Experience Makes all the difference

With our combined experience of almost 100 years in the investment business, our team offers a level of market expertise unparalleled in the Twin Cities marketplace. Employing a comprehensive, yet focused approach to your financial situation, we can provide customized financial plans and investment portfolios to help you meet your long-term financial goals.

Harold Burrows

Vice President - Wealth Management
952-404-3782

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Harold is our senior team member. With 40 years of investment experience and a MBA in finance, Harold offers considerable knowledge and expertise to our team. He holds a B.A. degree from Iowa State University and a Masters degree from the University of Minnesota.


Test D'Aiutolo

Financial Advisor
952-475-9432

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Jonathan Eklin

Senior Vice President - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
Senior Portfolio Manager
Portfolio Management Program Financial Advisor
952-404-3781

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Prior to coming to UBS, Jon worked at Drexel Burnham Lambert as well as Smith Barney. He has over 20 years of investment experience and is a portfolio manager as well as a financial advisor. Jon is a 1986 graduate of St. Olaf College with a B.A. in Economics. He lives in Plymouth, MN with his wife Karen and children Ian and Madeline.


Registered States:
AZ, CA, CO, DC, FL, GA, IA, IL, KS, MI, MN, MO, MT, NC, ND, OH, OR, PA, SD, TX, WA, WI


April D. Fritz

Client Service Associate
952-404-3780

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April has been in the financial industry since 2003. She received a B.A. in Management from Gustavus Adolphus College, and also holds Series 7 and Series 66 securities licenses and her Minnesota insurance license. April is focused on providing reliable customer service and is responsible for all client administrative issues.