Financial planning tailored to your goals

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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. Focusing on helping business owners successfully transition and/or sell their business, Jacob is also a Certified Exit Planning Advisor (CEPA®).

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.

• 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, 2023The 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 January or February and is based on information from October to December of the award year.

• Carlson School of Management at the University of Minnesota, Finance and Accounting

• Accredited Asset Management Specialist℠
• CERTIFIED FINANCIAL PLANNER™
• Senior Portfolio Manager
• Senior Retirement Plan Consultant
• Certified Exit Planning Advisor

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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, 2023The 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.

• Wheaton College, Political Science
• Hamline University School of Law, J.D.
• The Carlson School of Management at the University of Minnesota, M.B.A. Finance

• Accredited Asset Management Specialist℠
• Certified Investment Management Analyst®
• Senior Portfolio Manager

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• CT
• DC
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Alexandra Marston is a Financial Advisor with Creydt & Hay Wealth Management at UBS Financial Services. She began her career in 2014 after 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, 2023The 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.

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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^TM (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.

• CERTIFIED FINANCIAL PLANNER™
• Chartered Financial Consultant
• Chartered Retirement Plans Specialist℠

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Chase Bradshaw is a Wealth Strategy Associate at UBS Financial Services. He received a B.S. in Finance from Loyola University Maryland and holds the Series 7 and 66 licenses. Chase began his financial services career with Edward Jones as a financial advisor before joining Creydt & Hay Wealth Management.

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

• Loyola University Maryland, B.S. Finance

• Accredited Asset Management Specialist℠

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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 Creydt & Hay Wealth Management 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.

• University of Minnesota, B.S.

Linda Laurie-Johnson joined Creydt & Hay 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.