Senior Vice President–Wealth Management
Prior to coming to UBS, Jon worked at Drexel Burnham Lambert as well as Smith Barney. He has over thirty years of investment experience and is a portfolio manager as well as a financial advisor. Additionally, Jon is both insurance and commodities licensed and holds a Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning.
Jon and his wife, Karen, live on Medicine Lake in Plymouth, MN where he waterskies every morning. Jon enjoys travel, golfing, running, home brewing, and a good book.
Jon has two children. Madeline is a graduate of Iowa State University and is an interior designer. Ian is a graduate of the University of Iowa and joined Eklin Wealth Management in 2022 after 2 years in public accounting with PwC as a CPA.
Senior Client Associate
Janice has served clients in the financial services industry since 1999. She assists clients with their account administration needs and also manages the operational details of the business. Her Series 7 and 66 securities licenses allow her to directly assist clients with more diverse transactional and other service related needs, enabling our team to provide more efficient, timely service. Janice and her husband Rick live south of the Twin Cities and enjoy golf, skiing and travel.
Ian graduated from the University of Iowa in 2019 with a degree in both Finance and Accounting with a minor in Spanish. Upon graduation he worked at PwC for 2 years as an auditor where he attained his CPA license. He then began working with his dad, Jon, as a financial advisor in 2022 at UBS.
Ian ran cross country and track & field at Iowa and still runs competitively seeking a U.S. olympic trials qualifier in the marathon, his current best is a 2:24:42.