Senior Vice President–Wealth Management
The core of any relationship depends on trust. Trust develops through shared experiences and communications. One of the greatest values that Lynn brings to her relationships is thoughtful listening and an atmosphere where they explore the future together. Her desire is to work with her clients to create a plan - both personal and financial, that will give them the freedom to pursue their passions and goals knowing they can trust her with the complexities of their situation.
In addition to nearly 30 years of experience in wealth management, Lynn earned both a Bachelor and Master of Science degree in Agricultural Research from the University of Minnesota. She is a member of the Junior League of St. Paul and has recently served on the investment committee. In her free time she enjoys gardening, traveling and spending time with her husband Kelly and their son Willie. They live in Eagan.
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Senior Vice President–Wealth Management
Pete is a seasoned advisor working with families in all aspects of their finances. This includes setting priorities, assessing risk tolerance and developing strategies to deliver long-term success. He has worked with individuals and families in transition for his entire career. Pete is comfortable working with other trusted advisors central to each family, including their legal and tax counsel, ensuring a cohesive plan. His experience over three decades allows him to ask questions that can lead to meaningful solutions for families.
Prior to joining UBS (PaineWebber) in 1991, Pete began his investment career with Dain Bosworth in 1982. An economics and business major at Macalester College and a keen interest in investments led to his advisor position.
A life long Minnesota resident, Pete has made a commitment to give back to the community. He has served as Chair of the FR Bigelow Foundation, overseeing grants that directly impacted the Greater East Side area. In addition, he has also served on the Board at the Dodge Nature Center in West Saint Paul and has most recently stepped away from Board and Committee work at Beyond Walls, an organization that combines two of his passions - the game of squash and education for kids.
Pete and his wife Beth live in Mendota Heights where they raised their three children. They are also proud first time grandparents.
Vice President–Wealth Management
As a trusted Financial Advisor, Matt works to help individuals and families pursue their goals through comprehensive planning. In 2016, he met the rigorous experience, ethical, and exam requirements of the CFP® Board and became a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant. As a CFP® professional, Matt has an in-depth knowledge of many of the financial planning solutions that can be tailored to each client's individual priorities, striving ultimately to deliver what clients need most today - Advice. Beyond investing.
Prior to joining UBS, Matt worked in education - serving as the Chief Financial and Operating Officer for a youth sports non-profit in addition to working as an administrator and teacher at two different inner city schools. He earned a Bachelor’s Degree in economics from Denison University and a Master’s Degree from the University of Notre Dame.
In his free time, he is an avid runner, amateur guitarist, and Head Coach for Boys Varsity Lacrosse at Cretin-Derham Hall in St. Paul. He lives in Mendota Heights with his wife, Ali, and their sons, Billy and Wes and spends many summer weekends at his family cabin in Siren, WI.
As a Registered Client Service Associate, Morgan is actively involved in the financial planning, cash flow, and investment management services that we provide for our clients. She plays a key role in providing insight and high quality service to our clients as we strive to deliver what our clients need most – Advice. Beyond Investing.
Prior to joining UBS, Morgan served as a Wealth Management Associate at US Bank. She is a 2016 graduate of the University of Minnesota – Twin Cities, majoring in communications. Immensely talented, Morgan recently served as a Cantor at The Church of Saint Peter in North St. Paul. She and her husband Jack recently welcomed their first child, Harrison. They live in Woodbury with their dog Murphy.