Senior Vice President–Wealth Management
Mike began his career in the summer of 2005 as an intern during college and in 2009 he joined the Theilmann Financial Group as a Financial Advisor. With his clients, Mike emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also helps them with education funding, insurance, and estate planning.
Mike earned his BS degree in Finance from Drake University. He lives in Wayzata with his wife Katie, son Henry. He enjoys being active in sports and spending time on the lake in his free time.
Recognized as an industry leader:
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.
Credentials
Senior Vice President–Wealth Management
Mike began his career in the summer of 2005 as an intern during college and in 2009 he joined the Theilmann Financial Group as a Financial Advisor. With his clients, Mike emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also helps them with education funding, insurance, and estate planning.
Mike earned his BS degree in Finance from Drake University. He lives in Wayzata with his wife Katie, son Henry. He enjoys being active in sports and spending time on the lake in his free time.
Recognized as an industry leader:
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.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
For more than 20 years, Scott has been earning the trust of his clients with a holistic approach to wealth management. He meets the needs of his clients with an unparalleled level of service. Scott achieved the Senior Portfolio Manager title by meeting stringent requirements on assets managed, industry experience, length of time using investment discretion, and a spotless compliance record. He earned his B.A. degree in Business Management from St. John's University. Scott and his wife, Melissa, live in Orono, MN and have three boys.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
For more than 20 years, Scott has been earning the trust of his clients with a holistic approach to wealth management. He meets the needs of his clients with an unparalleled level of service. Scott achieved the Senior Portfolio Manager title by meeting stringent requirements on assets managed, industry experience, length of time using investment discretion, and a spotless compliance record. He earned his B.A. degree in Business Management from St. John's University. Scott and his wife, Melissa, live in Orono, MN and have three boys.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
For more than 19 years, Steve has built an advisory practice focused on trust and transparent communication. He understands financial planning for every stage of life and is passionate about providing clients with the best options. Steve runs the insurance planning for Wayzata Wealth Management and collaborates with our UBS consultant teams and clients trusted professionals. He earned his B.A. degree in History from St. John's University. Steve and his wife, Britt, live in St Paul and have two boys.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
For more than 19 years, Steve has built an advisory practice focused on trust and transparent communication. He understands financial planning for every stage of life and is passionate about providing clients with the best options. Steve runs the insurance planning for Wayzata Wealth Management and collaborates with our UBS consultant teams and clients trusted professionals. He earned his B.A. degree in History from St. John's University. Steve and his wife, Britt, live in St Paul and have two boys.
Credentials
Authorized Officer
Senior Client Associate
Janice Hatlestad leads client service and operational needs for the Theilmann Group, including directly assisting clients with diverse transactional and service-related needs. Janice has more than 20 years experience in the financial services industry.
Janice received a business degree from Minneapolis Business College and holds the Series 7 and 66 licenses. She and her husband Rick live in Lakeville, MN and enjoy golf, boating, skiing, and travel.
Authorized Officer
Senior Client Associate
Janice Hatlestad leads client service and operational needs for the Theilmann Group, including directly assisting clients with diverse transactional and service-related needs. Janice has more than 20 years experience in the financial services industry.
Janice received a business degree from Minneapolis Business College and holds the Series 7 and 66 licenses. She and her husband Rick live in Lakeville, MN and enjoy golf, boating, skiing, and travel.
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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