Insight-based advice

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Deborah has been working in the financial services industry for over 25 years. She specializes in working with high net worth families and women in financial transition providing client education, investment expertise and customized wealth management planning. This approach instills confidence as she combines the attentiveness and flexibility of a boutique firm with the global strength and rigor of the world's leading wealth manager. Deborah joined UBS in 2017.

 Deb also trained teachers and government leaders under an economic trade mission business partnership (ECOSENSE) between Attorney General Hubert H. Humphrey III and President Weizmann of Israel in 1997 and developed the Minnesota Stock Market Game, designing and developing the materials as well as directing the funding campaigns.

Deborah grew up in Newport, Rhode Island where she received a bachelor's degree in home economics from the University of Rhode Island and later earned a Master’s degree in economic education. She began her career as a teacher of mathematics and economics, then later owned her own consulting business. She also attended the SIA Wharton School.  Deb uses these experiences and skills to work with her clients at all experience levels. Her primary focus is on comprehensive Wealth Management including estate, insurance, and retirement planning.

Deborah lives in St. Paul with her husband Bill and enjoys spending time with her family and rug hooking. If you are interested in knowing more about the services Deborah and our team can provide to you, have questions about wealth management, or you have an interesting craft project you’d like to share, don’t hesitate to reach out to Deb.

California Insurance Producer License Number: OE84930

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 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.
• Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• University of Rhode Island, Bachelor's Degree in Home Economics
• University of Rhode Island, Master’s Degree in Economic Education
• SIA Wharton School

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With nearly 15 years of financial services experience, Erica enjoys offering high-net-worth individuals and families peace of mind and financial security by providing a disciplined approach to investing and creating customized solutions that fit their needs. Clients benefit from her goals-based planning which first addresses their current and future needs, then creates a plan that is monitored to ensure they are on the path to achieving their goals.

Erica just recently completed the training for earned the Certified Private Wealth Advisor (CPWA®) designation.

The aspect of this work that brings Erica the most joy is helping our clients plan for retirement and then transition into living and thriving within the next phase of their lives. By ensuring that our clients are on track to reach their goals early, we give them the freedom to spend time doing what they are most passionate about. We consider it a significant compliment that our clients choose to share so many parts of their lives with us, passions included.

Erica graduated from the University of Richmond where she earned her degree in business. She currently lives in Edina with her husband Collin, sons Jack and Connor, and daughter Grace. If you are interested in knowing more about the services Erica and our team can provide to you, have questions about wealth management, or you have a delicious recipe you would like to share, don’t hesitate to reach out to Erica.

California Insurance Producer License Number: 0L92862

• 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.

• University of Richmond (Richmond, VA), Business Administration

• Wealth Advisor
• Certified Private Wealth Advisor®

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Zachary is a Financial Advisor and Account Vice President with the Johnston Frantz Group. He joined the team in 2019 with 6 years of experience in the financial services industry. His UBS career started in 2017 when he came on as a Wealth Planning Associate.

Being a Financial Advisor, Zach is passionate about working with families to ensure their finances efficiently achieve their goals and effectively communicate their values to themselves and their surrounding community. 

Zach graduated from Eckerd College in Florida with a degree in Music, which still plays a role in his life to this day. During his time with UBS Financial Services, Zach has earned the CFP®,  AWMA® and CPWA® designations, further demonstrating his zest for knowledge and professional growth.

Zach enjoys speaking with others and learning about their ambitions. If you are interested in knowing more about how our team can help you utilize your wealth to achieve those ambitions or you want to talk pipe organs or American roots music, or talk about his toddler Abby and her latest adventures, don’t hesitate to reach out to Zach.

• 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.

• Eckerd College in Florida, Music

• CERTIFIED FINANCIAL PLANNER™
• Accredited Wealth Management Advisor℠
• Certified Private Wealth Advisor®

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Annie brings her unique breadth of experience to UBS as a Financial Advisor who provides a high level of communication and personal attention to each of our clients. After graduating with a degree in Psychology from The University of Michigan in Ann Arbor, Annie went to work for Target Corporation as a Merchandising Business Analyst. She then entered the client services industry as a Consultant at Pricewaterhouse Coopers in their Retail & Consumer practice, where she developed a passion for working with clients to achieve their goals.

As a Financial Advisor, Annie has a talent for building and strengthening relationships with clients. She enjoys working closely with clients to develop personalized, goals-based financial plans aimed at developing strategies to help them achieve their personal and financial goals. By creating a strong foundation through the financial planning process, Annie can give clients peace of mind that their needs, wants and wishes are the building blocks of their investment strategy.

Annie lives in Edina with her husband Jason, and her daughters Penelope and Luisa. She enjoys spending time with her family and friends, and walking the city lakes with her dog, Walter.

• 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.

• University of Michigan, Psychology

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As a Registered Client Service Associate for the Johnston Frantz Group, Lacie’s job is to ensure that our team is meeting the day to day needs of our clients while providing the best service possible. She handles the essential operations of our team from client review schedules, onboarding new clients, to executing recommendations from advisors.

In this role, Lacie is constantly growing her knowledge of the financial services industry. She is currently working towards obtaining a health and life insurance license, learning how to input data for financial plans, and expanding her skill set within the Client Associate role. 

Lacie joined the Johnston Frantz Team in December of 2019. Having graduated from the University of Minnesota in 2017 with a degree in Global Studies and a focus on Human Rights and Justice, Lacie then spent a few years working with non-profit organizations across the Twin Cities on large scale volunteer coordination projects. This experience set her up to excel in this position where each day brings new tasks and responsibilities.

Lacie lives in South Minneapolis and spends her time reading, taking walks around the lakes, and playing with her St. Bernard George.

• University of Minnesota, Global Studies and a focus on Human Rights and Justice

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Jordyn joined the team in December 2021 and is a Registered Client Service Associate. She works with our clients and advisors on a daily basis to deliver the highest quality of service.

She graduated from the University of Minnesota - Twin Cities in 2019, majoring in Strategic Communications and Sports Management. She began her career in the sports social media and public relations industry, working in the Athletic Communications Department at the University of Minnesota. She recently lived in downtown Chicago where she worked as an Account Coordinator at a boutique public relations firm.

Jordyn's past experiences have given her the tools needed to work with Lacie Matthews to manage the operational aspects of the business. She holds her Series 7 and Series 66 licenses.

Returning to her roots, Jordyn moved back to Minnesota in December of 2021 and currently resides in Eden Prairie. When she isn't working, you will most likely find her with her nose in a book, spending time with friends and family or exploring the outdoors.

• University of Minnesota - Twin Cities, Strategic Communications and Sport Management