Time to do great things

As Team Business Manager, Rachel provides business related support as well as manages the day-to day-operations of the team.  She enjoys researching different solutions for your clients to find solutions and drive efficiency. Rachel appreciates the lasting relationships she had developed since joining UBS in 2007. Rachel received her Bachelor of Arts degree from Concordia College in Moorhead, MN and has also earned the Accredited Asset Management Specialist™ designation from the College for Financial Planning.

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 is busy with her kids’ activities and volunteering 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.

Tommy joined UBS in April 2024 as an Office Administrator and made the transition to our Legacy Wealth Management Team in April 2025. He has a strong interest in finance and is passionate about providing excellent service to our clients and building lasting, impactful, and positive relationships.

Tommy graduated in 2013 from Wartburg College with a Bachelor of Arts in Business Administration with a concentration in Marketing. He enjoys spending time with friends, family, and his dog, Milton. He also has previous experience as a Wilderness Guide in the Boundary Waters Canoe Area and has completed a 3,300-mile bike trip across the United States.