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. 

Registered States:
AK, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, 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.

Registered States:
AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, SC, SD, 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.

Registered States:
AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, SC, SD, TX, UT, VA, WA, WI

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. 

Registered States:
AZ, CA, CT, FL, IA, IL, IN, LA, MA, MI, MN, NC, OH, OR, SD, TX, WA, WI

Alyssa Bell is responsible for 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.