Senior Wealth Strategy Associate
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.
Education
Senior Wealth Strategy Associate
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.
Education
Wealth Strategy Associate
As a Wealth Strategy Associate, Morgan is actively involved in the financial planning and investment management services that we provide for our clients. She also coordinates our team’s marketing and client events. Prior to joining UBS, Morgan served as a Wealth Management Associate at US Bancorp.
Morgan is a 2016 graduate of the University of Minnesota – Twin Cities and received her Bachelors of Arts degree in Communication Studies. She studied vocal performance at Bethel University and the University of Minnesota – School of Music and served as a cantor for the Church of Saint Peter in North St. Paul.
She and her husband Jack have two sons, J. Harrison and Benjamin. They live in Woodbury along with their dog Murphy. In her free time, Morgan enjoys traveling to Florida with her family, summers on Madeline Island, winters at Afton Alps and DIY home and design projects.
Education
Wealth Strategy Associate
As a Wealth Strategy Associate, Morgan is actively involved in the financial planning and investment management services that we provide for our clients. She also coordinates our team’s marketing and client events. Prior to joining UBS, Morgan served as a Wealth Management Associate at US Bancorp.
Morgan is a 2016 graduate of the University of Minnesota – Twin Cities and received her Bachelors of Arts degree in Communication Studies. She studied vocal performance at Bethel University and the University of Minnesota – School of Music and served as a cantor for the Church of Saint Peter in North St. Paul.
She and her husband Jack have two sons, J. Harrison and Benjamin. They live in Woodbury along with their dog Murphy. In her free time, Morgan enjoys traveling to Florida with her family, summers on Madeline Island, winters at Afton Alps and DIY home and design projects.
Education
Client Associate
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.
Education
Client Associate
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.
Education
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.
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.
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