Lasting relationships. For all that matters

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Scott-Musgjerd

    Scott Musgjerd

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • ND
    • NE
    • NM
    • NV
    • NY
    • OH
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    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.

      • St. John's University, B.A. in Business Management
      • Senior Portfolio Manager
      681 East Lake Street
      Wayzata, MN 55391
    • Stephen-Weber

      Stephen Weber

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IA
      • IL
      • IN
      • KS
      • MA
      • MD
      • MI
      • MN
      • NC
      • ND
      • NE
      • NM
      • NV
      • NY
      • OH
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI

      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.

        • St. John's University, B.A. in History
        • Wealth Advisor
        681 East Lake Street
        Wayzata, MN 55391
      • Michael-Theilmann

        Michael Theilmann

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IA
        • IL
        • IN
        • KS
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • ND
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        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. 

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.

        • Drake University, B.S. in Finance
        • Portfolio Manager
        681 East Lake Street
        Wayzata, MN 55391
      • Alyssa-Bell

        Alyssa Bell

        Senior Client Associate

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        • AK
        • AZ
        • CA
        • CO
        • FL
        • GA
        • IL
        • MA
        • MD
        • MN
        • NC
        • NJ
        • TX
        • WI

        Alyssa Bell is responsible for leading the team’s client service and administration efforts as well as team marketing.  She has been with UBS since 2012 and brings a unique perspective to her role. She approaches every relationship with empathy, understanding and a commitment to helping high net worth and ultra-high net worth clients move successfully through financial challenges toward their goals.

        Alyssa earned her B.A. in Religion from Baylor University. She holds her Series 7, 63, 65, and 9/10 securities licenses. Alyssa and her husband Matt live in New Hope, MN with their son Jack. In her spare time she enjoys hiking and biking with her family.

          • Baylor University, B.A. in Religion
            681 East Lake Street
            Wayzata, MN 55391
          • Janice-Hatlestad

            Janice Hatlestad

            Senior Client Associate

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            • AZ
            • CA
            • CT
            • FL
            • IA
            • IL
            • IN
            • MA
            • MI
            • MN
            • NC
            • OH
            • OR
            • SD
            • TX
            • WA
            • WI

            Janice Hatlestad supports client service and operational needs for Wayzata Wealth Management, 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. 

              • Minneapolis Business College, Business
                681 East Lake Street
                Wayzata, MN 55391

              The Year Ahead - Sustainable Investing

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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