Experience

Becky is a Senior Vice President-Wealth Management with Align Wealth Partners. She is a CERTIFIED FINANCIAL PLANNER® professional working with clients to provide financial guidance and to develop implementation strategies to help them achieve their goals. She has earned the title of Senior Portfolio Manager within UBS and also a Wealth Advisor designation after successfully completing UBS's rigorous Wealth Management Program.

Becky has a B.A. in Accounting from the University of Minnesota and an MBA from the Carlson School of Management. She began her financial services career in 2004 with Thrivent Financial and has been with UBS for over 15 years.  Prior to financial services, she spent seventeen years in product management with two different fortune 500 companies, managing and developing consumer packaged goods brands in the US and abroad.  Becky started her career in accounting, preparing tax returns for individuals and businesses and passing the exams required to become a Certified Public Accountant (CPA).

She resides in Southwest Minneapolis. Outside of work Becky enjoys traveling, outdoor activities and spending time at their cabin in Northern Minnesota and in Seattle, visiting her daughters.

Ted is a Financial Advisor with Align Wealth Partners and he joined UBS in 2021. He supports clients and families in various activities, from investments to financial planning. He will be active in client reviews, overall account management and ensuring superior service.

Ted holds his Series 7 and 66 securities licenses and his MN Life, Health and Accident Insurance. He received a Bachelor of Science degree from the Milwaukee School of Engineering (MSOE). He is a native to Minnesota and resides in Saint Louis Park where he lives with his wife, Sami, and three daughters, Lucy, Lauren, and Ellie. In their free time Ted and his family enjoy traveling to Southern California to visit family, spending time in the great outdoors and swinging his clubs on the golf course. When not busy traveling and spending time outdoors, Ted enjoys DIY projects around the house and woodworking.

Cassie is a Registered Client Associate with Align Wealth Partners. She will be focusing on supporting the team and providing excellent customer service.

Cassie holds her Series 7 and 66 Securities licenses. Prior to joining UBS, Cassie worked for RBC Wealth Management. She has a bachelor’s degree in Psychology from St. Cloud State University.

Cassie resides in Delano with her husband, Ryan, and two children, Evelyn, and Nolan. Her and her family enjoy spending time outdoors visiting parks and their local splashpad. In her free time Cassie enjoys browsing craft fairs and farmers markets.

Don began his career in financial services as a wire operation in the operations department at Morgan Stanley in March of 2000. Although he graduated from the University of Minnesota with a Bachelor of Science degree in Biology, he quickly found a passion for finance and investments. He always had an affinity for numbers and spreadsheets, and after obtaining his securities licenses, he quickly began working with clients.

In November of 2008, after learning about the vast array of financial planning resources that UBS had to offer, he began working at UBS Financial Services. Now, with almost 25 years of industry experience, he strives to maintain the highest standard of service, and enjoys providing peace of mind for clients by promoting the products and services that UBS has to offer.

Don has an MBA degree with a focus in finance, he is an Accredited Wealth Management Advisor (AWMA) and more recently he became a Certified Financial Planner® (CFP®).  Don strives to help clients capitalize on opportunities to preserve, grow, and transfer their wealth, before and during retirement, using various wealth strategies, tax reductions strategies, and asset protection alternatives.

Don is passionate about supporting causes that empower young people to stand against bullying in schools, and he enjoys reading, nature, and long outdoor walks. He lives in Minneapolis with her partner, Ray, and their loving dog, Finnigan.