Let's move forward. Together.

Family photos on shelf

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jacob

    Jacob D. Creydt, CFP®, AAMS

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Jacob Creydt is a Managing Director – Wealth Management and Senior Portfolio Manager at UBS Financial Services.  Jacob earned degrees in Finance and Accounting from the Carlson School of Management at the University of Minnesota. Prior to entering financial services, he earned his CPA license (he is now an inactive certificate holder). Jacob is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®) and has earned the Accredited Asset Management Specialist (AAMS®) and UBS Wealth Advisor designations. 

    Jacob uses his background, training and experience to develop tax-efficient strategies for clients, collaborating with their tax and legal professionals.  In addition, Jacob has been designated a Senior Retirement Plan Consultant by UBS in recognition of his extensive knowledge and experience in overseeing corporate 401k retirement plans. As such, he leads the team's corporate retirement plan and institutional consulting services. He is also a member of the team's investment and portfolio construction oversight group. 

    Jacob grew up on a dairy farm in Wisconsin where he learned the values of hard work, planning and commitment – values that fueled a passion for serving families and business owners.  Outside of the office, you will find Jacob spending time outdoors with his wife and three children.

     CA Insurance License No. 0G69172

    • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • On Wall Street – Top 40 Advisors Under 40, 2016, 2017The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.

        8500 Normandale Lake Boulevard
        Suite 210
        Bloomington, MN 55437
      • Jim

        James M. Hay, CIMA®, AAMS

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • IA
        • ID
        • IL
        • IN
        • KS
        • MA
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        James Hay is a Senior Vice President – Wealth Management and Senior Portfolio Manager at UBS Financial Services.  He earned a degree in Political Science from Wheaton College, a J.D. from Hamline University School of Law and an M.B.A. in Finance from The Carlson School of Management at the University of Minnesota.  Jim was admitted to practice law in Minnesota and worked as an attorney prior to entering the financial services.   He is Certified Investment Management Analyst certificant (CIMA®) and has earned the Accredited Asset Management Specialist (AAMS®) designation.

        Jim uses his unique combination of experience, perspective and education to work with clients and their legal professionals to align their personal, philanthropic and legacy goals with their overall wealth management plan.  Jim has extensive experience in corporate executive benefit planning and he leads the team's corporate executive services.  He is also a member of the team's investments and portfolio construction oversight group 

        Outside of work, Jim enjoys hunting and fishing, attending his three children's many activities and spending time with his wife.

         


         

        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            8500 Normandale Lake Boulevard
            Suite 210
            Bloomington, MN 55437
          • Alex

            Alexandra K. Marston, AAMS

            Financial Advisor

            • image
            • image
            • image
            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • FL
            • IA
            • ID
            • IL
            • IN
            • KS
            • MA
            • MD
            • MI
            • MN
            • MO
            • MT
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • PA
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI
            • WV

            Alexandra Marston is a Financial Advisor with CHMC Wealth Management at UBS Financial Services.  She has been a financial advisor since 2014, and brings with her many years of experience in management, consulting and excellent customer service. Her focus is on delivering a full range of wealth services as part of a wealth management strategy for high-net-worth individuals, families, and business owners to help them meet all of their financial goals.

            Alexandra follows a disciplined model for financial advising and client service. She is committed to helping her clients work through issues and identify opportunities that address their needs and aspirations. Given daily changes in the economic and political climate, Alexandra relies on top global research and market analysis to help her offer flexible and timely responses. By focusing on serving the client’s financial needs, she enables clients to focus on their other life priorities.

            Alexandra is a graduate of the University of Minnesota, Twin Cities, with a B.A. in Interpersonal Communication and an emphasis on pre-medical studies. She is curious by nature and is continuously looking to learn something new in order to share that knowledge. She was active during her youth in music and continues to sing and play the violin and piano in her free time. She spends as much time outdoors as possible, loves reading, yoga, golf and can often be found exploring new restaurants or the grocery store in pursuit of her next culinary adventure.

            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                8500 Normandale Lake Boulevard
                Suite 210
                Bloomington, MN 55437
              • chip

                Evans "Chip" Connelly Jr., CRPC

                Senior Vice President–Wealth Management

                Financial Advisor

                • image
                • image
                • image
                • AL
                • AZ
                • CA
                • CO
                • CT
                • DC
                • FL
                • IA
                • ID
                • IL
                • IN
                • KS
                • MA
                • MD
                • MI
                • MN
                • MO
                • MT
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • PA
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI

                Chip joined the financial services industry in 1988 and then moved to UBS in 1989. As the founder of Connelly Family Wealth Management, his clients benefit from a team that has a clear and comprehensive vision of wealth management.  He oversees every aspect of his clients' financial affairs by taking clients through a comprehensive discovery and analysis process.  In 2008, Chip obtained the UBS Wealth Advisor designation - an appointed advisor that identifies and addresses the more complex needs of high net worth clients. In December 2012, he achieved Chartered Retirement Planning Counselor (CRPC®) to guide clients in advance planning.

                He graduated from the University of St Thomas in 1984 and remains very involved on the campus. He is active with the Student-Alumni Mentoring and supports many of the athletic programs. In 2016, Chip was the recipient of the Monsignor James Lavin Alumni of the year award.

                Chip enjoys most outdoor activities including golf and boating, but favorite activities revolve around spending time with his family.

