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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.
Senior Vice President–Wealth Management
Financial Advisor
Twenty-eight years ago, John started with UBS Financial Services including his time with merged companies such as Metropolitan Federal Investments, FBS Investments, US Bancorp Investments, and Piper Jaffray. He has seen more than a dozen recessions and subsequent recoveries. As a senior portfolio manager, John, emphasizes with discretion total portfolio management and he actively engages in financial planning. He manages both equity and fixed income portfolios using individual securities, mutual funds, ETFs, and other investments to achieve goals for individuals and institutions.
Prior to working for UBS, John was a commercial loan officer and assistant branch manager for the First National Bank of Wayzata. Originally from Minot, North Dakota, John Graduated from Minot State University cum laude with a B.A. in Business Administration-Finance.
John has lived in Fargo since 1996 and is married to his high school sweetheart and has one son. He is active in high school ministries at his church and is a children’s leader for Bible Study Fellowship. His Faith is a driving force in his life. He is a past Fargo chapter president, N.D. state president, and U.S. national vice president for the Jaycees/Junior Chamber.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Twenty-eight years ago, John started with UBS Financial Services including his time with merged companies such as Metropolitan Federal Investments, FBS Investments, US Bancorp Investments, and Piper Jaffray. He has seen more than a dozen recessions and subsequent recoveries. As a senior portfolio manager, John, emphasizes with discretion total portfolio management and he actively engages in financial planning. He manages both equity and fixed income portfolios using individual securities, mutual funds, ETFs, and other investments to achieve goals for individuals and institutions.
Prior to working for UBS, John was a commercial loan officer and assistant branch manager for the First National Bank of Wayzata. Originally from Minot, North Dakota, John Graduated from Minot State University cum laude with a B.A. in Business Administration-Finance.
John has lived in Fargo since 1996 and is married to his high school sweetheart and has one son. He is active in high school ministries at his church and is a children’s leader for Bible Study Fellowship. His Faith is a driving force in his life. He is a past Fargo chapter president, N.D. state president, and U.S. national vice president for the Jaycees/Junior Chamber.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
