More than three decades in financial services, all with UBS and its predecessor firm, Piper Jaffray, have given John the perspective of navigating multiple market cycles and the flexibility to adapt to a constantly changing industry.  He and his team work primarily with wealth creators—business owners, executives and entrepreneurs—and their families. John is committed to protecting his clients' wealth through risk management by developing long-term investment plans and by partnering with other professional counsel for tax and estate planning.

John graduated from Regis University with a B.S. degree in accounting, and subsequently earned his Series 7, 9/10, 63/65 & 3 securities licenses. He is the former President of Catholic Youth Camp and past City Council member. John has been recognized as a Barron's Top 1,200 Financial Advisor's. He and his wife Susan are avid skiers and John enjoys playing golf and boating on the lake in the summer.

Registered States:
AZ, CA, CO, CT, FL, GA, IL, IN, MI, MN, MO, MT, NC, NV, OR, PA, TN, TX, VA

As a District Manager in retail fashion for three states and 11 stores, Margie sharpened all the service and relationship-building skills needed to be a successful Wealth Strategy Associate. She partners with John and Dave to provide a high level of professional service to clients and works with their attorneys and CPA's to implement estate planning strategies within their portfolios. Marjorie joined the team in 2006 and her experience enables her to provide exceptional service to our UHNW families and efficiently provide solutions within client accounts, Insurance administration and Operations.

Margie collaborates with local colleagues for UBS "Season of Service" initiative and is a member of the branch activity committee for the office complex. She is a past board member of Catholic Youth Camp. Margie is also active in her community of Stillwater and enjoys running and reading. She is married and has three sons.

Registered States:
AZ, CA, CO, FL, GA, MN, MT, NC, TX