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 impactful advice to his clients. 

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. 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.

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 and enjoy any time with their kids and grandkids.

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.

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 Client Service Associate, Shane 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.

After more than thirty years of helping families in all aspects of their finances, Lynn has transitioned into retirement. Although she misses her wonderful teammates and her clients, she is fully embracing retirement life!  She stays busier than ever gardening, hiking, traveling and spending the winter months in Arizona with her husband, Kelly.