Insight-based advice

Matthew P. Hourigan, CFP, AWMA

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

I am focused on helping individuals and families pursue their goals through comprehensive planning. In 2016, I met the rigorous experience, ethical, and exam requirements of the CFP® Board and became a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant. I am also an Accredited Wealth Management Advisor (AWMA®) and hold the Series 7 and 66 securities licenses as well as licenses for life insurance and variable annuities.

As a CERTIFIED FINANCIAL PLANNER™ professional I have an in-depth knowledge of the many 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, I 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. I earned a Bachelor’s Degree in economics from Denison University and a Master’s Degree from the University of Notre Dame.

In my free time, I'm an avid runner, amateur guitarist, and Head Coach for Boys Varsity Lacrosse at Cretin-Derham Hall in St. Paul. I also serve 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. I live in Mendota Heights with my wife, Ali, and our sons, Billy and Wes and spend many summer weekends at our family cabin in Siren, WI.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • ND
  • NE
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2024The 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, 2023, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelor’s Degree in Economics, Denison University
  • Master’s Degree, University of Notre Dame

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Estate planning strategies
Philanthropy
Custom portfolios
Sustainable investing
Cash management
Multi-generational families
444 Cedar Street
Suite 2200
St Paul, MN 55101
  • (651) 229-6021

Email Me

  • Morgan Vondrachek

    Morgan Vondrachek

    Wealth Strategy Associate

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    • AZ
    • CA
    • CO
    • FL
    • IL
    • MA
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NY
    • OR
    • SC
    • TX
    • WA
    • WI

    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.

      • University of Minnesota – Twin Cities, B.A. in Communications
        444 Cedar Street
        Suite 2200
        St Paul, MN 55101
        morgan.vondrachek@ubs.com
        Morgan Vondrachek
        444 Cedar Street,St Paul,MN,55101
      • Rachel Putratz

        Rachel Putratz

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IA
        • ID
        • IL
        • KS
        • KY
        • LA
        • MA
        • MD
        • MI
        • MN
        • MT
        • NC
        • ND
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TX
        • UT
        • WA
        • WI

        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.

          • Concordia College, B.A.Economics & History
            444 Cedar Street
            Suite 2200
            St Paul, MN 55101
            rachel.putratz@ubs.com
            Rachel Putratz
            444 Cedar Street,St Paul,MN,55101
          • Shane Benick

            Shane Benick

            Client Associate

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            • AZ
            • CA
            • CO
            • DC
            • FL
            • IA
            • IL
            • KS
            • MA
            • MD
            • MI
            • MN
            • MT
            • NC
            • ND
            • NE
            • NJ
            • NM
            • NY
            • OH
            • OR
            • SC
            • TX
            • UT
            • VA
            • WA
            • WI

            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.

              • University of St. Thomas, B.A. Finance and Data Analytics
                444 Cedar Street
                Suite 2200
                St Paul, MN 55101
                shane.benick@ubs.com
                Shane Benick
                444 Cedar Street,St Paul,MN,55101

              By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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