Experience

Jacob Creydt is a Managing Director – Wealth Management, Senior Portfolio Manager, and Institutional Consultant 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

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.

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, and golf. Outside of work she can be found spending time with her family and exploring different culinary ideas in her kitchen.

Chip joined Drexel Burnham Lambert in 1988 and then moved to UBS in 1989. As the founder of Connelly Family Wealth Management, Chip and son Mick joined partners Jacob Creydt, James Hay and Alexandra Marston on June 1, 2023 to form CHMC Wealth Management. Clients benefit from a team that has a clear and comprehensive vision of wealth management. The team now oversees every aspect of clients' financial affairs.

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 University of St. Thomas Family Business and supports many of the athletic programs. In 2016, Chip was the recipient of the Monsignor James Lavin Alumni of the year award.

Chip and wife Molly enjoy most outdoor activities including golf and boating, but favorite activities revolve around spending time with their grandchildren and family.

 CA Insurance License No. 4093987

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 at UBS in 2011. As a member of CHMC Wealth Management, Mick is deeply involved with the team's investments and portfolio management.

To deepen his financial knowledge and enhance his portfolio management abilities, Mick earned the right to use the Chartered Financial Analyst® designation and is a CFA® Charterholder. In addition, he earned the Chartered Retirement Planning Counselor™ designation through the College of Financial Planning®.

Mick and his wife Carolyn live in Chanhassen with their three children. They both remain active within the University of St. Thomas and St. Thomas Academy communities.

CA Insurance License No. 4093894

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.

Chase Bradshaw is a Senior 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.

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. 

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.

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.

Kara Goetz is an Associate Director and Team Administrator at UBS Financial Services. Kara has spent her entire professional career in the financial services industry. Beginning at Dean Witter in 1986, she has held several roles over the years in operations management, supervision, compliance surveillance, and client support. Prior to joining CHMC Wealth Management, Kara was part of the UBS Midwest Market Administrative Management team, overseeing the Minneapolis and Bloomington MN offices. Kara uses her leadership skills, vast industry knowledge and client service skills to provide clients with effective solutions. Kara holds security licenses Series 7, 9, 10, 24, 63, and 66 along with a Minnesota life and health insurance license.

Residing in Eagan, Minnesota with husband Richard, Kara enjoys traveling, hiking, gardening, and spending time with her family and friends.