Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Michael Engelmann

Senior Vice President - Wealth Management
Financial Advisor
952-921-7962
michael.engelmann@ubs.com

As a husband and father, Michael embraces the role of a family steward.  That's why it's important to him to assist his clients in making decisions that help them preserve wealth and take care of their families for generations.  Michael is also firmly committed to long-term client relationships and strives to deliver exceptional client service.

Michael is the senior member of The Engelmann Wealth Management Group.  He started in the industry in 1980 and after twenty-eight years at Morgan Stanley, where he had risen to become their top advisor in the state, he joined UBS in 2008.  He is a Senior Vice President – Wealth Management, and Senior Portfolio Manager of the Portfolio Management Program.

Barron's Magazine Top 100 Wealth Advisors in America recognized Michael as one of the top five advisors in Minnesota.

Outside of the office, Michael is an avid musician.  He and Barbara are dedicated to supporting the United Way Tocqueville Society, which works in advancing the common good by creating opportunities for a better life for all.


Elizabeth "EB" Engelmann, CRPS®, CRPC®

Senior Vice President - Wealth Management
Portfolio Manager
Chartered Retirement Plans Specialist (CRPS®)
Chartered Retirement Planning Counselor (CRPC®)
952-921-7929
elizabeth.engelmann@ubs.com

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Elizabeth develops investment strategies based on expectations for the market and the economy.  In challenging financial environments, she knows it's especially important to stay focused on retirement goals.  As a Chartered Retirement Planning Counselor (CRPC®), she focuses on helping clients build secure retirement strategies.  Her experience and knowledge enable her to offer customized wealth management advice and personalized retirement income strategies for success. 

Elizabeth is an Account Vice President and Portfolio Manager.  Members of this elite group must be well established in the industry, studied in advanced portfolio management and have the power to offer a high level of investment advisory services to their clients.

She received a B.S. in business from The Leeds School of Business, University of Colorado, Boulder and has been a member of The Engelmann Group for over six years.  She is an active member of the Junior League of Minneapolis and passionate about volunteering at PROP, her local food shelf.  She and her husband, John, live in Eden Prairie, Minnesota.


Registered States:
AK, AZ, CA, CO, CT, FL, GA, IA, IL, MA, MD, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OK, OR, PA, SD, TX, VA, WA, WI, WY


Barbara Ann Engelmann

Investment Associate
952-921-7927
barb.engelmann@ubs.com


Donald W. "Don" Cameron, AWMA®

Senior Client Service Associate
Accredited Wealth Management Advisor℠
952-921-7926
don.cameron@ubs.com

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Registered States:
AZ, CA, FL, MI, MN, MT, NJ, NM, PA, WA, WI, WY


Carin L. Thomas, CIMC®

Senior Vice President - Wealth Management
Certified Investment Management Consultant (CIMC®)
952-921-7981
carin.thomas@ubs.com

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For more than 20 years, Carin Thomas has been helping people in the Twin Cities build their wealth and meet their financial goals.  Carin, a Certified Investment Management Analyst and Senior Vice President - Wealth Management at UBS Financial Services Inc., began her career in the securities industry in 1985, working as Vice President/Manager in Trust Services at Wells Fargo and US Bank.  She began advising clients in 1995 at Merrill Lynch in Minneapolis. 

Carin is also one of the few Certified Financial Divorce Practitioners in Minnesota – one of only a handful with expertise in the financial services industry.  With this added certification, Carin is putting her skills and experience to work helping clients who are in transition because of a major life change, such as divorce, marriage, death of a loved one, or retirement.  By working with them to plan their investment and cash flow strategies, she helps them work toward long-term financial security during some of life’s most challenging experiences.  She also co-authored a book on the subject and created a workbook for people who need to navigate the financial aspect of this process.

Carin holds a bachelor’s degree in Economics from Gustavus Adolphus College in St. Peter, Minnesota.  She lives in Lakeville, Minnesota, with her family and Golden Retriever, Captain.  She has two adult sons and loves to play tennis, golf and travel.


Registered States:
AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, MA, MI, MN, MO, MT, NH, NJ, NV, NY, OR, PA, SD, TX, VA, WA, WI


Stacey D. Michels, CRPC®, CDFA®

Investment Associate
Chartered Retirement Planning Counselor (CRPC®)
Certified Divorce Financial Analyst (CDFA™)
952-921-7931
stacey.michels@ubs.com

Stacey Michels has been in the financial services industry for 22 years.  She is an Investment Associate and holds the designations of Chartered Retirement Planning Counselor (CRPC) and Certified Divorce Financial Analyst (CDFA).  Prior to joining UBS in 2009, she worked at Merrill Lynch as a Financial Advisor.  By profiling clients and executing client reviews, she works on assisting clients with identifying their financial goals, implementing investment strategies and conducting investment strategy reviews.

She holds a B.A. in Economics and Political Science from the University of North Dakota.  She lives in Shorewood with her family and volunteers locally with neighborhood schools, Girl Scouts, Boy Scouts, her church and military spouse associations. 


Registered States:
AZ, CA, CO, FL, ID, IL, IN, MA, MI, MN, MO, NJ, NY, PA, TX, VA, WI


Jennifer E. Nelson

Registered Client Service Associate
952-848-8094
jennifer.e.nelson@ubs.com

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Jen has been working in the financial services industry for 18 years, and started her career at Prudential Securities.  In 2001, she moved to Piper Jaffray's Private Client Group, which was acquired by UBS Financial Services in 2006.  She is FINRA registered and holds her Series 7 and 63 licenses.  Jen has vast knowledge in the operational and the administrative processes of securities and insurance products, focusing on creating a positive client service experience.  She currently lives in Minneapolis with her husband, and in her free time she enjoys traveling, scrapbooking, outdoor activities and movies.


Registered States:
AZ, CA, FL, MN, TX