Experience

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 and his wife Susan are avid skiers and John enjoys playing golf and boating on the lake in the summer.

UBS Financial Services Insurance Agency Inc. License UBS #0512985 Agent License #0H14198

Since joining UBS, Elle has worked with a select group of exceptional families. She has found that the greater your wealth, the greater your need for advice, oversight and a trusted team to handle the details for each generation. From helping you clarify and instill financial responsibility and family continuity to creating a lasting philanthropic legacy, Elle delivers a solution with the discipline, accountability and uncompromising service you deserve. She is dedicated to earning your confidence in all she does, so you have more freedom to pursue your commitments to everything and everyone else that matters.

Prior to joining the firm in 2020, Elle earned the CPA designation and spent seven years in the accounting industry. She most recently worked as a senior accounting manager at a global technology company in New Orleans. Before that, she worked in public accounting at PwC, auditing large financial institutions in the Chicago area. 

Elle grew up in Orono, MN and currently resides in the west suburbs with her husband Harrison and daughter Virginia. Elle obtained a B.S.M. in Marketing and Master of Accounting from Tulane University. She holds Series 7 and 66 securities licenses.

UBS Financial Services Insurance Agency Inc. License UBS #0512985 Agent License #4208700

Natalie Breon, Financial Advisor, is passionate about developing long-lasting client relationships built on trust and collaboration. She is dedicated to providing consistent tailored advice to help high net worth and ultra-high net worth individuals and families plan for the future in order in efforts to protect those they love and their legacy. Natalie offers a multi-generational perspective that addresses client priorities while supporting their vision and values. She brings compassion and creativity to all her clients while developing solutions though a systematic, process driven approach.

Natalie has her B.A. in Political Science from Loyola University in Baltimore where she rowed competitively and was active in the local refugee community. After graduating, Natalie worked at the UBS home office in Weehawken alongside the structured solutions product team. Most recently Natalie spent four years in the Salesforce ecosystem as a business development leader, building deep relationships with her partners and ensuring her customer’s success. Her securities licenses include the Series 7 and 66. 

Natalie lives in Minneapolis, MinneSNOWta, enjoys running (when it’s not -17º), any water sport and skiing.

UBS Financial Services Insurance Agency Inc. License UBS #0512985 Agent License #4209262

Margie is a Wealth Strategy Associate for the UBS Breon Wealth Management Group. She brings over 15 years of client servicing experience to the team. She takes pride in providing clients with a high level of service and personalized attention to meet a broad range of needs. She is focused on providing solution-oriented assistance to clients and works with their attorneys and CPA's to implement estate planning strategies within their portfolios.

Collaborating with local colleagues for UBS "Season of Service" initiative is a yearly activity Margie takes the lead on implementing for the Minneapolis Office Complex.  She is a past board member of Catholic Youth Camp. Margie is also active in her community of Stillwater, MN and enjoys running and reading. She is married and has three sons.