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.
Jacob D. Creydt, CFP®, AAMS®
Jacob Creydt is a Managing Director – Wealth Management and Senior Portfolio Manager at UBS Financial Services. Jacob earned degrees in Finance and Accounting from the Carlson School of Management at the University of Minnesota. Prior to entering financial services, he earned his CPA license (he is now an inactive certificate holder). Jacob is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®) and has earned the Accredited Asset Management Specialist (AAMS®) and UBS Wealth Advisor designations.
Jacob uses his background, training and experience to develop tax-efficient strategies for clients, collaborating with their tax and legal professionals. In addition, Jacob has been designated a Senior Retirement Plan Consultant by UBS in recognition of his extensive knowledge and experience in overseeing corporate 401k retirement plans. As such, he leads the team's corporate retirement plan and institutional consulting services. He is also a member of the team's investment and portfolio construction oversight group.
The financial planning and investment management community continues to recognize Jacob for his contributions as a top advisor to the retirement plan, institutional and high net worth advisory marketplaces. Some of Jacob's more recent recognitions include:
- "2018 & 2019 & 2020 Best-In-State Wealth Advisors" – Forbes Magazine
- "2017 & 2018 & 2019 & 2020 Top 1,200 Financial Advisors" – Barron's Magazine
- "2016 & 2017 Top 40 Advisors Under 40" - On Wall Street Magazine
Jacob grew up on a dairy farm in Wisconsin where he learned the values of hard work, planning and commitment – values that fueled a passion for serving families and business owners. Outside of the office, you will find Jacob spending time outdoors with his wife and three children.
AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, NM, NV, NY, OH, PA, SC, TX, VA, WA, WI
James Hay, AAMS®, CIMA®
James Hay is a Senior Vice President – Wealth Management and Senior Portfolio Manager at UBS Financial Services. He earned a degree in Political Science from Wheaton College, a J.D. from Hamline University School of Law and an M.B.A. in Finance from The Carlson School of Management at the University of Minnesota. Jim was admitted to practice law in Minnesota and worked as an attorney prior to entering the financial services. He is Certified Investment Management Analyst certificant (CIMA®) and has earned the Accredited Asset Management Specialist (AAMS®) designation.
Jim uses his unique combination of experience, perspective and education to work with clients and their legal professionals to align their personal, philanthropic and legacy goals with their overall wealth management plan. Jim has extensive experience in corporate executive benefit planning and he leads the team's corporate executive services. He is also a member of the team's investments and portfolio construction oversight group.
Outside of work, Jim enjoys hunting and fishing, attending his three children's many activities and spending time with his wife.
AZ, CA, CO, DC, FL, GA, IL, IN, MA, MI, MN, MT, NV, NY, SC, TX, WA, WI
Scott R. Swenson, CFP®, ChFC®, CRPS®
Scott Swenson is an Investment Associate at UBS Financial Services. He received a B.S. in Finance from St. Cloud State University. Scott has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Chartered Retirement Plan SpecialistTM (CRPS®) and Chartered Financial Consultant® (ChFC®) designations and holds the Series 7 and 66 securities licenses. He began his career in the financial services in 1995 and was an Advisory Consultant with Piper Jaffray and US Bancorp Investment assisting and training financial advisors nationwide on advanced financial planning. Scott oversees the financial planning services of the team and supports the team's corporate retirement plan and institutional consulting services. He is also a member of the team's investments and portfolio construction oversight group.
Scott resides in Rosemount, MN with his wife and three children. Outside of work, Scott's interests revolve around his children’s activities and enjoying various sports.
AZ, CA, CO, FL, ID, IN, MN, NJ, PA
Geri Paquette is an Associate Director and Team Administrator at UBS Financial Services. Geri began her financial services career in 1996 and prior to joining Creydt & Hay Wealth Management spent several years in branch office administration management. Geri earned a Bachelor of Science degree from the University of Minnesota and holds the Series 7, 9, 10, 63 and 65 securities licenses as well as a Minnesota Insurance license.
Geri uses her experience and deep knowledge of the firm's operational and administrative processes to proactively and efficiently provide client solutions. She leads the team's client service and support functions.
Geri and her husband reside in Eagan, MN. Outside of work, Geri enjoys traveling and attending sporting events and activities of her three sons.
AZ, CA, CO, FL, IN, MI, MN, PA, WI
Caroline Camp joined Creydt & Hay Wealth Management as a Registered Client Service Associate in 2016. She started her career at Morgan Stanley in the Operations department providing her experience helping the branch in all day to day procedures. Caroline works with each client on a personal level, allowing her to get to know their unique needs and preferences. Some of her daily tasks include scheduling, money movement and account changes. She has acquired her Series 7 and Series 66 securities licenses.
Caroline earned her Bachelor of Arts degree from the University of Minnesota- Twin Cities. Outside of the office, she enjoys traveling, trying new restaurants and getting together with her friends and family. Caroline lives in Victoria with her husband and dog.
AZ, CA, CO, FL, MI, MN
Jen Nelson has been working in the financial services industry for 25 years, starting her career at Prudential Securities. In 2001, Jen moved to Piper Jaffray's Private Client Group, which was acquired by UBS Financial Services in 2006. She has her Series 7 and 63 licenses and a vast knowledge in the operational and the administrative processes of securities and insurance products, focusing on creating a positive client service experience. Jen has two daughters and lives in Minneapolis with her husband.
AZ, CA, CO, FL, IL, MN, MT, ND, TX, WI