Becky began her financial services career in 2004 with Thrivent Financial and has been with UBS for over 10 years.  Prior to financial services, she spent seventeen years in product management with two different fortune 500 companies, managing and developing consumer packaged goods brands in the US and abroad.  Becky started her career in accounting, preparing tax returns for individuals and businesses and passing the exams required to become a Certified Public Accountant (CPA).

Becky holds series 7 and 66 securities licenses as well as life and health insurance licenses.  She is a CERTIFIED FINANCIAL PLANNER™ professional working with clients to provide financial guidance and to develop implementation strategies to help them achieve their goals and is currently involved in the Financial Planning Association of Minnesota. Becky has earned the title of Senior Portfolio Manager within UBS. She also earned the Wealth Advisor designation after successfully completing UBS's rigorous Wealth Management Program.

Becky has a B.A. in Accounting from the University of Minnesota and an MBA from the Carlson School of Management.

Becky and her husband Brian reside in Minneapolis and have two daughters.  Outside of work she enjoys traveling, outdoor activities and spending time at their cabin in Northern Minnesota.

Registered States:
AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

Kelli specializes in working with families on their comprehensive wealth management.  She takes pride in developing wealth strategies that her clients find valuable as they navigate all financial decisions.  Her focus on prompt superior service as well as creative solutions for clients separate her from other advisors.  She earned the advanced designation of CERTIFIED FINANCIAL PLANNER™ by meeting rigorous experience and ethical requirements of the CFP Board, as well as passing the CFP(r) certification Exam.  She also has her Series 7, 66, life and health insurance licenses. Kelli's B.S. in Business is from the University of Minnesota Curtis L. Carlson School of Management.  Kelli and her husband, Ben, reside in Minnetonka and have a two daughters.

Registered States:
AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

Joe attended the University of St. Thomas and graduated Magna Cum Laude in the spring of 2016. He pursued a dual major, earning a BA in Finance and a BS in Real Estate. While attending UST, he was involved in several clubs, served on a philanthropic board and joined UBS as an intern from December 2014 to May 2016. Upon graduation, Joe worked two years as a treasury analyst at a multi-national manufacturing company. In April 2018, Joe joined the Falk, Puhl & Guillaume Wealth Management Team as a Wealth Strategy Associate and holds the Series 7 and 66 securities licenses.

Joe grew up in the Twin Cities, falls fourth in a lineup of five children and enjoys mountain biking, hiking, traveling and spending time with friends and family.

Registered States:
AL, AZ, CA, CO, CT, FL, IA, ID, IL, MA, MD, MN, MO, MT, NY, OR, SC, SD, UT, VA, WA, WI, WY

Elizabeth enthusiastically joined UBS in 2017 and is enjoying her career comeback serving as a Registered Client Service Associate. During her first year, Elizabeth worked to obtain the Series 7 and 66 securities licenses. She places great emphasis on serving clients with the highest standards and assists with marketing and compliance. She earned a Bachelor of Science from Purdue University in Financial Planning and Counseling. After working 10 years in Personal Trust Banking, Elizabeth had the privelege of raising her two sons and working part time in various capacities.

Elizabeth resides in Chanhassen with her two sons. Outside of work, she treasures time spent with dear friends, biking, golfing, skiing, cooking and knitting. Elizabeth is always on board to try something new whether it be with her UBS Team or in her personal time.

Registered States:
MN

Registered States:
MN