                 CA Insurance License No. 4093987

                 

                • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                    8500 Normandale Lake Boulevard
                    Suite 210
                    Bloomington, MN 55437
                  • Mick

                    Evans "Mick" Connelly IV, CFA, CRPC

                    Vice President–Wealth Management

                    Financial Advisor

                    • image
                    • image
                    • image
                    • AL
                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • FL
                    • IA
                    • ID
                    • IL
                    • IN
                    • KS
                    • MA
                    • MD
                    • MI
                    • MN
                    • MO
                    • MT
                    • NC
                    • NH
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OH
                    • PA
                    • SC
                    • SD
                    • TN
                    • TX
                    • UT
                    • VA
                    • WA
                    • WI

                    Mick is a graduate from the University of St. Thomas, with a major in financial management, and a minor in economics. He joined his father as a partner at Connelly Family Wealth Management in 2011, and oversees all financial planning related activities.

                    A thorough understanding of our clients' goals and objectives is an important component to every successful financial plan. Therefore, Mick spends the time getting to know our clients well, and helps construct customized plans that consider changes in life, circumstances, or market conditions.

                    Mick is a Charted Financial Analyst and a member of the CFA Institute, and has earned the Chartered Retirement Planning Counselor™ designation through the College of Financial Planning®.

                    Mick and his wife Carolyn live in Eagan with their daughters Evangelina and Azura.  They both remain active within the University of St. Thomas and St. Thomas Academy communities.

                    CA Insurance License No. 4093894

                    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                        8500 Normandale Lake Boulevard
                        Suite 210
                        Bloomington, MN 55437
                      • scott

                        Scott R. Swenson, CFP®, ChFC®, CRPS

                        Investment Associate

                        • image
                        • image
                        • image
                        • AZ
                        • CA
                        • CO
                        • FL
                        • ID
                        • IN
                        • MN
                        • PA
                        • SC
                        • WA

                        Scott Swenson is an Investment Associate at UBS Financial Services. He received a B.S. in Finance from St. Cloud State University.  Scott has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Chartered Retirement Plan Specialist™ (CRPS®) and Chartered Financial Consultant® (ChFC®) designations and holds the Series 7 and 66 securities licenses.  He began his career in the financial services in 1995 and was an Advisory Consultant with Piper Jaffray and US Bancorp Investment assisting and training financial advisors nationwide on advanced financial planning.  Scott oversees the financial planning services of the team and supports the team's corporate retirement plan and institutional consulting services.  He is also a member of the team's investments and portfolio construction oversight group.

                        Scott resides in Rosemount, MN with his wife and three children.  Outside of work, Scott's interests revolve around his children’s activities and enjoying various sports.

                              8500 Normandale Lake Boulevard
                              Suite 210
                              Bloomington, MN 55437
                            • chase

                              Chase Bradshaw, CFP, AAMS

                              Wealth Strategy Associate

                              • image
                              • image
                              • AZ
                              • CA
                              • CO
                              • FL
                              • IL
                              • MN
                              • NV

                              Chase Bradshaw is a Wealth Strategy Associate at UBS Financial Services. He received a B.S. in Finance while playing Division 1 lacrosse at Loyola University Maryland and holds the Series 7 and 66 licenses. Chase is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®)  and has earned the Accredited Asset Management Specialist (AAMS®) designation. Chase began his financial services career as a financial advisor with Edward Jones before joining the team at UBS. He is a member of the team's investments and portfolio construction oversight group.

                              Outside of the office, he enjoys golf, hunting, spending time with his friends and family and coaching lacrosse.

                                    8500 Normandale Lake Boulevard
                                    Suite 210
                                    Bloomington, MN 55437
                                  • Geri

                                    Geri A. Paquette

                                    Associate Director

                                    Team Administrator

                                    • image
                                    • image
                                    • image
                                    • AZ
                                    • CA
                                    • CO
                                    • FL
                                    • IN
                                    • MI
                                    • MN
                                    • PA
                                    • SC
                                    • WA
                                    • WI

                                    Geri Paquette is an Associate Director and Team Administrator at UBS Financial Services. Geri began her financial services career in 1996 and prior to joining the team, she spent several years in branch office administration management. Geri earned a Bachelor of Science degree from the University of Minnesota and holds the Series 7, 9, 10, 63 and 65 securities licenses as well as a Minnesota Insurance license. 

                                    Geri uses her experience and deep knowledge of the firm's operational and administrative processes to proactively and efficiently provide client solutions.  She leads the team's client service and support functions.

                                    Geri and her husband reside in Eagan, MN. Outside of work, Geri enjoys traveling and attending sporting events and activities of her three sons.

                                          8500 Normandale Lake Boulevard
                                          Suite 210
                                          Bloomington, MN 55437
                                        • image

                                          Linda Laurie-Johnson

                                          Client Associate

                                          • image
                                          • image

                                            Linda Laurie-Johnson joined CHMC Wealth Management as a Client Service Associate with more than 20 years of financial industry experience. Linda loves working with clients and has an eye for detail. She focuses on administration and operational support to the team.

                                            Linda and her husband live in Inver Grove Heights, MN with their three dogs and one cat. In her free time, she is a lover of the outdoors, long walks, gardening, training dogs, getting creative in the kitchen and travelling.

                                             

                                                  8500 Normandale Lake Boulevard
                                                  Suite 210
                                                  Bloomington, MN 55437

                                                Focus on liquidity management

                                                CIO House View monthly livestream

                                                Tree

                                                UBS and Credit Suisse—stronger than ever

                                                Managing wealth is our craft

                                                We’re committed to understanding what wealth means for you.

                                                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                                                Backed by the strength of UBS

                                                A global leader in wealth management

                                                $5+ trillion

                                                In invested assets globally 
                                                As of 11/07/2023

                                                51 countries

                                                Our global footprint

                                                Global leader

                                                UBS is a world-leading wealth manager

                                                Insights