Time to do great things

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.

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.

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.