Financial planning for what you want to accomplish

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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.

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  • Dan Bio Headshot

    Daniel Griep

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NE
    • NM
    • NV
    • NY
    • OH
    • 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
          daniel.l.griep@ubs.com
          Daniel Griep
          80 South 8th Street,Minneapolis,MN,55402
        • Headshot2

          Jack Griep, CFP®

          Financial Advisor

          CERTIFIED FINANCIAL PLANNER™

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          • AZ
          • CA
          • CO
          • FL
          • HI
          • IA
          • ID
          • IL
          • IN
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
          • MT
          • NC
          • ND
          • NE
          • NV
          • NY
          • OH
          • OR
          • PA
          • SD
          • TN
          • TX
          • UT
          • WA
          • WI

          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

              • CERTIFIED FINANCIAL PLANNER™
              80 South 8th Street
              Suite 2900
              Minneapolis, MN 55402
              jack.griep@ubs.com
              Jack Griep, CFP®
              80 South 8th Street,Minneapolis,MN,55402
            • Hannah Bio Headshot

              Hannah Young, CFP®

              Financial Advisor

              CERTIFIED FINANCIAL PLANNER™

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              • AZ
              • CA
              • CO
              • FL
              • HI
              • IA
              • ID
              • IL
              • IN
              • LA
              • MA
              • MD
              • MI
              • MN
              • MO
              • MT
              • NC
              • ND
              • NE
              • NM
              • NV
              • NY
              • OH
              • OR
              • PA
              • SD
              • TN
              • TX
              • UT
              • 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. She worked as a Client Service Associate on a team that specialized in helping women through financial transition. In 2017, she joined UBS and later transitioned to a Wealth Planning Associate role where 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 and California Insurance Licenses, Series 7 and Series 66 licenses.

               

              Hannah and her husband Joe live in Saint Paul with their sons, Charlie and Connor. She enjoys spending time with her family and friends, going to their cabin in Danbury, WI and playing golf. 

               

              CA Insurance License: 4187010

                  • CERTIFIED FINANCIAL PLANNER™
                  80 South 8th Street
                  Suite 2900
                  Minneapolis, MN 55402
                  hannah.m.young@ubs.com
                  Hannah Young, CFP®
                  80 South 8th Street,Minneapolis,MN,55402
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                  Janice Schmidt

                  Senior Client Associate

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                  • AZ
                  • CA
                  • CO
                  • FL
                  • IL
                  • MN
                  • NC
                  • NY
                  • OR
                  • TX
                  • WA
                  • WI

                        80 South 8th Street
                        Suite 2900
                        Minneapolis, MN 55402
                        janice.r.schmidt@ubs.com
                        Janice Schmidt
                        80 South 8th Street,Minneapolis,MN,55402
                      • Cole

                        Cole Jaksa

                        Client Associate

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                        • IN
                        • MN

                        Cole graduated from Iowa State University in 2022 with a degree in Finance. After graduation he began his career at Ameriprise Advisor Center where he received his SIE, Series 7, and Series 66 certifications. He worked as a Client Service Associate at Ameriprise before joining Griep Wealth Management in the summer of 2023. Cole lives in Minnetonka, MN with his dog Rebel. He enjoys playing pickleball, attending Minnesota sports games and spending weekends at his family cabin in Cumberland, Wisconsin

                              80 South 8th Street
                              Suite 2900
                              Minneapolis, MN 55402
                              cole.jaksa@ubs.com
                              Cole Jaksa
                              80 South 8th Street,Minneapolis,MN,55402

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