An experienced and committed team

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 also serves on the Board of Directors for Mile in My Shoes - a Twin Cities based non-profit focused on bringing the power of running to people experiencing homelessness and other barriers. 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. 

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 was a founding board member of Beyond Walls, an organization that creates educational opportunities for inner-city youth. 

Pete and his wife Beth split their time between Mendota Heights and the North Shore. Their children are all launched and they are enjoying spoiling their grandchildren.

Rick enjoys helping our clients feel more comfortable and confident about their futures. He coordinates our team’s work to make sure that we are addressing the concerns and opportunities for all our valued clients. In addition, Rick likes to spend time with our clients to personally address any questions and to help provide education when needed.  Our work is with financial instruments, but our focus is much broader and impactful to our client’s lives. Our team has built a network of experts both inside and outside of UBS to provide timely and effective advice to our clients. Through our regular financial planning review process, we work with clients to make sure that their plan is on track and to help make appropriate modifications as the world and clients’ goals change.

Rick began his working career with 3M Company where he gained experience in manufacturing, sales, marketing, and business management roles. While at 3M, he was the business manager for a business that was sold to a private equity group. Rick went on to become the president of the new technology-based company in the Twin Cities and led that business for four years. Rick holds a Bachelor of Science degree in Chemical Engineering from Lehigh University and an MBA from the University of Minnesota. The skills he developed from his engineering work and business management experience help him to provide robust and thorough financial plans and recommendations to our clients.

Growing up in the Chicago area, Rick has called the Twin Cities home for the last 40 years. He and his wife enjoy their home in North Oaks. They have two adult children who are busy with their lives and careers. Rick enjoys golfing, road biking, relaxing at his cabin and spending time with his family.

Prior to starting his career in the financial services industry in 1999, Ernie spent 26 years at 3M working in the areas of finance and engineering. His experience in a number of different business areas allows him to analyze our clients financial goals to find solutions. He understands the complexity of those goals and has a network of experts to consider all impacts of any decisions.

Ernie is a graduate of Central Connecticut State University and holds a Bachelor of Science degree in Business Administration with a major in accounting. Ernie splits his time between Florida and Minnesota where he enjoys golfing with family and friends.

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. 

Rachel began her career at UBS Financial Services Inc in 2008 after receiving a Bachelor of Arts degree from Concordia College in Moorhead, MN, where she double majored in Economics with a finance emphasis and History. She has also earned the Accredited Asset Management Specialist designation from the College for Financial Planning that lets Rachel build comprehensive plans for our clients. She has operated in many different role and with many different teams during her career at UBS which allows her to see different processes and how best to provide efficiency for the team. Rachel enjoys solving problems for our clients by researching different solutions.

Rachel resides in the Chisago Lakes area and enjoys fishing, biking, hiking and being outdoors with husband Matt and their sons Luke and Drew. She also is busy with her kids activities and teaching Sunday School at Elim Lutheran Church.

As a Wealth Strategy 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.

Shane is the newest member of Legacy Wealth Management. He plays an integral role in providing exceptional service to our clients. Shane graduated in 2022 from the University of St. Thomas with a degree in finance and a minor in data analytics. During his time at St. Thomas and post-graduation, Shane worked at RBC Wealth Management as both an intern and in a financial application assistance role. Shane is a St. Paul native and spends his free time with family and friends, or on the golf course.