Financial planning for what you want to accomplish

Oculus

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Plans
  • Dan Bio Headshot

    Daniel Griep

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Dan has been working in the financial services
    industry for over 25 years. He delivers
    comprehensive wealth management by assisting
    clients with financial and income planning, estate
    planning, charitable giving, legacy planning, debt
    management and insurance.


    Dan began his career as an Advisor with Piper
    Jaffray in June of 1993 and continued to work
    with the firm through UBS's acquisition of Piper
    Jaffray's Private Client Services business in 2006.


    Dan grew up on a farm in Glencoe, Minnesota, fifty miles west of
    Minneapolis. He received his Bachelor of Science Degree from
    Minnesota State University, Mankato with an emphasis on Finance
    and Economics.


    Dan's community service and volunteerism includes membership on
    the Board of Trustees and Finance Committee for Simpson Housing
    Services, over ten years of service on the Investment Committee at
    Delasalle High School where he manages their endowment fund, and
    active involvement with his church, St. Thomas the Apostle.


    Dan and his wife, Denise reside in Minneapolis, and have three grown
    children Ellison, Jack and Mary.

     

    CA Insurance License: 4048687

          80 South 8th Street
          Suite 2900
          Minneapolis, MN 55402
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          Jack Griep

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            My professional achievements and education

            Jack graduated from the University of Wisconsin-Stout in 2016 with a
            degree in Business Administration. His career began as a Financial
            Advisor Assistant with a local Ameriprise Financial team in 2015 and
            later joined Ameriprise home office upon graduating. At home office,
            he took on roles in Mutual Fund Operations and as a Margin Desk
            Specialist. Jack started off 2020 by joining the Wealth Advice Center at
            UBS Headquarters in Weehawken, NJ. While there, he became a fully
            licensed Financial Advisor receiving the SIE, Series 7 and 66 certifications. Jack worked
            with clients on investment and retirement planning. In 2022 he joined
            his father, Dan Griep, and Hannah Young as their business partner.


            Outside the office
            Jack lives in Minneapolis, MN with his wife, Laura. He enjoys a
            competitive match of tennis and spending time at the family lake
            cabin.

             

            CA Insurance License: 4225029

                • Hannah Bio Headshot

                  Hannah Young

                  Financial Advisor

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                  • AL
                  • AZ
                  • CA
                  • CO
                  • FL
                  • GA
                  • HI
                  • IA
                  • ID
                  • IL
                  • IN
                  • KS
                  • KY
                  • MA
                  • MD
                  • MI
                  • MN
                  • MO
                  • MT
                  • NC
                  • ND
                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OK
                  • OR
                  • PA
                  • SD
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WI

                  Hannah graduated from the University of St. Thomas with a degree in Applied Mathematics and began her career in financial services in 2014. In her previous role as a Wealth Planning Associate, she worked alongside Financial Advisors throughout the Midwest delivering comprehensive financial plans to clients. While in that role she earned her CERTIFIED FINANCIAL PLANNERTM certification. In addition to the CFP®, she holds the AWMA®, Minnesota Insurance License, Series 7 and Series 66 licenses.

                   

                  Hannah lives in Saint Paul with her husband, Joe, and son, Charlie. She enjoys spending time with her family and friends, golfing and going to their cabin.

                   

                  CA Insurance License: 4187010

                        80 South 8th Street
                        Suite 2900
                        Minneapolis, MN 55402

                      The Year Ahead - Sustainable Investing

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager