Registered States:
AZ, CA, CO, FL, GA, IA, IN, KS, ME, MI, MN, MO, ND, NM, NY, OK, OR, SC, TN, TX, VA, WA, WI

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Dan joined UBS in the fall of 2015 to help bring financial planning services to our clients. He is our main point of contact on the wealth management team. Dan works with our clients from a comprehensive approach to help design custom portfolios based on our client's individual needs. He plays an integral role in this process by gathering client information, finding solutions, developing and presenting their plan. Financial planning is not an afterthought, but rather, a key part of how we work with clients.  This gives a purpose and focus for what can be accomplished with capital. Once the financial plan is established, Dan continues to work with our clients to ensure they are meeting the goals of their financial plans.

Dan has been in the financial services industry since 2009 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as the Charter Retirement Planning Counselor (CRPC®) designations. Through his immense education and hands on work experience, Dan has the knowledge and skills to help clients with all of their financial planning questions and concerns.

Dan and his wife, Laura, live in Burnsville. Outside of the office you can typically find Dan hunting, fishing, or golfing. 

Registered States:
CA, MI, MN, ND, NY, SD, TX, WA

Jack is the assistant to Senior Portfolio Manager, Matt Cronin, and Senior Wealth Strategy Associate, Dan Monahan. His first priority is to assist clients with any of their day to day requests; such as trades, distributions, account updates, and scheduling. Jack aims to provide the highest level of service you come to expect from UBS.

Jack started his professional career in finance after graduating from the University of Wisconsin-Whitewater in December of 2016, receiving a degree in Finance. Jack is a registered client service associate, eager to help clients in any capacity.

When not in the office, Jack can be found on the rugby pitch, playing for a local men's team Metropolis rugby club. If Jack is not playing rugby, he can be found coaching the Edina Hornets High School Team.

Registered States:
AZ, CA, CO, FL, IA, IL, MI, MN, MO, NC, NM, NY, RI, TN, TX, WA, WI