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 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.

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

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 and his wife, Lisa, reside in Mound, MN and enjoy camping, biking, traveling 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.

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.