Experience

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 who each have two children who she loves to spoil.  She loves to play tennis, golf and pickleball, and also has a passion for cooking and travel.

Dylan is a Financial Advisor with Align Wealth Partners and he is an Accredited Wealth Management Advisor™.  He is currently working toward his AEC designation.  He specializes in helping people in the sports world who are new to investing money.  Dylan is focused on building new relationships and helping with things such as investments and maintaining 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 3-year-old, and a new baby girl, so his life is busy. 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 spend time with family.

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 military family and military spouse associations, her church and Scouts.