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.

Carin is a Senior Vice President-Wealth Management with Align Wealth Partners. She is putting her skills and experience to work helping clients who are in transition because of a major life change, such as career change, retirement, divorce, and death of a loved one. By working with clients to plan their investment and cash flow strategies, she helps each individual work toward long-term financial security during some of life’s most challenging transitions. Her goals are to engage, empower and prepare our clients for their futures.

Carin, a Certified Investment Management Analyst, began her career in the securities industry in 1985, working as a Vice President in Trust Services at Wells Fargo and US Bank.  She began advising clients in 1995 at Merrill Lynch in Minneapolis. She also co-authored a book on the subject of divorce and created a workbook for people who need to navigate the financial aspect of this process. Carin holds a bachelor’s degree in Economics from Gustavus Adolphus College in St. Peter, Minnesota.  

She lives in Prior Lake, Minnesota.  She has two adult sons and loves to play tennis, golf and travel.

Dylan is a Financial Advisor with Align Wealth Partners and joined the team in Jan of 2022. He will be focusing on building new relationships and helping with things such as Investments and maintain accounts.

He holds his Series 7, 66 and his MN Life, Health and Accident Insurance. He Graduated from the University of St. Thomas with a bachelor’s degree in economics. After college he was fortunate enough to play 2 years with the Saint Paul Saints and then started his own company called HTP Sports Academy. It is an academy that helps kids learn and understand the game of baseball and softball.

Dylan and his wife Analisa reside in Savage, MN where they have a 2-year-old baby boy named Dawson. He and his family love to travel whether it is up north to the cabin on down south in Florida. When not working Dylan loves to golf and currently plays for the Elko Express men’s amateur team.

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.

Stacey is an Investment Associate with Align Wealth Partners. By profiling and listening to our client’s needs, she develops a workable, realistic financial plan to guide our clients through their respective life transitions.  She will work with our team to dissect the investment choices and execution. This is a fluid process that will be reviewed and discussed on an ongoing basis with our clients.  She also helps design our investment models and strategies.

Prior to joining UBS in 2009, she worked at Merrill Lynch as a Financial Advisor. She holds a B.A. in Economics and Political Science from the University of North Dakota. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Certified Divorce Financial Analyst (CDFA). 

She lives in Shorewood with her family and volunteers locally with Boy Scouts, local swim club, her church and military spouse associations. 

Joe is a Wealth Strategy Associate with Align Wealth Partners.  He enjoys building relationships with clients and managing investments. He contributes to the research, design, execution and upkeep of Align’s investment models.

Joe holds his Series 7 and 66 securities licenses. Joe graduated Magna Cum Laude from the University of St. Thomas with degrees in Finance and Real Estate.

Joe resides in Mound, MN and enjoys camping, biking, traveling and spending time with family and friends.

Jake is a Registered Client Service Associate with Align Wealth Partners. Jake takes pride in helping and developing solutions for clients. His focus is maintaining client meeting schedules, daily transactions and providing exceptional client service.

Jake holds his Series 7, 63, & 65 Securities licenses. Prior to joining UBS in 2019, he worked for US Bancorp where his role was client service oriented. He is a graduate of Concordia College Moorhead and earned his B.A. in Finance. Jake was also a member of Concordia’s Men’s Wrestling Team and the Scheel Investment Fund.

Jake resides in Mound, MN. Outside of work, he enjoys working out, coaching wrestling, paddle boarding and spending time with family and friends.

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.