (PwC); primarily within the Deals Practice. His tenure with PwC has included time spent in both the United Sates (Phoenix and Los Angeles) and European (Amsterdam and Stockholm) markets. As a PwC director, Nick provided financial consulting services on domestic and international merger and acquisition (M&A) transactions for large private equity funds and Fortune 500 companies.
Education, licenses and certifications
- Bachelor degree in Accounting - University of St. Thomas, St. Paul, MN
- Masters in Science of Accounting - University of St. Thomas, St. Paul, MN
- CPA
- Series 24, Series 66 and Series 7
- Insurance license (Accident & Health, Life, Variable Life and Variable Annuity)